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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
Morgan Stanley
1
Morgan Stanley
New York
$172M +$41.9M +381,561 +32%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$161M -$6.82M -62,140 -4%
Wells Fargo
3
Wells Fargo
California
$116M +$2.17M +19,731 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$106M +$12.5M +114,159 +13%
HHGA
5
Halbert Hargrove Global Advisors
California
$102M +$89.7M +817,190 +710%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$95.5M +$5.34M +48,640 +6%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$93M -$741K -6,751 -0.8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$79.4M +$79.7M +725,434 New
UBS Group
9
UBS Group
Switzerland
$70.1M +$5.54M +50,476 +9%
BCI
10
Brinker Capital Investments
Pennsylvania
$69.2M +$11.3M +103,063 +19%
Bank of America
11
Bank of America
North Carolina
$67M -$811K -7,386 -1%
LPL Financial
12
LPL Financial
California
$51.6M -$6.8M -61,958 -12%
FWM
13
Focused Wealth Management
New York
$48.7M +$48.8M +444,603 +435,885%
RJA
14
Raymond James & Associates
Florida
$44.7M -$5.95M -54,206 -12%
YAL
15
Your Advocates Ltd
Texas
$42.4M +$5.68M +51,742 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$41.2M -$5.08M -46,238 -11%
CPWMP
17
Cardinal Point Wealth Management Partners
California
$38.8M +$38.9M +354,231 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$37.9M +$3.84M +34,964 +11%
SC
19
Scotia Capital
Ontario, Canada
$35.7M +$3.71M +33,746 +12%
Stifel Financial
20
Stifel Financial
Missouri
$30.4M -$510K -4,642 -2%
WP
21
WealthPLAN Partners
Nebraska
$29.2M +$83.1K +757 +0.3%
EGWAG
22
Elwood & Goetz Wealth Advisory Group
Georgia
$26.7M +$2.77M +25,247 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.6M +$939K +8,555 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$24.9M -$2.61M -23,772 -9%
GM
25
GeoWealth Management
Illinois
$24.8M +$393K +3,578 +2%

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.