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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
201
Independent Financial Group
California
$781K +$99.7K +908 +15%
AWE
202
Avidian Wealth Enterprises
Texas
$779K -$424K -3,861 -35%
JMFC
203
J.M. Forbes & Co
Massachusetts
$778K +$6.04K +55 +0.8%
SMG
204
Smart Money Group
Texas
$764K -$120K -1,091 -14%
SC
205
Savant Capital
Illinois
$758K -$48.5K -442 -6%
PWA
206
Physician Wealth Advisors
Utah
$758K +$16.6K +151 +2%
WWM
207
Western Wealth Management
Colorado
$749K +$752K +6,849 New
EHPM
208
Emery Howard Portfolio Management
California
$745K -$39.2K -357 -5%
Truist Financial
209
Truist Financial
North Carolina
$744K -$17.4K -158 -2%
ZIMP
210
Zimmermann Investment Management & Planning
Pennsylvania
$735K +$738K +6,720 New
MIM
211
Macroview Investment Management
Maryland
$731K -$152K -1,387 -17%
SG
212
StoneX Group
New York
$706K +$497K +4,529 +237%
9WM
213
9258 Wealth Management
Ohio
$706K +$708K +6,448 New
MAG
214
Mayfair Advisory Group
Alabama
$705K
SIM
215
Stratos Investment Management
Ohio
$701K +$8.24K +75 +1%
ANTB
216
AMG National Trust Bank
Colorado
$700K +$76.9K +700 +12%
CFGS
217
Concourse Financial Group Securities
Alabama
$692K -$301K -2,739 -30%
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$686K +$688K +6,266 New
WCG
219
Weaver Consulting Group
California
$685K -$44.9K -409 -6%
AC
220
Addison Capital
Pennsylvania
$664K +$137K +1,248 +26%
BRWA
221
B. Riley Wealth Advisors
Florida
$657K -$23.7K -216 -3%
APG
222
Abacus Planning Group
South Carolina
$653K +$6.92K +63 +1%
ES
223
Eagle Strategies
New York
$650K +$652K +5,938 New
TCM
224
TD Capital Management
Tennessee
$645K +$647K +5,891 New
EL
225
EQ LLC
Washington
$641K -$155K -1,412 -19%

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.