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PIMCO Active Bond Exchange-Traded Fund

410 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 131

11% more capital invested

Capital invested by funds: $2.4B → $2.66B (+$261M)

8% more funds holding

Funds holding: 381410 (+29)

5.98% more ownership

Funds ownership: 55.74%61.72% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
63
Increased
156
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
176
Investors Financial Group
Minnesota
$996K -$42.4K -386 -4%
LNWWM
177
Laird Norton Wetherby Wealth Management
California
$975K -$354K -3,228 -27%
TA
178
TrueWealth Advisors
Alabama
$955K +$8.46K +77 +0.9%
DIM
179
Delta Investment Management
California
$938K -$30.2K -275 -3%
SIA
180
SkyView Investment Advisors
New Jersey
$933K +$4.06K +37 +0.4%
SCA
181
Snowden Capital Advisors
New York
$927K +$6.37K +58 +0.7%
SHIM
182
Stone House Investment Management
Pennsylvania
$919K -$53.5K -487 -5%
CWA
183
Clearview Wealth Advisors
Oregon
$914K -$300K -2,733 -25%
MCM
184
Mainstay Capital Management
Michigan
$911K -$258K -2,345 -22%
HW
185
Hamilton Wealth
California
$909K -$42.9K -391 -4%
BLC
186
Brown, Lisle/Cummings
Rhode Island
$892K +$896K +8,157 New
ECM
187
Evergreen Capital Management
Washington
$889K -$42.9K -391 -5%
AF
188
Affiance Financial
Minnesota
$883K -$5.05K -46 -0.6%
RF
189
Rollins Financial
Georgia
$864K +$867K +7,896 New
ARC
190
Advisor Resource Council
Texas
$860K +$863K +7,857 New
PFM
191
Peak Financial Management
Massachusetts
$853K -$769 -7 -0.1%
DC
192
Davenport & Co
Virginia
$850K -$27K -246 -3%
DSA
193
Droms Strauss Advisors
Missouri
$848K +$4.72K +43 +0.6%
BCM
194
Brookstone Capital Management
Illinois
$846K +$860K +7,828 New
PWMG
195
Prestige Wealth Management Group
New Jersey
$829K +$465K +4,230 +126%
LAS
196
LWM Advisory Services
Florida
$826K +$829K +7,553 New
BPA
197
Beacon Pointe Advisors
California
$820K +$3.19K +29 +0.4%
BWM
198
BCS Wealth Management
Tennessee
$815K +$15.4K +140 +2%
MWA
199
Motive Wealth Advisors
Michigan
$804K
WA
200
WBH Advisory
Maryland
$788K -$54.8K -499 -6%

BOND Hedge Fund Activity: Q4 2021 in Review

410 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2021, worth a combined $2.66B — up 11% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BOND positions and 29 closed out — a net gain of 34 holders — while 156 added to existing stakes and 131 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $89.7M. The largest seller was Barclays, exiting entirely with an estimated $10.4M sold.

  • 410 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $2.66B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 63 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2021 and 29 closed out, a net change of +34 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $89.7M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2021 was Barclays, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.