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PIMCO Active Bond Exchange-Traded Fund

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.45% more ownership

Funds ownership: 41.14%136.59% (+95%)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $895M → $1.06B (+$168M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 225228 (+3)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.22%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$261K -$524K -5,092 -67%
FB
152
Fulton Bank
Pennsylvania
$259K +$259K +2,513 New
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$258K
MHS
154
M Holdings Securities
Oregon
$255K -$2.37K -23 -0.9%
SS
155
Sunbelt Securities
Texas
$253K -$51.5K -501 -17%
AI
156
Atria Investments
North Carolina
$253K -$51K -496 -17%
TFO
157
Tarbox Family Office
California
$253K +$120K +1,170 +91%
MMA
158
Miracle Mile Advisors
California
$248K -$1.64M -15,955 -87%
Renaissance Technologies
159
Renaissance Technologies
New York
$247K +$247K +2,400 New
MIH
160
Meitav Investment House
Israel
$246K +$142K +1,379 New
ATC
161
Argent Trust Co
Tennessee
$239K -$96.7K -940 -29%
SWM
162
SeaCrest Wealth Management
New York
$231K +$94.4K +918 +69%
SFG
163
SNS Financial Group
Minnesota
$230K
BWA
164
BDO Wealth Advisors
Florida
$228K +$41.2K +400 +22%
ST
165
Smithfield Trust
Pennsylvania
$227K
LRIA
166
Leonard Rickey Investment Advisors
Washington
$219K -$1.24K -12 -0.6%
FIM
167
Fernwood Investment Management
Massachusetts
$218K +$218K +2,119 New
BCA
168
Bay Colony Advisors
Massachusetts
$214K +$214K +2,079 New
AF
169
Advisornet Financial
Minnesota
$210K -$133K -1,288 -39%
LNC
170
Lincoln National Corp
Pennsylvania
$207K -$9.46K -92 -4%
SHIM
171
Stone House Investment Management
Pennsylvania
$206K -$47.6K -463 -19%
OAJ
172
Ogorek Anthony Joseph
New York
$204K
DOA
173
D'Orazio & Associates
Virginia
$193K
Citigroup
174
Citigroup
New York
$162K -$303K -2,945 -65%
OBWP
175
O'Brien Wealth Partners
Massachusetts
$144K -$24.5K -238 -15%

BOND Hedge Fund Activity: Q2 2018 in Review

228 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2018, worth a combined $1.06B — up 19% from $895M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BOND positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.93B. The largest seller was Patton Albertson Miller Group, cutting an estimated $5.6M.

  • 228 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2018, up from 225 in Q1 2018.
  • Funds reported $1.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2018, up 19% quarter-over-quarter.
  • 24 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2018 and 20 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.93B added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2018 was Patton Albertson Miller Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2018.