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PIMCO Active Bond Exchange-Traded Fund
BOND

183 hedge funds and large institutions have $746M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2.41% more ownership

Funds ownership: 34.2% → 36.61% (+2.4%)

1% more funds holding

Funds holding: 182 → 183 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3% less capital invested

Capital invested by funds: $768M → $746M (-$22.8M)

14% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 66

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $263K

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
20
Increased
57
Reduced
66
Closed
16
Calls
–
Puts
$263K
Net Calls
-$263K
Net Calls Change
-$201K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$14.2M
2
RWP
RWA Wealth Partners
Massachusetts
+$10.5M
3
PAG
Private Advisor Group
New Jersey
+$5.15M
4
JCM
Janney Capital Management
Pennsylvania
+$4.65M
5
BFG
Bouchey Financial Group
New York
+$4.45M

Top Sellers

1
SGI
Swan Global Investments
Colorado
-$18.7M
2
VC
Vicus Capital
Pennsylvania
-$9.58M
3
GA
Gateway Advisory
New Jersey
-$9.45M
4
Bank of America
Bank of America
North Carolina
-$7.75M
5
UBS Group
UBS Group
Switzerland
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
Apriem Advisors
California
$102K – – –
BGC
152
Blue Granite Capital
South Carolina
$84K – – –
LGWM
153
Litman Gregory Wealth Management
California
$80K -$11.5K -110 -13%
SEI Investments
154
SEI Investments
Pennsylvania
$80K +$209 +2 +0.3%
QFA
155
Quattro Financial Advisors
Texas
$54K +$53.7K +513 New
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$49K – – –
WP
157
WealthPLAN Partners
Nebraska
$47.5K +$47.1K +450 New
CFD
158
Creative Financial Designs
Indiana
$34K +$1.99K +19 +6%
FFW
159
Fusion Family Wealth
New York
$33K -$52.4K -500 -62%
JFA
160
JNBA Financial Advisors
Minnesota
$33K +$19.9K +190 +157%
IIC
161
Integrated Investment Consultants
Michigan
$32K – – –
WA
162
WFG Advisors
Texas
$28K -$31.3K -299 -53%
BTIS
163
BB&T Investment Services
North Carolina
$26K – – –
LWM
164
LBA Wealth Management
Florida
$26K – – –
SA
165
SRH Advisors
Kansas
$26K – – –
MWM
166
Mascoma Wealth Management
New Hampshire
$25K – – –
PG
167
Patten Group
Tennessee
$24K – – –
PMFA
168
Plante Moran Financial Advisors
Michigan
$22K +$22.3K +213 New
RFWA
169
RPg Family Wealth Advisory
Massachusetts
$21.1K – – –
DPA
170
Delphi Private Advisors
California
$21K -$12.9K -123 -38%
JCM
171
Jacobi Capital Management
Pennsylvania
$21K – – –
CAL
172
Capital Advisors Ltd
Ohio
$20K – – –
DAM
173
Delta Asset Management
Tennessee
$20K – – –
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$19K – – –
HI
175
Hudock Inc
Pennsylvania
$14K – – –
4 5 6
7
8

BOND Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2017, worth a combined $746M — down 3% from $768M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOND positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $14.2M. The largest seller was Swan Global Investments, exiting entirely with an estimated $18.7M sold.

  • 183 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2017, up from 182 in Q4 2016.
  • Funds reported $746M of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2017, down 3% quarter-over-quarter.
  • 20 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2017 and 16 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2017 was JP Morgan Chase, an estimated $14.2M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2017 was Swan Global Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2017.