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PIMCO Active Bond Exchange-Traded Fund
BOND

381 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $2.2B → $2.4B (+$199M)

3.78% more ownership

Funds ownership: 53.97% → 57.75% (+3.8%)

1% more funds holding

Funds holding: 376 → 381 (+5)

0% more funds holding in top 10

Funds holding in top 10: 35 → 35 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
42
Increased
163
Reduced
120
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
CW
CreativeOne Wealth
Kansas
+$16.3M
5
Jane Street
Jane Street
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$16.6M
2
SA
Strategic Advisors
New York
-$11.1M
3
FFG
Frisch Financial Group
New York
-$10.3M
4
MWM
Merriman Wealth Management
Washington
-$7.46M
5
MWM
MinichMacGregor Wealth Management
New York
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
151
Parisi Gray Wealth Management
New Jersey
$1.25M +$17.5K +157 +1%
CWM
152
Connecticut Wealth Management
Connecticut
$1.25M -$5.57K -50 -0.4%
DAS
153
Dynamic Advisor Solutions
Arizona
$1.23M -$431K -3,873 -26%
PGAM
154
Princeton Global Asset Management
New Jersey
$1.2M +$318K +2,853 +35%
AWM
155
Avitas Wealth Management
California
$1.2M +$71.8K +645 +6%
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$1.19M -$65K -584 -5%
MAM
157
MMA Asset Management
Pennsylvania
$1.15M +$388K +3,485 +50%
CPA
158
Capital Planning Advisors
California
$1.14M -$145K -1,303 -11%
UCFA
159
United Capital Financial Advisors
Texas
$1.12M -$501K -4,502 -31%
MIM
160
Macroview Investment Management
Maryland
$1.12M -$175K -1,573 -13%
CA
161
Crumly & Associates
Illinois
$1.11M -$43.3K -389 -4%
RF
162
Rollins Financial
Georgia
$1.1M -$41.6K -374 -4%
MOS
163
MGO One Seven
Ohio
$1.1M +$211K +1,897 +23%
ACM
164
Anfield Capital Management
California
$1.09M +$405K +3,639 +57%
RIG
165
Ramiah Investment Group
Wisconsin
$1.09M -$15.5K -139 -1%
CFGS
166
Concourse Financial Group Securities
Alabama
$1.04M +$141K +1,269 +15%
CC
167
Callan Capital
California
$1.04M +$2.78K +25 +0.3%
Truist Financial
168
Truist Financial
North Carolina
$1.04M +$52.8K +474 +5%
IFG
169
Investors Financial Group
Minnesota
$1.01M +$64.7K +581 +7%
EWA
170
EP Wealth Advisors
California
$1.01M -$260K -2,336 -20%
NCM
171
Next Capital Management
New York
$1M – – –
CL
172
CPWM LLC
Washington
$999K +$1.02M +9,125 New
GA
173
Greytown Advisors
Florida
$992K +$1.01M +9,064 New
IFG
174
Independent Financial Group
California
$963K -$9.13K -82 -0.9%
CA
175
Cornerstone Advisory
Maryland
$942K -$334K -2,996 -26%
5 6
7
8 9

BOND Hedge Fund Activity: Q1 2021 in Review

381 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2021, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOND positions and 32 closed out — a net gain of 10 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75.4M. The largest seller was Total Investment Management, exiting entirely with an estimated $16.6M sold.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2021, up from 376 in Q4 2020.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2021, up 9% quarter-over-quarter.
  • 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2021 and 32 closed out, a net change of +10 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2021 was Mercer Global Advisors, an estimated $75.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2021 was Total Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2021.