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PIMCO Active Bond Exchange-Traded Fund

343 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $540K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

125% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

12% more capital invested

Capital invested by funds: $1.8B → $2.03B (+$222M)

8% more funds holding

Funds holding: 318343 (+25)

0.32% more ownership

Funds ownership: 53.51%53.82% (+0.32%)

Holders
343
Holders Change
+25
Holders Change %
+7.86%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
171
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
GP
201
Girard Partners
Pennsylvania
$505K +$142K +1,260 +39%
MCM
202
Mainstay Capital Management
Michigan
$486K -$6.97K -62 -1%
OC
203
Oppenheimer & Co
New York
$481K -$25.6K -228 -5%
CA
204
Cambridge Advisors
Nebraska
$476K +$15.7K +140 +3%
TCWM
205
Total Clarity Wealth Management
Illinois
$465K
Principal Financial Group
206
Principal Financial Group
Iowa
$461K +$19.4K +173 +4%
DC
207
Davenport & Co
Virginia
$454K +$16.9K +150 +4%
AIC
208
Ameritas Investment Company
Nebraska
$448K
GEA
209
Glen Eagle Advisors
New Jersey
$441K +$47.4K +422 +12%
ASN
210
Advisory Services Network
Georgia
$439K -$73.1K -650 -14%
WIA
211
Wealthstreet Investment Advisors
Texas
$438K +$112K +1,000 +34%
BEC
212
Blue Edge Capital
Virginia
$430K +$1.69K +15 +0.4%
KeyBank National Association
213
KeyBank National Association
Ohio
$420K
CCM
214
Covington Capital Management
California
$412K +$350K +3,109 +555%
HCM
215
Howland Capital Management
Massachusetts
$409K -$884K -7,861 -68%
BWA
216
Burt Wealth Advisors
Maryland
$404K
TFF
217
The Family Firm
Maryland
$404K +$405K +3,598 New
AIA
218
Alera Investment Advisors
Illinois
$403K +$155K +1,379 +63%
PGWM
219
Parisi Gray Wealth Management
New Jersey
$399K +$37.5K +334 +10%
LFS
220
Legacy Financial Strategies
Kansas
$397K +$16.4K +146 +4%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$392K -$7.31K -65 -2%
MAFM
222
Mid Atlantic Financial Management
Pennsylvania
$390K +$562 +5 +0.1%
HPWM
223
Highland Private Wealth Management
Washington
$386K
LIM
224
Leavell Investment Management
Alabama
$386K
SS
225
Sunbelt Securities
Texas
$364K -$204K -1,815 -36%

BOND Hedge Fund Activity: Q3 2020 in Review

343 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2020, worth a combined $2.03B — up 12% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 15 closed out — a net gain of 26 holders — while 171 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $29.8M. The largest seller was AE Wealth Management, cutting an estimated $20.9M.

  • 343 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2020, up from 318 in Q2 2020.
  • Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2020 and 15 closed out, a net change of +26 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $29.8M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2020 was AE Wealth Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2020.