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PIMCO Active Bond Exchange-Traded Fund

324 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

113% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 64

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more funds holding

Funds holding: 274324 (+50)

16% more capital invested

Capital invested by funds: $1.31B → $1.52B (+$213M)

4.16% more ownership

Funds ownership: 48.09%52.25% (+4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
324
Holders Change
+50
Holders Change %
+18.25%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
73
Increased
136
Reduced
64
Closed
18
Calls
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K
Name Holding Trade Value Shares
Change
Change in
Stake
AT
126
Arden Trust
Delaware
$1.24M -$382K -3,530 -24%
HFA
127
Huber Financial Advisors
Illinois
$1.23M +$249K +2,302 +25%
EH
128
Equitable Holdings
New York
$1.22M +$1.22M +11,276 New
CC
129
Callan Capital
California
$1.18M -$89.5K -827 -7%
FFN
130
Focus Financial Network
Minnesota
$1.15M +$591K +5,455 +105%
LFPWM
131
Leicht Financial Planning & Wealth Management
New Jersey
$1.14M -$783K -7,228 -41%
BWL
132
Bogart Wealth LLC
Virginia
$1.08M +$70.5K +651 +7%
MAG
133
Mayfair Advisory Group
Alabama
$1.08M +$1.08M +10,001 New
BCWM
134
Bartlett & Co Wealth Management
Ohio
$1.06M -$128K -1,185 -11%
B
135
Bridgeworth
Alabama
$1.03M +$798K +7,373 +330%
RIG
136
Ramiah Investment Group
Wisconsin
$1.02M +$1.03M +9,493 New
PFM
137
Peak Financial Management
Massachusetts
$1.01M -$1.19K -11 -0.1%
FF
138
Fluent Financial
Texas
$964K +$968K +8,939 New
CA
139
Crumly & Associates
Illinois
$922K +$926K +8,550 New
AFP
140
Ausdal Financial Partners
Iowa
$918K +$199K +1,842 +28%
PWA
141
Physician Wealth Advisors
Utah
$905K +$31K +286 +4%
IA
142
IFP Advisors
Florida
$903K +$53.4K +493 +6%
AAS
143
Avantax Advisory Services
Texas
$899K +$906K +8,365 New
Truist Financial
144
Truist Financial
North Carolina
$886K +$890K +8,222 New
BAC
145
Boys Arnold & Co
North Carolina
$853K +$49.3K +455 +6%
AW
146
Avion Wealth
Texas
$851K -$4.01K -37 -0.5%
NFG
147
Next Financial Group
Texas
$827K +$203K +1,875 +32%
BZWA
148
Blue Zone Wealth Advisors
California
$807K +$810K +7,485 New
IC
149
Inscription Capital
Texas
$803K +$148K +1,365 +23%
PA
150
Planning Alternatives
Michigan
$792K -$171K -1,580 -18%

BOND Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2019, worth a combined $1.52B — up 16% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOND positions and 18 closed out — a net gain of 55 holders — while 136 added to existing stakes and 64 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 324 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 73 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2019 and 18 closed out, a net change of +55 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $35.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2019 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.