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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

339 hedge funds and large institutions have $1.74B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 149 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-38
Holders Change %
-10.08%
% of All Funds
5.86%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
22
Increased
121
Reduced
149
Closed
55
Calls
–
Puts
$323K
Net Calls
-$323K
Net Calls Change
-$257K

Top Buyers

1
Jane Street
Jane Street
New York
$24.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$107M
3
Citadel Advisors
Citadel Advisors
Florida
$22M
4
BRWA
B. Riley Wealth Advisors
Florida
$10.6M
5
QA
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$25.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$6M
3
RJA
Raymond James & Associates
Florida
$9.5M
4
SFS
Sowell Financial Services
Arkansas
$3.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$349K – – –
VFIC
227
Valley Forge Investment Consultants
Pennsylvania
$349K +$2.87K +32 +0.8%
AIA
228
Alera Investment Advisors
Illinois
$341K +$1.88K +21 +0.6%
PA
229
PFG Advisors
Arizona
$340K -$54K -601 -14%
KeyBank National Association
230
KeyBank National Association
Ohio
$335K – – –
HCM
231
Howland Capital Management
Massachusetts
$329K – – –
ASN
232
Advisory Services Network
Georgia
$322K -$35.4K -395 -10%
AWM
233
AE Wealth Management
Kansas
$322K -$23.6K -263 -7%
BWA
234
Burt Wealth Advisors
Maryland
$322K – – –
JWCA
235
J.W. Cole Advisors
Florida
$315K -$107K -1,195 -25%
HWM
236
HB Wealth Management
Georgia
$315K -$50.9K -568 -14%
SOS
237
Silver Oak Securities
Tennessee
$315K +$2.2K +25 +0.7%
FWM
238
Fortress Wealth Management
California
$309K -$12.5K -139 -4%
LMKC
239
L.M. Kohn & Company
Ohio
$306K -$41.1K -457 -12%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$301K – – –
CCM
241
Covington Capital Management
California
$300K – – –
AC
242
Avestar Capital
New York
$299K -$5.91K -66 -2%
TAM
243
Townsend Asset Management
North Carolina
$297K -$20.6K -230 -6%
SS
244
Sunbelt Securities
Texas
$297K – – –
GEA
245
Glen Eagle Advisors
New Jersey
$292K -$17K -189 -5%
PFC
246
Phocas Financial Corp
California
$290K +$30.9K +345 +12%
PWMG
247
Prestige Wealth Management Group
New Jersey
$289K +$31K +346 +12%
SAG
248
Spotlight Asset Group
Illinois
$289K +$289K +3,318 New
Lido Advisors
249
Lido Advisors
California
$288K -$776K -8,672 -73%
NRI
250
NFP Retirement Inc
California
$287K +$7.27K +81 +3%
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