PIMCO Active Bond Exchange-Traded Fund
BOND
399 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, 122 reducing their positions, and 36 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 122
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
6% more capital invested
Capital invested by funds: $2.83B → $2.99B (+$162M)
0.4% more ownership
Funds ownership: 71.3% → 71.7% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 32 → 32 (0)
0% less funds holding
Funds holding: 400 → 399 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
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 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.2M |
| 2 |
KOC
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
399 of the 6,958 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 122 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.
- 399 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2024, down from 400 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.