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PIMCO Active Bond Exchange-Traded Fund

343 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $540K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

125% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

12% more capital invested

Capital invested by funds: $1.8B → $2.03B (+$222M)

8% more funds holding

Funds holding: 318343 (+25)

0.32% more ownership

Funds ownership: 53.51%53.82% (+0.32%)

Holders
343
Holders Change
+25
Holders Change %
+7.86%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
171
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
151
Callan Capital
California
$1.06M +$2.81K +25 +0.3%
WWM
152
Western Wealth Management
Colorado
$1.04M -$17.3K -154 -2%
FFA
153
First Foundation Advisors
California
$1.04M -$605K -5,380 -37%
NCM
154
Next Capital Management
New York
$1.04M
Citigroup
155
Citigroup
New York
$1.01M -$49.4K -439 -5%
FCCM
156
First City Capital Management
Georgia
$993K +$744K +6,621 +297%
JWCA
157
J.W. Cole Advisors
Florida
$969K +$969K +8,615 New
IFG
158
Investors Financial Group
Minnesota
$959K +$131K +1,161 +16%
Truist Financial
159
Truist Financial
North Carolina
$932K +$54K +480 +6%
AT
160
Arden Trust
Delaware
$927K +$42K +374 +5%
HWA
161
HCR Wealth Advisors
California
$919K +$126K +1,120 +16%
PFM
162
Peak Financial Management
Massachusetts
$910K -$4.72K -42 -0.5%
FF
163
Fluent Financial
Texas
$889K +$6.97K +62 +0.8%
WCG
164
Weaver Consulting Group
California
$887K -$129K -1,150 -13%
AWE
165
Avidian Wealth Enterprises
Texas
$833K +$833K +7,405 New
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$828K +$831K +7,392 New
TI
167
tru Independence
Oregon
$826K +$826K +7,350 New
DSA
168
Droms Strauss Advisors
Missouri
$812K -$3.02M -26,833 -79%
BC
169
Bartlett & Co
Ohio
$802K +$26.4K +235 +3%
BCWM
170
Bartlett & Co Wealth Management
Ohio
$802K +$26.4K +235 +3%
PGAM
171
Princeton Global Asset Management
New Jersey
$801K +$137K +1,221 +21%
Wolverine Trading
172
Wolverine Trading
Illinois
$792K +$264K +2,352 +50%
KWM
173
Kingsview Wealth Management
Oregon
$768K -$94.4K -840 -11%
ACP
174
Aveo Capital Partners
Colorado
$744K -$11.8K -105 -2%
IFG
175
Independent Financial Group
California
$743K +$88.6K +788 +14%

BOND Hedge Fund Activity: Q3 2020 in Review

343 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2020, worth a combined $2.03B — up 12% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 15 closed out — a net gain of 26 holders — while 171 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $29.8M. The largest seller was AE Wealth Management, cutting an estimated $20.9M.

  • 343 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2020, up from 318 in Q2 2020.
  • Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2020 and 15 closed out, a net change of +26 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $29.8M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2020 was AE Wealth Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2020.