PIMCO Active Bond Exchange-Traded Fund
BOND
220 hedge funds and large institutions have $860M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 15 closing their positions.
260% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 15
90% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 42
20% more funds holding
Funds holding: 183 → 220 (+37)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6% more capital invested
Capital invested by funds: $809M → $860M (+$50.5M)
1.44% more ownership
Funds ownership: 38.17% → 39.6% (+1.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $880K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16M |
| 2 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$13.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.78M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.86M |
| 5 |
Morgan Stanley
New York
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$25.2M |
| 2 |
JP Morgan Chase
New York
|
-$22M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$5.03M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.94M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.9M |
BOND Hedge Fund Activity: Q4 2017 in Review
220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2017, worth a combined $860M — up 6.2% from $809M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new BOND positions and 15 closed out — a net gain of 39 holders — while 80 added to existing stakes and 42 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $16M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $25.2M sold.
- 220 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2017, up from 183 in Q3 2017.
- Funds reported $860M of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2017, up 6.2% quarter-over-quarter.
- 54 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2017 and 15 closed out, a net change of +39 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2017 was Envestnet Asset Management, an estimated $16M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2017 was Freedom Investment Management, an estimated $25.2M sold.
Based on aggregated 13F filings for Q4 2017.