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PIMCO Active Bond Exchange-Traded Fund
BOND

184 hedge funds and large institutions have $1.25B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q2 according to their latest regulatory filings, with 184 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

28.35% more ownership

Funds ownership: 0% → 28.35% (+28%)

Holders
184
Holders Change
+184
Holders Change %
–
% of All Funds
6.01%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
184
Increased
–
Reduced
–
Closed
–
Calls
$4.85M
Puts
–
Net Calls
+$4.85M
Net Calls Change
+$4.85M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$137M +$141M +1,294,548 New
Bank of America
2
Bank of America
North Carolina
$104M +$108M +990,038 New
U
3
UBS
Switzerland
$77.2M +$79.8M +731,863 New
Citigroup
4
Citigroup
New York
$69.5M +$71.8M +658,685 New
FIM
5
Freedom Investment Management
Connecticut
$49.3M +$51M +467,459 New
LPL Financial
6
LPL Financial
California
$48.6M +$50.3M +460,836 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$47.6M +$49.2M +451,063 New
IAS
8
INR Advisory Services
Pennsylvania
$45.7M +$47.3M +433,403 New
Wells Fargo
9
Wells Fargo
California
$44.9M +$46.5M +426,006 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$34.4M +$35.6M +326,426 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30.6M +$31.6M +289,817 New
MIH
12
Madison Investment Holdings
Wisconsin
$30M +$31M +284,275 New
MIS
13
Morningstar Investment Services
Illinois
$24.8M +$25.6M +234,937 New
ST
14
Spinnaker Trust
Maine
$20.2M +$20.9M +191,565 New
WI
15
WBI Investments
New Jersey
$18.6M +$19.2M +175,965 New
BCI
16
Brinker Capital Investments
Pennsylvania
$17.8M +$18.4M +168,500 New
Jane Street
17
Jane Street
New York
$16.3M +$16.9M +154,654 New
JP Morgan Chase
18
JP Morgan Chase
New York
$16M +$16.5M +151,446 New
Nomura Holdings
19
Nomura Holdings
Japan
$15.8M +$16.3M +149,521 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.7M +$16.2M +148,818 New
UCFA
21
United Capital Financial Advisors
Texas
$14.1M +$14.5M +133,374 New
TWM
22
Tanglewood Wealth Management
Texas
$13.4M +$13.8M +126,964 New
KCG
23
Knight Capital Group
$12.7M +$13.2M +120,627 New
AAS
24
Annex Advisory Services
Wisconsin
$12.5M +$12.9M +118,463 New
HI
25
Hudock Inc
Pennsylvania
$12.1M +$12.5M +114,415 New
1
2 3 4 5

BOND Hedge Fund Activity: Q2 2013 in Review

184 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2013, worth a combined $1.25B.

Buyers outnumbered sellers: 184 funds opened new BOND positions and 0 closed out — a net gain of 184 holders — while 0 added to existing stakes and 0 trimmed.

  • 184 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.25B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2013.
  • 184 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2013 and 0 closed out, a net change of +184 holders.

Based on aggregated 13F filings for Q2 2013.