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PIMCO Active Bond Exchange-Traded Fund

410 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 131

11% more capital invested

Capital invested by funds: $2.4B → $2.66B (+$261M)

8% more funds holding

Funds holding: 381410 (+29)

5.98% more ownership

Funds ownership: 55.74%61.72% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
63
Increased
156
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
151
Abbot Financial Management
Massachusetts
$1.56M +$11.3K +103 +0.7%
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M +$83.7K +762 +6%
UOTTAIMCU
153
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.51M +$1.51M +13,775 New
DAS
154
Dynamic Advisor Solutions
Arizona
$1.43M +$514K +4,678 +56%
NFG
155
Next Financial Group
Texas
$1.43M +$13.6K +124 +1%
PWMAG
156
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M +$73K +665 +5%
RIG
157
Ramiah Investment Group
Wisconsin
$1.36M +$80.8K +736 +6%
CC
158
Callan Capital
California
$1.35M +$4.72K +43 +0.3%
ACM
159
Anfield Capital Management
California
$1.3M -$3.62K -33 -0.3%
AWM
160
Avitas Wealth Management
California
$1.3M +$26.8K +244 +2%
IDA
161
Intelligence Driven Advisers
California
$1.27M -$262K -2,386 -17%
MOS
162
MGO One Seven
Ohio
$1.24M -$13.5K -123 -1%
CPA
163
Capital Planning Advisors
California
$1.23M -$97.7K -890 -7%
WW
164
Waterfront Wealth
Kansas
$1.2M +$114K +1,039 +10%
JWCA
165
J.W. Cole Advisors
Florida
$1.19M +$1.2M +10,889 New
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.16M +$1.17M +10,635 New
TWC
167
TD Waterhouse Canada
Ontario, Canada
$1.13M +$1.14M +10,336 New
PGAM
168
Princeton Global Asset Management
New Jersey
$1.12M +$29.9K +272 +3%
LPWM
169
Lake Point Wealth Management
Texas
$1.07M +$111K +1,014 +12%
Ameriprise
170
Ameriprise
Minnesota
$1.05M +$1.05M +9,592 New
NA
171
NewEdge Advisors
Louisiana
$1.01M +$113K +1,026 +12%
CL
172
CPWM LLC
Washington
$1.01M
NCM
173
Next Capital Management
New York
$1M
EWA
174
EP Wealth Advisors
California
$999K +$61.9K +564 +7%
JG
175
Jefferies Group
New York
$996K -$103K -942 -9%

BOND Hedge Fund Activity: Q4 2021 in Review

410 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2021, worth a combined $2.66B — up 11% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BOND positions and 29 closed out — a net gain of 34 holders — while 156 added to existing stakes and 131 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $89.7M. The largest seller was Barclays, exiting entirely with an estimated $10.4M sold.

  • 410 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $2.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 63 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2021 and 29 closed out, a net change of +34 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $89.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2021 was Barclays, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.