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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
CF
201
Centaurus Financial
California
$381K +$9.74K +90 +3%
OPA
202
Old Port Advisors
Maine
$378K +$6.82K +63 +2%
PCA
203
Personal Capital Advisors
California
$373K -$5.41K -50 -1%
PFA
204
Professional Financial Advisors
Nebraska
$373K +$374K +3,457 New
HPWM
205
Highland Private Wealth Management
Washington
$371K
SWM
206
Sequoia Wealth Management
Illinois
$367K +$168K +1,548 +83%
Creative Planning
207
Creative Planning
Kansas
$365K +$5.41K +50 +1%
CW
208
CreativeOne Wealth
Kansas
$361K +$362K +3,348 New
Northern Trust
209
Northern Trust
Illinois
$359K +$152K +1,405 +73%
AWM
210
AE Wealth Management
Kansas
$355K -$14.4K -133 -4%
LIM
211
Leavell Investment Management
Alabama
$353K +$19.5K +180 +6%
BSAM
212
Blue Sky Asset Management
Colorado
$347K +$348K +3,216 New
BCA
213
Bay Colony Advisors
Massachusetts
$345K +$1.84K +17 +0.5%
WLIM
214
White Lighthouse Investment Management
Massachusetts
$343K +$29.2K +270 +9%
GEA
215
Glen Eagle Advisors
New Jersey
$335K +$41.2K +381 +14%
LCM
216
Leisure Capital Management
California
$332K +$83.7K +773 +34%
RA
217
RFG Advisory
Alabama
$326K +$328K +3,026 New
DCM
218
Donaldson Capital Management
Indiana
$323K -$135K -1,250 -29%
AWA
219
Arete Wealth Advisors
Illinois
$313K +$315K +2,907 New
NRI
220
NFP Retirement Inc
California
$310K +$310K +2,866 New
FHA
221
Flagship Harbor Advisors
Massachusetts
$303K -$40.6K -375 -12%
SCG
222
Sonata Capital Group
Washington
$302K
PCMC
223
Paragon Capital Management (Colorado)
Colorado
$298K
FAIM
224
Financial Advocates Investment Management
Washington
$296K -$121K -1,118 -29%
CBFP
225
Cedar Brook Financial Partners
Ohio
$289K +$14.3K +132 +5%

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.