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PIMCO Active Bond Exchange-Traded Fund

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95.45% more ownership

Funds ownership: 41.14%136.59% (+95%)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $895M → $1.06B (+$168M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 225228 (+3)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.22%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
TL
201
TrueWealth LLC
Georgia
$25K -$59.8K -581 -71%
MPPLM
202
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$25K
William Blair & Company
203
William Blair & Company
Illinois
$22K
JCM
204
Jacobi Capital Management
Pennsylvania
$21K
OIA
205
Optimum Investment Advisors
Illinois
$21K
PG
206
Patten Group
Tennessee
$21K
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$20.6K
DAM
208
Delta Asset Management
Tennessee
$20K
MIFH
209
Migdal Insurance & Financial Holdings
Israel
$19K
OIA
210
OneDigital Investment Advisors
Kansas
$18K
LFG
211
LifePlan Financial Group
Ohio
$17K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$12K -$34.6K -336 -75%
AIM
213
Advantage Investment Management
Iowa
$12K
JFA
214
JNBA Financial Advisors
Minnesota
$12K
NSIM
215
North Star Investment Management
Illinois
$12K
WT
216
Whittier Trust
California
$12K
S
217
SignatureFD
Georgia
$9K
WP
218
WealthShield Partners
North Carolina
$9K
GWA
219
Guidant Wealth Advisors
Illinois
$8K
RCA
220
Rowland Carmichael Advisors
Arizona
$4K
ML
221
McAdam LLC
Pennsylvania
$3K
CPA
222
Clear Perspective Advisors
Illinois
$3K +$3.19K +31 New
KJWM
223
Kiley Juergens Wealth Management
Washington
$3K +$3.5K +34 New
AWM
224
AllSquare Wealth Management
New York
$2K -$32.4K -315 -94%
PA
225
Parallel Advisors
California
$2K

BOND Hedge Fund Activity: Q2 2018 in Review

228 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2018, worth a combined $1.06B — up 19% from $895M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BOND positions and 20 closed out — a net gain of 4 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.93B. The largest seller was Patton Albertson Miller Group, cutting an estimated $5.6M.

  • 228 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2018, up from 225 in Q1 2018.
  • Funds reported $1.06B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2018, up 19% quarter-over-quarter.
  • 24 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2018 and 20 closed out, a net change of +4 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.93B added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2018 was Patton Albertson Miller Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2018.