PIMCO Active Bond Exchange-Traded Fund
BOND
394 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 184 increasing their positions, 126 reducing their positions, and 34 closing their positions.
78% more capital inflows, than outflows
Capital inflows: $347M | Capital outflows: $195M
46% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 126
6% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 34
0.64% less ownership
Funds ownership: 71.69% → 71.05% (-0.64%)
1% less funds holding
Funds holding: 398 → 394 (-4)
9% less funds holding in top 10
Funds holding in top 10: 32 → 29 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$35.3M |
| 2 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$24.9M |
| 3 |
Koss-Olinger Consulting
Gainesville,
Florida
|
+$23.8M |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.2M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
-$42.4M |
| 2 |
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$21.3M |
| 3 |
Ferguson Shapiro
Decatur,
Georgia
|
-$10.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$7.13M |
| 5 |
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$6.93M |
BOND Hedge Fund Activity: Q2 2024 in Review
394 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2024, worth a combined $3.07B — up 2.9% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BOND positions and 34 closed out — a net gain of 2 holders — while 184 added to existing stakes and 126 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $35.3M. The largest seller was Essential Planning, cutting an estimated $42.4M.
- 394 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2024, down from 398 in Q1 2024.
- Funds reported $3.07B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2024, up 2.9% quarter-over-quarter.
- 36 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2024 and 34 closed out, a net change of +2 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2024 was Morgan Stanley, an estimated $35.3M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2024 was Essential Planning, an estimated $42.4M sold.
Based on aggregated 13F filings for Q2 2024.