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PIMCO Active Bond Exchange-Traded Fund

369 hedge funds and large institutions have $2.15B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 134 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.91%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
41
Increased
145
Reduced
134
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
226
Next Capital Management
New York
$463K
CSC
227
Caldwell Sutter Capital
California
$462K +$462K +4,986 New
9WM
228
9258 Wealth Management
Ohio
$459K -$34.8K -375 -7%
FNC
229
First National Corp
Massachusetts
$448K +$8.16K +88 +2%
CFGS
230
Concourse Financial Group Securities
Alabama
$443K +$14.3K +154 +3%
AWM
231
Avaii Wealth Management
Wisconsin
$442K +$85.6K +923 +24%
FHC
232
First Heartland Consultants
Missouri
$422K +$30K +323 +8%
GA
233
Greytown Advisors
Florida
$420K -$78.8K -850 -16%
PG
234
Patten Group
Tennessee
$418K +$8.72K +94 +2%
DAS
235
Dynamic Advisor Solutions
Arizona
$415K -$375K -4,048 -48%
Truist Financial
236
Truist Financial
North Carolina
$408K -$59.2K -638 -13%
MBTD
237
Mechanics Bank - Trust Department
California
$402K -$29K -313 -7%
AIA
238
Alera Investment Advisors
Illinois
$390K +$22K +237 +6%
AWM
239
Axxcess Wealth Management
California
$383K
BEC
240
Blue Edge Capital
Virginia
$378K +$3.9K +42 +1%
FCCM
241
First City Capital Management
Georgia
$375K -$7.36K -79 -2%
RVPG
242
Relative Value Partners Group
$374K
SC
243
Savant Capital
Illinois
$366K -$34.4K -371 -9%
VFIC
244
Valley Forge Investment Consultants
Pennsylvania
$364K -$464 -5 -0.1%
HCM
245
Hengehold Capital Management
Ohio
$360K -$7.24K -78 -2%
AFM
246
Abbot Financial Management
Massachusetts
$355K
FAIM
247
Financial Advocates Investment Management
Washington
$352K +$105K +1,133 +43%
WP
248
WealthPLAN Partners
Nebraska
$349K -$657K -7,086 -65%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$348K
MGWM
250
Marks Group Wealth Management
Minnesota
$346K +$109K +1,177 +46%