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PIMCO Active Bond Exchange-Traded Fund

381 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $2.2B → $2.4B (+$199M)

3.78% more ownership

Funds ownership: 53.97%57.75% (+3.8%)

1% more funds holding

Funds holding: 376381 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
6.69%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
42
Increased
163
Reduced
120
Closed
32
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Affiance Financial
Minnesota
$933K +$232K +2,082 +32%
ECM
177
Evergreen Capital Management
Washington
$926K +$2.56K +23 +0.3%
SC
178
Savant Capital
Illinois
$910K +$1.11K +10 +0.1%
WW
179
Waterfront Wealth
Kansas
$902K +$917K +8,234 New
AIP
180
Almanack Investment Partners
Pennsylvania
$883K -$1.12M -10,049 -55%
WWM
181
Western Wealth Management
Colorado
$867K -$133K -1,197 -13%
Deutsche Bank
182
Deutsche Bank
Germany
$862K -$701K -6,299 -44%
PFM
183
Peak Financial Management
Massachusetts
$855K -$12.4K -111 -1%
EL
184
EQ LLC
Washington
$846K -$80.5K -723 -9%
JWCA
185
J.W. Cole Advisors
Florida
$837K +$60.9K +547 +8%
SMG
186
Smart Money Group
Texas
$829K +$844K +7,578 New
LCM
187
Leisure Capital Management
California
$814K -$137K -1,229 -14%
KWM
188
Kingsview Wealth Management
Oregon
$813K +$45.2K +406 +6%
MCM
189
Mainstay Capital Management
Michigan
$807K +$378K +3,393 +85%
TI
190
tru Independence
Oregon
$805K +$818K +7,350 New
WCG
191
Weaver Consulting Group
California
$787K -$6.68K -60 -0.8%
TFF
192
The Family Firm
Maryland
$784K +$163K +1,463 +26%
EHPM
193
Emery Howard Portfolio Management
California
$774K +$172K +1,542 +28%
PFA
194
Paradigm Financial Advisors
Missouri
$744K -$2.18M -19,538 -74%
DSA
195
Droms Strauss Advisors
Missouri
$731K -$23.6K -212 -3%
SPC
196
Sigma Planning Corp
Michigan
$727K -$948K -8,518 -56%
AWE
197
Avidian Wealth Enterprises
Texas
$725K -$88.6K -796 -11%
Cerity Partners
198
Cerity Partners
New York
$703K -$56.6K -508 -7%
MAG
199
Mayfair Advisory Group
Alabama
$699K +$3.01K +27 +0.4%
DOA
200
D'Orazio & Associates
Virginia
$694K +$535K +4,804 +313%

BOND Hedge Fund Activity: Q1 2021 in Review

381 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2021, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOND positions and 32 closed out — a net gain of 10 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75.4M. The largest seller was Total Investment Management, exiting entirely with an estimated $16.6M sold.

  • 381 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2021, up from 376 in Q4 2020.
  • Funds reported $2.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2021, up 9% quarter-over-quarter.
  • 42 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2021 and 32 closed out, a net change of +10 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2021 was Mercer Global Advisors, an estimated $75.4M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2021 was Total Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2021.