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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+27
Holders Change %
+7.96%
% of All Funds
5.91%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
64
Increased
132
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
EP
2
Essential Planning
New Hampshire
$36.1M
3
KW
3
KWB Wealth
California
$27.8M
4
FS
4
Ferguson Shapiro
Georgia
$25.3M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.24M
3
HW
3
Hamilton Wealth
California
$563K
4
Jane Street
4
Jane Street
New York
$9.57M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
226
Truist Financial
North Carolina
$456K -$42.7K -472 -9%
NCM
227
Next Capital Management
New York
$453K – – –
FNC
228
First National Corp
Massachusetts
$429K -$599K -6,615 -58%
PAG
229
Private Advisor Group
New Jersey
$421K +$54.2K +5,023 +15%
MBTD
230
Mechanics Bank - Trust Department
California
$421K -$1.88M -20,730 -82%
CFGS
231
Concourse Financial Group Securities
Alabama
$420K -$12.9K -142 -3%
RF
232
Rollins Financial
Georgia
$408K -$251K -2,775 -38%
PG
233
Patten Group
Tennessee
$399K -$36.9K -408 -8%
SC
234
Savant Capital
Illinois
$391K -$1.81K -20 -0.5%
BWA
235
BDO Wealth Advisors
Florida
$391K +$301K +3,327 +335%
LNC
236
Lincoln National Corp
Pennsylvania
$383K +$383K +4,229 New
FHC
237
First Heartland Consultants
Missouri
$382K +$72.3K +799 +23%
WCG
238
Weaver Consulting Group
California
$376K -$65.7K -726 -15%
AWM
239
Axxcess Wealth Management
California
$373K -$705K -7,792 -65%
FCCM
240
First City Capital Management
Georgia
$371K -$40K -442 -10%
RVPG
241
Relative Value Partners Group
$365K +$365K +4,034 New
BEC
242
Blue Edge Capital
Virginia
$365K +$9.23K +102 +3%
AIA
243
Alera Investment Advisors
Illinois
$359K +$14.7K +162 +4%
HCM
244
Hengehold Capital Management
Ohio
$358K -$13.8K -153 -4%
VFIC
245
Valley Forge Investment Consultants
Pennsylvania
$355K +$3.17K +35 +0.9%
PTC
246
Private Trust Company
Ohio
$353K +$245K +2,707 +227%
CA
247
Cambridge Advisors
Nebraska
$352K – – –
AWM
248
Avaii Wealth Management
Wisconsin
$348K +$348K +3,845 New
AFM
249
Abbot Financial Management
Massachusetts
$347K -$85.9K -949 -20%
SCM
250
Spreng Capital Management
Ohio
$346K -$31.2K -345 -8%
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