PIMCO Active Bond Exchange-Traded Fund
BOND
398 hedge funds and large institutions have $2.99B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 183 increasing their positions, 121 reducing their positions, and 36 closing their positions.
93% more capital inflows, than outflows
Capital inflows: $409M | Capital outflows: $212M
51% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 121
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
0.4% more ownership
Funds ownership: 71.29% → 71.69% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 32 → 32 (0)
0% less funds holding
Funds holding: 399 → 398 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sand Hill Global Advisors
Palo Alto,
California
|
+$34.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$29.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$27.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$21.9M |
| 5 |
Concurrent Investment Advisors
Tampa,
Florida
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.2M |
| 2 |
Koss-Olinger Consulting
Gainesville,
Florida
|
-$25.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$11M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$11M |
BOND Hedge Fund Activity: Q1 2024 in Review
398 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2024, worth a combined $2.99B — up 5.7% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BOND positions and 36 closed out — a net gain of 7 holders — while 183 added to existing stakes and 121 trimmed.
The largest buyer was Sand Hill Global Advisors, adding an estimated $34.4M. The largest seller was Osaic Holdings, cutting an estimated $26.2M.
- 398 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2024, down from 399 in Q4 2023.
- Funds reported $2.99B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2024, up 5.7% quarter-over-quarter.
- 43 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2024 and 36 closed out, a net change of +7 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2024 was Sand Hill Global Advisors, an estimated $34.4M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2024 was Osaic Holdings, an estimated $26.2M sold.
Based on aggregated 13F filings for Q1 2024.