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PIMCO Active Bond Exchange-Traded Fund

318 hedge funds and large institutions have $1.8B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $212K

84% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 79

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$286M)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

1% less funds holding

Funds holding: 321318 (-3)

1.42% less ownership

Funds ownership: 54.93%53.51% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
318
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
6.52%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
34
Increased
145
Reduced
79
Closed
34
Calls
$1.65M
Puts
$212K
Net Calls
+$1.44M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Private Trust Company
Ohio
$613K
CG
177
Colony Group
Massachusetts
$598K -$1.09K -10 -0.2%
GIP
178
Greatmark Investment Partners
Georgia
$587K -$52K -475 -8%
SCM
179
Spreng Capital Management
Ohio
$573K
SS
180
Sunbelt Securities
Texas
$564K
SWP
181
Stratos Wealth Partners
Ohio
$564K +$10.2K +93 +2%
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$542K -$40.1K -366 -7%
BPA
183
Beacon Pointe Advisors
California
$541K +$530K +4,840 New
ACI
184
Alpha Cubed Investments
California
$529K
ECM
185
Evergreen Capital Management
Washington
$529K
Wolverine Trading
186
Wolverine Trading
Illinois
$523K +$513K +4,683 New
HCM
187
Hengehold Capital Management
Ohio
$510K
ASN
188
Advisory Services Network
Georgia
$508K
OC
189
Oppenheimer & Co
New York
$503K +$9.75K +89 +2%
WGCA
190
Wolf Group Capital Advisors
Virginia
$494K +$73.4K +670 +18%
MCM
191
Mainstay Capital Management
Michigan
$489K -$13.8K -126 -3%
SF
192
Symphony Financial
Texas
$484K +$34.3K +313 +8%
Creative Planning
193
Creative Planning
Kansas
$464K +$84.8K +774 +23%
MOS
194
MGO One Seven
Ohio
$462K +$197K +1,803 +77%
TCWM
195
Total Clarity Wealth Management
Illinois
$461K
AF
196
Affiance Financial
Minnesota
$461K +$207K +1,894 +85%
CA
197
Cambridge Advisors
Nebraska
$456K
AIC
198
Ameritas Investment Company
Nebraska
$448K +$217K +1,980 +97%
CFGS
199
Concourse Financial Group Securities
Alabama
$441K +$171K +1,559 +65%
Principal Financial Group
200
Principal Financial Group
Iowa
$438K +$4.49K +41 +1%

BOND Hedge Fund Activity: Q2 2020 in Review

318 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2020, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Fund positioning in BOND was balanced in Q2 2020: 34 funds opened new positions, 34 closed out, 145 added to existing stakes and 79 trimmed.

The largest buyer was Your Advocates Ltd, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $99.3M.

  • 318 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2020, down from 321 in Q1 2020.
  • Funds reported $1.8B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 34 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2020 and 34 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2020 was Your Advocates Ltd, an estimated $25.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $99.3M sold.

Based on aggregated 13F filings for Q2 2020.