PIMCO Active Bond Exchange-Traded Fund
BOND
370 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 133 increasing their positions, 132 reducing their positions, and 28 closing their positions.
132% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 28
131% more capital inflows, than outflows
Capital inflows: $493M | Capital outflows: $214M
13% more funds holding in top 10
Funds holding in top 10: 30 → 34 (+4)
9% more funds holding
Funds holding: 341 → 370 (+29)
5.46% more ownership
Funds ownership: 57.8% → 63.26% (+5.5%)
1% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$87.2M |
| 2 |
Essential Planning
Portsmouth,
New Hampshire
|
+$35.1M |
| 3 |
KWB Wealth
Redlands,
California
|
+$27.6M |
| 4 |
Ferguson Shapiro
Decatur,
Georgia
|
+$25.1M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.9M |
| 3 |
Hamilton Wealth
Encino,
California
|
-$15.4M |
| 4 |
Jane Street
New York
|
-$15.2M |
| 5 |
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$13.9M |
BOND Hedge Fund Activity: Q4 2022 in Review
370 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2022, worth a combined $2.03B — up 15% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BOND positions and 28 closed out — a net gain of 37 holders — while 133 added to existing stakes and 132 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $87.2M. The largest seller was Envestnet Asset Management, cutting an estimated $18.6M.
- 370 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2022, up from 341 in Q3 2022.
- Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2022, up 15% quarter-over-quarter.
- 65 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2022 and 28 closed out, a net change of +37 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2022 was Morgan Stanley, an estimated $87.2M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2022 was Envestnet Asset Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2022.