We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

256 hedge funds and large institutions have $1.17B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 60

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.06B → $1.17B (+$104M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4% more funds holding

Funds holding: 247256 (+9)

0.6% more ownership

Funds ownership: 48.85%49.45% (+0.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $462K

Holders
256
Holders Change
+9
Holders Change %
+3.64%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.37%
New
38
Increased
106
Reduced
60
Closed
25
Calls
Puts
$462K
Net Calls
-$462K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$297K
GEA
177
Glen Eagle Advisors
New Jersey
$293K -$24.9K -235 -8%
LIM
178
Leavell Investment Management
Alabama
$289K
BCA
179
Bay Colony Advisors
Massachusetts
$286K +$30.6K +289 +12%
FA
180
FCG Advisors
New Jersey
$284K -$16.1K -152 -5%
VNA
181
Valley National Advisers
Pennsylvania
$282K +$278K +2,623 New
KCM
182
Kanawha Capital Management
Virginia
$281K +$276K +2,610 New
SS
183
Sunbelt Securities
Texas
$280K +$39.4K +372 +17%
CBFP
184
Cedar Brook Financial Partners
Ohio
$271K +$1.27K +12 +0.5%
Luther King Capital Management (LKCM)
185
Luther King Capital Management (LKCM)
Texas
$269K
SFWA
186
Summit Financial Wealth Advisors
Louisiana
$265K +$953 +9 +0.4%
FAIM
187
Financial Advocates Investment Management
Washington
$255K +$36.6K +346 +17%
CFGS
188
Concourse Financial Group Securities
Alabama
$254K +$70.2K +663 +39%
SFG
189
SNS Financial Group
Minnesota
$248K
TP
190
Tranquility Partners
Tennessee
$247K +$243K +2,299 New
CIAS
191
Capital Investment Advisory Services
North Carolina
$245K -$9.95K -94 -4%
B
192
Bridgeworth
Alabama
$242K -$36.7K -347 -13%
ST
193
Smithfield Trust
Pennsylvania
$236K
MNBTD
194
Moody National Bank Trust Division
Texas
$231K +$228K +2,152 New
FIM
195
Fernwood Investment Management
Massachusetts
$228K
LRIA
196
Leonard Rickey Investment Advisors
Washington
$228K +$106 +1 +0%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$227K +$223K +2,111 New
AFP
198
Ausdal Financial Partners
Iowa
$224K +$221K +2,083 New
LFAS
199
Level Four Advisory Services
Texas
$216K +$423 +4 +0.2%
PGWM
200
Parisi Gray Wealth Management
New Jersey
$215K

BOND Hedge Fund Activity: Q2 2019 in Review

256 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2019, worth a combined $1.17B — up 9.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOND positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 60 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.4M. The largest seller was Regis Management Company, cutting an estimated $31.7M.

  • 256 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2019, up from 247 in Q1 2019.
  • Funds reported $1.17B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2019, up 9.8% quarter-over-quarter.
  • 38 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2019 and 25 closed out, a net change of +13 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2019 was Wells Fargo, an estimated $18.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2019 was Regis Management Company, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.