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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
FHA
176
Flagship Harbor Advisors
Massachusetts
$141K +$141K +1,370 New
BWA
177
Burt Wealth Advisors
Maryland
$128K
WWMSC
178
Wagner Wealth Management (South Carolina)
South Carolina
$119K +$1.13K +11 +1%
CCM
179
Covington Capital Management
California
$109K
FPFS
180
First Personal Financial Services
North Carolina
$93K
BFEC
181
Benjamin F. Edwards & Company
Missouri
$89K +$60.6K +589 +212%
PGA
182
Premia Global Advisors
Florida
$85K
GEA
183
Glen Eagle Advisors
New Jersey
$83.2K +$206 +2 +0.2%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.4K
LGWM
185
Litman Gregory Wealth Management
California
$78K
SEI Investments
186
SEI Investments
Pennsylvania
$76K -$7.82K -76 -9%
RWP
187
RWA Wealth Partners
Massachusetts
$69K -$1.37M -13,358 -95%
CAL
188
Capital Advisors Ltd
Ohio
$64K
AA
189
Apriem Advisors
California
$64K +$63.8K +620 New
SMFS
190
Squar Milner Financial Services
California
$62K +$61.7K +600 New
SWP
191
Strategic Wealth Partners
Ohio
$51K +$50.6K +492 New
DPA
192
Delphi Private Advisors
California
$48K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$48K
CFD
194
Creative Financial Designs
Indiana
$47K
GI
195
Gradient Investments
Minnesota
$32K +$309 +3 +1%
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$31K
BWL
197
Bogart Wealth LLC
Virginia
$30K +$2.06K +20 +7%
WEC
198
Winslow Evans & Crocker
Massachusetts
$30K +$3.7K +36 +14%
FFW
199
Fusion Family Wealth
New York
$29K
SA
200
SRH Advisors
Kansas
$26K

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.