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PIMCO Active Bond Exchange-Traded Fund
BOND

321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 22 → 35 (+13)

2.68% more ownership

Funds ownership: 52.25% → 54.93% (+2.7%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% less capital invested

Capital invested by funds: $1.52B → $1.52B (-$5.7M)

1% less funds holding

Funds holding: 324 → 321 (-3)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.07%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
39
Increased
109
Reduced
113
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M
2
BSAM
Blue Sky Asset Management
Colorado
+$13.7M
3
VNA
Valley National Advisers
Pennsylvania
+$13.4M
4
PA
Parallel Advisors
California
+$10.8M
5
OAM
Occidental Asset Management
California
+$10.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.7M
2
FFG
Frisch Financial Group
New York
-$13.1M
3
RMC
Regis Management Company
California
-$12.8M
4
RJA
Raymond James & Associates
Florida
-$12.8M
5
FM
Family Management
New York
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
126
Equitable Holdings
New York
$1.45M +$255K +2,345 +21%
AAS
127
Avantax Advisory Services
Texas
$1.43M +$557K +5,127 +61%
CWM
128
Connecticut Wealth Management
Connecticut
$1.34M -$29.9K -275 -2%
VIM
129
Vista Investment Management
Pennsylvania
$1.31M -$132K -1,214 -9%
CW
130
CreativeOne Wealth
Kansas
$1.28M +$946K +8,706 +260%
OMC
131
Old Mission Capital
Illinois
$1.27M -$2.9M -26,675 -69%
HI
132
Horizon Investments
North Carolina
$1.27M -$6.9M -63,500 -84%
CC
133
Callan Capital
California
$1.25M +$92.8K +854 +8%
HFA
134
Huber Financial Advisors
Illinois
$1.22M +$15.1K +139 +1%
SC
135
Savant Capital
Illinois
$1.22M +$1.25M +11,510 New
HCM
136
Howland Capital Management
Massachusetts
$1.22M -$2.39M -22,000 -66%
Cerity Partners
137
Cerity Partners
New York
$1.21M +$1.02M +9,375 +472%
FFN
138
Focus Financial Network
Minnesota
$1.19M +$62K +571 +5%
SIM
139
Stratos Investment Management
Ohio
$1.19M -$1.01M -9,313 -45%
SPC
140
Sigma Planning Corp
Michigan
$1.14M -$172K -1,584 -13%
AT
141
Arden Trust
Delaware
$1.13M -$87.8K -808 -7%
SC
142
Steph & Co
Wisconsin
$1.11M -$604K -5,559 -35%
WWM
143
Western Wealth Management
Colorado
$1.11M -$129K -1,185 -10%
RIG
144
Ramiah Investment Group
Wisconsin
$964K -$45.1K -415 -4%
WCG
145
Weaver Consulting Group
California
$960K +$982K +9,040 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$926K +$289K +2,656 +44%
Truist Financial
147
Truist Financial
North Carolina
$920K +$48.5K +446 +5%
BZWA
148
Blue Zone Wealth Advisors
California
$900K +$108K +990 +13%
PFM
149
Peak Financial Management
Massachusetts
$899K -$96.4K -887 -9%
IA
150
IFP Advisors
Florida
$889K +$7.28K +67 +0.8%
4 5
6
7 8

BOND Hedge Fund Activity: Q1 2020 in Review

321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2020, worth a combined $1.52B — down 0.37% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOND positions and 36 closed out — a net gain of 3 holders — while 109 added to existing stakes and 113 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $14.5M. The largest seller was JP Morgan Chase, cutting an estimated $19.7M.

  • 321 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2020, down 0.37% quarter-over-quarter.
  • 39 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2020 and 36 closed out, a net change of +3 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2020 was HighTower Advisors, an estimated $14.5M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2020 was JP Morgan Chase, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2020.