PIMCO Active Bond Exchange-Traded Fund
BOND
363 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 125 reducing their positions, and 29 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 125
3% more capital invested
Capital invested by funds: $2.5B → $2.58B (+$80.4M)
0.48% more ownership
Funds ownership: 71.97% → 72.45% (+0.48%)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
2% less funds holding
Funds holding: 371 → 363 (-8)
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tectonic Advisors
Frisco,
Texas
|
+$151M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$35.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27.6M |
| 4 |
Bank of New York Mellon
New York
|
+$26.7M |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$63.2M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$63.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.81M |
| 4 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$9.62M |
| 5 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
-$7.36M |
BOND Hedge Fund Activity: Q3 2023 in Review
363 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2023, worth a combined $2.58B — up 3.2% from $2.5B a quarter earlier.
Fund positioning in BOND was balanced in Q3 2023: 29 funds opened new positions, 29 closed out, 163 added to existing stakes and 125 trimmed.
The largest buyer was Tectonic Advisors, opening a new position worth an estimated $151M. The largest seller was Brinker Capital Investments, cutting an estimated $63.2M.
- 363 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2023, down from 371 in Q2 2023.
- Funds reported $2.58B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2023, up 3.2% quarter-over-quarter.
- 29 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2023 and 29 closed out, a net change of 0 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2023 was Tectonic Advisors, an estimated $151M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2023 was Brinker Capital Investments, an estimated $63.2M sold.
Based on aggregated 13F filings for Q3 2023.