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Investors seeking an easy way to fill out a fixed-income portfolio may start off with an aggregate or total bond market exchange traded fund that provides diversified exposure to U.S. government and corporate debt securities. For instance, the Barclays U.S. Aggregate Bond Index has been the go-to benchmark for many fixed-income investors. The benchmark tracks […]

Guggenheim Investments launched its own actively managed bond exchange traded fund, providing investors with another means to bet on a money manager’s ability to effectively navigate the fixed-income market in a rising rate environment. The Guggenheim Total Return Bond ETF (NYSEArca: GTO) utilizes a multi-sector strategy and primarily holds investment-grade fixed-income securities across multiple sectors, […]

Today the Wall Street Journal reported that Vanguard Group – pioneers of passively managed ETFs – has taken in a record amount of cash through October as investors continue to show preference for ETFs that track indexes and other benchmarks. The largest provider of index-tracking products reported that is has taken in $196 billion from […]

Fixed-income investors that track traditional benchmark indices may leave fixed-income overexposed to certain risks. Alternatively, there are a number of active bond exchange traded fund strategies that may provide more diversified exposure in a shifting market environment. Traditional market capitalization weighted bond indices are weighted by a a company or country’s total tradable bonds, which […]

Investors watching the PIMCO Total Return exchange traded fund may find a larger mortgage securities position as the bond fund provider rebuilds its mortgage securities position. Scott Mather, who replaced Bill Gross as one of the managers for the Pimco Total Return Fund (PTTRX), has been buying government-backed bonds and boosted the firm’s total mortgage […]

After bringing on bond guru Bill Gross to run its Global Unconstrained Bond Fund, Janus Capital Group is now working on an exchange traded fund adaptation. According to a preliminary Securities and Exchange Commission filing, the regulator is looking over an application for the Janus ETF Trust under the Investment Company Act of 1940 for […]

I do the “ETF of the Week” for MarketWatch every week on Chuck Jaffe’s MoneyLife Show where I highlight big movers and disappointments among exchange traded funds. This Thursday, I highlighted the PIMCO Total Return Active ETF (NYSEArca: BOND). With potential changes in the fixed-income landscape ahead, investors can consider an actively managed bond ETF […]

Despite the Bill Gross’ sudden departure from PIMCO, the exchange traded fund version of the company’s flagship Total Return Fund is monitored by a seasoned group of managers and could still offer decent risk-adjusted returns. Bill Gross and Mohamed El-Erian have exited PIMCO’s Investment Committee, the body that determines the broad risk exposure of the […]

The PIMCO Total Return ETF (NYSEArca: BOND), the exchange traded fund managed by Bill Gross prior to his resignation from the firm he founded, lost another $437 million in assets last month. BOND, the second-largest actively managed ETF lost $631 million in September. BOND, “an actively managed ETF designed to mimic the strategy of the […]

The actively managed exchange traded fund space is dominated by a handful of players, but the industry could quickly expand if the Securities and Exchange Commission gives the greenlight for nontransparent ETF offerings. PIMCO, First Trust Advisors, WisdomTree Investments and AdvisorShares Investments currently dominate the active ETF space, writes Rosalyn Retkwa for Institutional Investor. There […]

Recently, the big news surrounding the PIMCO Total Return ETF (NYSEArca: BOND) has been investors selling positions in the actively managed ETF in the wake of Bill Gross’ departure from PIMCO, the bond managed he co-founded. That and news revealed last week that the Securities and Exchange Commission is investigating the issuer regarding pricing issues […]

Following Bill Gross’ abrupt resignation from PIMCO, the bond manager he co-founded, speculation has swirled regarding asset flight from the firm and where some of that capital will head. Wall Street analysts have highlighted firms that could benefit from PIMCO client skittishness. The PIMCO Total Return ETF (NYSEArca: BOND) was a $3.7 billion fund a […]

In news that is far from surprising, the PIMCO Total Return ETF (NYSEArca: BOND) is losing assets in the wake of Bill Gross’ departure, announced last week, from PIMCO, the California-based bond manager he co-founded. BOND, the actively managed ETF formerly managed by Gross and the ETF version of the storied Total Return mutual fund, […]

Still reverberating in the fixed income world is last Friday’s news that Bill Gross has departed PIMCO, the bond house he founded, for Janus Capital (NYSE: JNS). Not surprisingly, the news of Gross’ acrimonious departure from the company he built has stoked talk of redemptions at PIMCO. The PIMCO Total Return ETF (NYSEArca: BOND), the […]

The PIMCO Total Return ETF (NYSEArca: BOND), the actively managed ETF formerly managed by Bill Gross, has lost almost $545 million in the two trading days since Gross resigned from PIMCO, the firm the bond manager founded. BOND, the second-largest U.S. actively managed ETF behind its family member, the PIMCO Enhanced Short Maturity ETF (NYSEArca: […]

