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PIMCO Active Bond Exchange-Traded Fund
BOND

363 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 164 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 124

3% more capital invested

Capital invested by funds: $2.5B → $2.58B (+$83.7M)

0.94% more ownership

Funds ownership: 72% → 72.94% (+0.94%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less funds holding

Funds holding: 371 → 363 (-8)

8% less funds holding in top 10

Funds holding in top 10: 37 → 34 (-3)

Holders
363
Holders Change
-8
Holders Change %
-2.16%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
164
Reduced
124
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Tectonic Advisors
Texas
+$151M
2
Osaic Holdings
Osaic Holdings
Arizona
+$35.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$27.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$26.7M
5
KLI
Kelman-Lazarov Inc
Tennessee
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$63.2M
2
OPS
Orion Portfolio Solutions
Nebraska
-$63.2M
3
Bank of America
Bank of America
North Carolina
-$9.81M
4
FS
Ferguson Shapiro
Georgia
-$9.62M
5
BCP
Blue Chip Partners
Michigan
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
126
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.58M +$58.9K +654 +2%
LW
127
Linscomb Wealth
Texas
$2.57M +$150K +1,666 +6%
IA
128
IFP Advisors
Florida
$2.54M +$752K +8,354 +41%
HCM
129
Hollencrest Capital Management
California
$2.48M -$2.79K -31 -0.1%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$2.48M +$21.1K +234 +0.8%
ACP
131
Aveo Capital Partners
Colorado
$2.47M -$21.2K -236 -0.8%
AWS
132
Atria Wealth Solutions
New York
$2.45M -$70.9K -788 -3%
HI
133
Harbour Investments
Wisconsin
$2.43M +$468K +5,204 +23%
SFG
134
StrategIQ Financial Group
Indiana
$2.41M +$583K +6,481 +31%
AI
135
Atria Investments
North Carolina
$2.38M +$101K +1,119 +4%
HW
136
Hamilton Wealth
California
$2.32M +$1.8M +19,958 +311%
SPIA
137
Steward Partners Investment Advisory
New York
$2.31M -$55.2K -613 -2%
LCM
138
Lunt Capital Management
Utah
$2.29M +$277K +3,078 +13%
KWM
139
Kingsview Wealth Management
Oregon
$2.27M +$2.32M +25,808 New
BFP
140
Beacon Financial Planning
Massachusetts
$2.25M -$80.5K -894 -3%
KIG
141
Kowal Investment Group
Wisconsin
$2.22M -$186K -2,065 -8%
EWA
142
EP Wealth Advisors
California
$2.22M +$435K +4,828 +24%
TFF
143
The Family Firm
Maryland
$2.08M +$125K +1,385 +6%
WWMSC
144
Wagner Wealth Management (South Carolina)
South Carolina
$2.07M +$90 +1 +0%
Comerica Bank
145
Comerica Bank
Texas
$2.05M +$2.1M +23,309 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$2.01M +$9.18K +102 +0.4%
KF
147
Krilogy Financial
Missouri
$1.93M -$138K -1,536 -7%
EH
148
Equitable Holdings
New York
$1.93M -$234K -2,600 -11%
RMC
149
Regis Management Company
California
$1.88M +$368K +4,089 +24%
GAG
150
Goodman Advisory Group
Massachusetts
$1.87M +$1.92M +21,323 New
4 5
6
7 8

BOND Hedge Fund Activity: Q3 2023 in Review

363 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2023, worth a combined $2.58B — up 3.3% from $2.5B a quarter earlier.

Fund positioning in BOND was balanced in Q3 2023: 29 funds opened new positions, 29 closed out, 164 added to existing stakes and 124 trimmed.

The largest buyer was Tectonic Advisors, opening a new position worth an estimated $151M. The largest seller was Brinker Capital Investments, cutting an estimated $63.2M.

  • 363 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2023, down from 371 in Q2 2023.
  • Funds reported $2.58B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 29 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2023 and 29 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2023 was Tectonic Advisors, an estimated $151M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2023 was Brinker Capital Investments, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2023.