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PIMCO Active Bond Exchange-Traded Fund

410 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 131

11% more capital invested

Capital invested by funds: $2.4B → $2.66B (+$261M)

8% more funds holding

Funds holding: 381410 (+29)

5.98% more ownership

Funds ownership: 55.74%61.72% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
63
Increased
156
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$2.27M +$45.7K +416 +2%
MFG
127
Merit Financial Group
Georgia
$2.23M +$2.24M +20,413 New
SMFG
128
Sumitomo Mitsui Financial Group
Japan
$2.14M -$22.5K -205 -1%
NL
129
Navalign LLC
California
$2.13M +$261K +2,377 +14%
Citigroup
130
Citigroup
New York
$2.13M -$320K -2,912 -13%
OPA
131
Old Port Advisors
Maine
$2.08M -$259K -2,354 -11%
PA
132
Pinnacle Associates
New York
$2.06M +$121K +1,100 +6%
AMG
133
Asset Management Group
Connecticut
$2.03M -$181K -1,646 -8%
VIM
134
Vista Investment Management
Pennsylvania
$2.02M -$59.6K -543 -3%
BAM
135
Belpointe Asset Management
Nevada
$2.01M +$1.1M +10,037 +121%
FSWA
136
Financial Synergies Wealth Advisors
Texas
$1.99M +$5.05K +46 +0.3%
KAS
137
Kestra Advisory Services
Texas
$1.98M -$477K -4,340 -19%
DSCM
138
Del-Sette Capital Management
New York
$1.98M +$1.99M +18,108 New
WA
139
Winfield Associates
Ohio
$1.94M +$11K +100 +0.6%
EH
140
Equitable Holdings
New York
$1.93M -$340K -3,098 -15%
AF
141
Advisornet Financial
Minnesota
$1.93M +$1.85M +16,841 +2,167%
SAM
142
Stringer Asset Management
Tennessee
$1.88M -$3.45M -31,419 -75%
JBA
143
Johnson Bixby & Associates
Washington
$1.84M +$1.01M +9,226 +121%
SEP
144
Southland Equity Partners
Missouri
$1.78M -$917K -8,353 -34%
IWP
145
Insight Wealth Partners
Texas
$1.77M +$130K +1,184 +8%
COF
146
Capital One Financial
Virginia
$1.73M +$77.5K +706 +5%
AAS
147
Avantax Advisory Services
Texas
$1.7M -$285K -2,599 -14%
NFC
148
Northeast Financial Consultants
Connecticut
$1.68M -$488K -4,447 -22%
TFF
149
The Family Firm
Maryland
$1.67M +$361K +3,289 +27%
CWM
150
Connecticut Wealth Management
Connecticut
$1.6M +$350K +3,190 +28%

BOND Hedge Fund Activity: Q4 2021 in Review

410 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2021, worth a combined $2.66B — up 11% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BOND positions and 29 closed out — a net gain of 34 holders — while 156 added to existing stakes and 131 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $89.7M. The largest seller was Barclays, exiting entirely with an estimated $10.4M sold.

  • 410 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $2.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 63 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2021 and 29 closed out, a net change of +34 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $89.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2021 was Barclays, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.