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PIMCO Active Bond Exchange-Traded Fund

324 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

113% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 64

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more funds holding

Funds holding: 274324 (+50)

16% more capital invested

Capital invested by funds: $1.31B → $1.52B (+$213M)

4.16% more ownership

Funds ownership: 48.09%52.25% (+4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
324
Holders Change
+50
Holders Change %
+18.25%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
73
Increased
136
Reduced
64
Closed
18
Calls
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
151
One Capital Management
California
$769K -$374K -3,450 -33%
MCM
152
Mainstay Capital Management
Michigan
$720K +$225K +2,076 +45%
NCM
153
Next Capital Management
New York
$707K -$39.2K -362 -5%
IFG
154
Investors Financial Group
Minnesota
$682K +$685K +6,325 New
JWCA
155
J.W. Cole Advisors
Florida
$676K +$679K +6,273 New
PIA
156
Powell Investment Advisors
Florida
$673K +$674K +6,230 New
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$654K +$656K +6,062 New
Millennium Management
158
Millennium Management
New York
$639K +$209K +1,932 +48%
GIP
159
Greatmark Investment Partners
Georgia
$618K +$8.12K +75 +1%
CG
160
Colony Group
Massachusetts
$616K
PTC
161
Private Trust Company
Ohio
$615K -$10.2K -94 -2%
HWA
162
HCR Wealth Advisors
California
$615K
IP
163
Intellectus Partners
California
$595K +$67.7K +625 +13%
OAM
164
Occidental Asset Management
California
$582K
SCM
165
Spreng Capital Management
Ohio
$554K +$556K +5,140 New
EHPM
166
Emery Howard Portfolio Management
California
$549K +$15.2K +140 +3%
SWP
167
Stratos Wealth Partners
Ohio
$541K +$77.5K +716 +17%
ECM
168
Evergreen Capital Management
Washington
$541K +$173K +1,600 +47%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$535K +$29K +268 +6%
BHB
170
Bank Hapoalim BM
Israel
$532K
ASN
171
Advisory Services Network
Georgia
$516K -$19.7K -182 -4%
VNA
172
Valley National Advisers
Pennsylvania
$512K +$13.6K +126 +3%
ACI
173
Alpha Cubed Investments
California
$511K
HFA
174
Hoover Financial Advisors
Pennsylvania
$506K +$508K +4,690 New
EAM
175
Evanson Asset Management
California
$502K +$4.11K +38 +0.8%

BOND Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2019, worth a combined $1.52B — up 16% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOND positions and 18 closed out — a net gain of 55 holders — while 136 added to existing stakes and 64 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 324 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 73 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2019 and 18 closed out, a net change of +55 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $35.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2019 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.