We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

381 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $2.2B → $2.4B (+$199M)

3.78% more ownership

Funds ownership: 53.97% → 57.75% (+3.8%)

1% more funds holding

Funds holding: 376 → 381 (+5)

0% more funds holding in top 10

Funds holding in top 10: 35 → 35 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
42
Increased
163
Reduced
120
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
CW
CreativeOne Wealth
Kansas
+$16.3M
5
Jane Street
Jane Street
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$16.6M
2
SA
Strategic Advisors
New York
-$11.1M
3
FFG
Frisch Financial Group
New York
-$10.3M
4
MWM
Merriman Wealth Management
Washington
-$7.46M
5
MWM
MinichMacGregor Wealth Management
New York
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
126
Founders Financial Securities
Maryland
$2.24M -$1.67M -14,969 -42%
AAS
127
Avantax Advisory Services
Texas
$2.23M +$663K +5,957 +41%
IA
128
IFP Advisors
Florida
$2.22M +$24.4K +219 +1%
AMG
129
Asset Management Group
Connecticut
$2.2M +$14.9K +134 +0.7%
SMFG
130
Sumitomo Mitsui Financial Group
Japan
$2.19M – – –
DADC
131
D.A. Davidson & Co
Montana
$2.18M -$2.48M -22,239 -53%
NFC
132
Northeast Financial Consultants
Connecticut
$2.17M – – –
VIM
133
Vista Investment Management
Pennsylvania
$2.15M +$288K +2,588 +15%
PA
134
Pinnacle Associates
New York
$2.03M +$20K +180 +1%
HI
135
Horizon Investments
North Carolina
$2.02M +$2.06M +18,499 New
WA
136
Winfield Associates
Ohio
$2M -$1.34K -12 -0.1%
HWA
137
HCR Wealth Advisors
California
$1.83M +$145K +1,306 +8%
OPA
138
Old Port Advisors
Maine
$1.75M +$139K +1,246 +8%
COF
139
Capital One Financial
Virginia
$1.74M +$628K +5,645 +55%
MW
140
MBL Wealth
North Carolina
$1.72M -$63K -566 -3%
IWP
141
Insight Wealth Partners
Texas
$1.71M -$1.31M -11,760 -43%
HI
142
Harbour Investments
Wisconsin
$1.64M +$1.67M +14,979 New
CWA
143
Clearview Wealth Advisors
Oregon
$1.63M -$201K -1,802 -11%
MWM
144
MinichMacGregor Wealth Management
New York
$1.56M -$7.08M -63,605 -82%
AFM
145
Abbot Financial Management
Massachusetts
$1.55M +$1.58M +14,185 New
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.52M +$597K +5,360 +64%
GI
147
Glovista Investments
New Jersey
$1.47M -$509K -4,575 -25%
SCA
148
Snowden Capital Advisors
New York
$1.42M -$52.7K -473 -4%
NFG
149
Next Financial Group
Texas
$1.38M -$952K -8,551 -40%
PWMAG
150
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M -$18.9K -170 -1%
4 5
6
7 8

BOND Hedge Fund Activity: Q1 2021 in Review

381 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2021, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOND positions and 32 closed out — a net gain of 10 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75.4M. The largest seller was Total Investment Management, exiting entirely with an estimated $16.6M sold.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2021, up from 376 in Q4 2020.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2021, up 9% quarter-over-quarter.
  • 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2021 and 32 closed out, a net change of +10 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2021 was Mercer Global Advisors, an estimated $75.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2021 was Total Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2021.