PIMCO Active Bond Exchange-Traded Fund
BOND
371 hedge funds and large institutions have $2.17B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 135 reducing their positions, and 29 closing their positions.
38% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 29
33% more capital inflows, than outflows
Capital inflows: $403M | Capital outflows: $303M
3.45% more ownership
Funds ownership: 63.26% → 66.71% (+3.4%)
9% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 135
0% more funds holding
Funds holding: 370 → 371 (+1)
6% less funds holding in top 10
Funds holding in top 10: 34 → 32 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$67.7M |
| 2 |
Horizon Investments
Charlotte,
North Carolina
|
+$45.5M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$43.7M |
| 4 |
PFS Investments
Duluth,
Georgia
|
+$24.7M |
| 5 |
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$49.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$45.7M |
| 3 |
Your Advocates Ltd
Houston,
Texas
|
-$28.8M |
| 4 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$19.8M |
| 5 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$19.4M |
BOND Hedge Fund Activity: Q1 2023 in Review
371 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2023, worth a combined $2.17B — up 7% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BOND positions and 29 closed out — a net gain of 11 holders — while 147 added to existing stakes and 135 trimmed.
The largest buyer was Orion Portfolio Solutions, adding an estimated $67.7M. The largest seller was Morgan Stanley, cutting an estimated $49.1M.
- 371 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2023, up from 370 in Q4 2022.
- Funds reported $2.17B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2023, up 7% quarter-over-quarter.
- 40 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2023 and 29 closed out, a net change of +11 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $67.7M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2023 was Morgan Stanley, an estimated $49.1M sold.
Based on aggregated 13F filings for Q1 2023.