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PIMCO Active Bond Exchange-Traded Fund

324 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

113% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 64

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more funds holding

Funds holding: 274324 (+50)

16% more capital invested

Capital invested by funds: $1.31B → $1.52B (+$213M)

4.16% more ownership

Funds ownership: 48.09%52.25% (+4.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.13M

Holders
324
Holders Change
+50
Holders Change %
+18.25%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
73
Increased
136
Reduced
64
Closed
18
Calls
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
176
Sargent Bickham Lagudis
Colorado
$500K +$325 +3 +0.1%
HCM
177
Hengehold Capital Management
Ohio
$493K
Principal Financial Group
178
Principal Financial Group
Iowa
$481K +$19.6K +181 +4%
VWA
179
Visionary Wealth Advisors
Illinois
$466K +$468K +4,325 New
FNC
180
First National Corp
Massachusetts
$465K +$467K +4,313 New
MOS
181
MGO One Seven
Ohio
$459K +$18.6K +172 +4%
PWM
182
Perigon Wealth Management
California
$456K
CA
183
Cambridge Advisors
Nebraska
$446K +$49.8K +460 +13%
SS
184
Sunbelt Securities
Texas
$445K +$46.2K +427 +12%
TCWM
185
Total Clarity Wealth Management
Illinois
$440K +$442K +4,080 New
HighTower Advisors
186
HighTower Advisors
Illinois
$435K +$69.8K +645 +19%
CCFM
187
Clear Creek Financial Management
Washington
$433K +$128K +1,181 +42%
OMC
188
Overbrook Management Corp
New York
$431K +$433K +4,000 New
BL
189
BFSG LLC
California
$428K -$50.5K -466 -10%
KeyBank National Association
190
KeyBank National Association
Ohio
$428K
LFS
191
Legacy Financial Strategies
Kansas
$426K -$86.1K -795 -17%
AF
192
Allworth Financial
California
$420K +$422K +3,897 New
TNBTD
193
Trustmark National Bank Trust Department
Mississippi
$410K
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$407K -$49.8K -460 -11%
CAM
195
Cubic Asset Management
Massachusetts
$404K -$2.71K -25 -0.7%
DSA
196
Droms Strauss Advisors
Missouri
$395K +$3.25K +30 +0.8%
BWA
197
Burt Wealth Advisors
Maryland
$387K
WGCA
198
Wolf Group Capital Advisors
Virginia
$387K +$110K +1,016 +40%
BEC
199
Blue Edge Capital
Virginia
$386K -$11.9K -110 -3%
GP
200
Girard Partners
Pennsylvania
$383K +$385K +3,556 New

BOND Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2019, worth a combined $1.52B — up 16% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOND positions and 18 closed out — a net gain of 55 holders — while 136 added to existing stakes and 64 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 324 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $1.52B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 73 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2019 and 18 closed out, a net change of +55 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $35.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2019 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.