PIMCO Active Bond Exchange-Traded Fund
BOND
399 hedge funds and large institutions have $2.83B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 40 closing their positions.
93% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 40
40% more call options, than puts
Call options by funds: $351K | Put options by funds: $250K
33% more capital inflows, than outflows
Capital inflows: $527M | Capital outflows: $396M
25% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 126
10% more funds holding
Funds holding: 363 → 399 (+36)
1.15% less ownership
Funds ownership: 72.44% → 71.29% (-1.2%)
6% less funds holding in top 10
Funds holding in top 10: 34 → 32 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$42M |
| 3 |
Koss-Olinger Consulting
Gainesville,
Florida
|
+$24.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.5M |
| 5 |
Vickerman Investment Advisors
Spokane,
Washington
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$52.1M |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$52.1M |
| 3 |
KWB Wealth
Redlands,
California
|
-$34.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.3M |
| 5 |
Ferguson Shapiro
Decatur,
Georgia
|
-$23.8M |
BOND Hedge Fund Activity: Q4 2023 in Review
399 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2023, worth a combined $2.83B — up 9.6% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BOND positions and 40 closed out — a net gain of 37 holders — while 157 added to existing stakes and 126 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.2M. The largest seller was Brinker Capital Investments, cutting an estimated $52.1M.
- 399 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2023, up from 363 in Q3 2023.
- Funds reported $2.83B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2023, up 9.6% quarter-over-quarter.
- 77 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2023 and 40 closed out, a net change of +37 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $48.2M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2023 was Brinker Capital Investments, an estimated $52.1M sold.
Based on aggregated 13F filings for Q4 2023.