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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

379 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
6.67%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
42
Increased
163
Reduced
118
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.8M
4
CW
4
CreativeOne Wealth
Kansas
$77.9M
5
Jane Street
5
Jane Street
New York
$15.2M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
SA
2
Strategic Advisors
New York
$0
3
FFG
3
Frisch Financial Group
New York
$418K
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Hengehold Capital Management
Ohio
$488K -$12.5K -114 -2%
GP
227
Girard Partners
Pennsylvania
$474K -$148K -1,350 -24%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$470K +$470K +4,298 New
AIA
229
Alera Investment Advisors
Illinois
$464K +$53.9K +492 +13%
BWM
230
BCS Wealth Management
Tennessee
$461K +$461K +4,215 New
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$458K +$81.5K +745 +22%
OCM
232
One Capital Management
California
$456K -$32.8K -300 -7%
Principal Financial Group
233
Principal Financial Group
Iowa
$452K -$6.12K -56 -1%
TCWM
234
Total Clarity Wealth Management
Illinois
$444K -$21.9K -200 -5%
OC
235
Oppenheimer & Co
New York
$443K +$37.8K +345 +9%
DC
236
Davenport & Co
Virginia
$442K – – –
ASN
237
Advisory Services Network
Georgia
$436K -$2.52K -23 -0.6%
WIA
238
Wealthstreet Investment Advisors
Texas
$427K – – –
FCCM
239
First City Capital Management
Georgia
$426K +$22.5K +205 +6%
VFIC
240
Valley Forge Investment Consultants
Pennsylvania
$419K +$20.8K +190 +5%
FFG
241
Frisch Financial Group
New York
$418K -$10.1M -92,602 -96%
BEC
242
Blue Edge Capital
Virginia
$417K +$8.32K +76 +2%
NL
243
Navalign LLC
California
$417K +$417K +3,810 New
GEA
244
Glen Eagle Advisors
New Jersey
$417K +$219 +2 +0.1%
BHB
245
Bank Hapoalim BM
Israel
$416K -$430K – –
LFS
246
Legacy Financial Strategies
Kansas
$410K +$39.3K +359 +11%
KeyBank National Association
247
KeyBank National Association
Ohio
$409K – – –
ERWM
248
Elk River Wealth Management
Colorado
$403K -$129K -1,175 -24%
CCM
249
Covington Capital Management
California
$401K – – –
HCM
250
Howland Capital Management
Massachusetts
$398K – – –
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10
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