Investors pulled nearly $11 million from the PIMCO Total Return ETF (NYSEArca: BOND), the actively managed ETF formerly managed by Bill Gross, the day before Gross shook the bond world by announcing his departure from the firm he founded. Investors pulled $10.9 million from BOND last Thursday, bring the ETF’s year-to-date outflow total to $81.9 […]

On news of Bill Gross’ departure from the firm he founded, the PIMCO Total Return ETF (NYSEArca: BOND) is trading only modestly lower Friday, though volume in the actively managed ETF is already approaching 13 times the daily average. Earlier today, it was revealed that Gross, formerly a PIMCO managing director and chief investment officer, […]

A day after it was revealed the Securities and Exchange Commission is investigating pricing practices at the PIMCO Total Return ETF (NYSEArca: BOND), ETF version of the storied Total Return mutual fund is again showing no signs of unusual trading activity except above-average volume. For the second consecutive day, BOND, the second-largest U.S. actively managed […]

Perhaps it is a victory for exchange traded fund liquidity or maybe it is because investors are not fretting over news reports revealing an investigation by the Securities and Exchange Commission into pricing practices at the PIMCO Total Return ETF (NYSEArca: BOND), but the ETF version of the storied Total Return mutual fund is behaving […]

The PIMCO Total Return ETF (NYSEArca: BOND), the ETF version of the storied Total Return mutual fund, is snatching up investment-grade corporate bonds at a rapid clip as some investors and market observers fret about the Federal Reserve raising interest rates in 2015. BOND, often referred to as the “Bill Gross ETF,” has quadrupled its […]

In anticipation of the Federal Reserve’s eventual interest rate hikes next year, Bill Gross has reduced holdings of U.S. government-related debt in his Total Return flagship fund and related actively managed exchange traded fund. PIMCO has cut its allocation to U.S. government related debt in its Total Return Fund (PTTRX) to 45% in July, compared […]

PIMCO’s exchange traded fund adaptation of the flagship Total Return Fund could soon better mirror its mutual fund counterpart as the Securities and Exchange Commission gives the go ahead for derivatives usage. According to a recent filing, the SEC granted approval of proposed rule changes to modify the PIMCO Total Return ETF (NYSEArca: BOND), an […]

In an environment of low global economic growth, exchange traded fund investors may find that income generation, rather than capital gains, provides a better source of investment returns. “The global economy is left to depend on economic growth for further advances and it is growth that is now and has recently been historically deficient,” Gross […]

More investors are utilizing derivatives to make up for liquidity concerns in the fixed-income market. For example, PIMCO is using credit-defaults swaps as an alternative in its flagship fund, but the exchange traded fund version has been left out. According to Pacific Investment Management Co.’s quarterly report, Bill Gross has increased his usage of credit-default […]

Large fund companies, asset managers, hedge funders and even financial advisors are taking a closer look at the exchange traded fund as a way to bring their ideas to the market and to tap into the growing demand for efficient, easy-to-use investment products. As asset managers evaluate entering the ETF arena, many wonder where to […]

Geopolitical tensions were high this week after a Malaysia Airlines jet was shot down in Ukraine and Israeli ground forces advanced toward the Gaza Strip. U.S. stocks endured to finish the week in solid form as the Dow Jones Industrial Average notched a triple-digit gain on Friday while the S&P 500 was mostly flat for […]

The PIMCO Total Return ETF (NYSEArca: BOND), also known as the Bill Gross ETF, is outpacing the PIMCO Total Return Fund, massive bond mutual fund that served as the inspiration for the ETF. “Over the three months through Tuesday, the standard shares for individual investors returned 1.34%, vs. 1.09% for the Barclays U.S. Aggregate bond […]

While actively managed exchange traded funds still represent just a sliver of the broader exchange traded products industry, active offerings are on a positive growth trajectory. As of the end of June, there were 89 U.S.-listed actively managed ETFs with a combined $16.3 billion in assets under management, according to AdvisorShares data. Maryland-based AdvisorShares is […]

While still a small segment of the growing exchange traded fund universe, actively managed strategies could support the ETF industry’s next growth spurt. A recent SEI (Nasdaq: SEIC) white paper, The Rise of Active Management in ETFs, outlines the shift in the actively managed ETF space and how new regulatory guidance and increased interest among […]

Actively managed exchange traded funds hold a scant percentage of the industry’s total assets under management, but that could change in a big way over the next several years. Increased demand for the products and the potential for a more favorable regulatory environment could make actively managed ETFs a $500 billion asset class by 2020, […]