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PIMCO Active Bond Exchange-Traded Fund

361 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 162 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
162
Reduced
124
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
226
Next Capital Management
New York
$438K
MOS
227
MGO One Seven
Ohio
$428K -$20.3K -231 -5%
WWP
228
Waypoint Wealth Partners
California
$425K +$163K +1,850 +62%
AC
229
Addison Capital
Pennsylvania
$414K -$66.5K -758 -14%
LCM
230
Leisure Capital Management
California
$412K -$339K -3,860 -45%
CFGS
231
Concourse Financial Group Securities
Alabama
$411K -$24K -273 -6%
SB
232
Strategic Blueprint
Georgia
$410K -$76.6K -871 -16%
FHC
233
First Heartland Consultants
Missouri
$399K -$9.84K -112 -2%
GA
234
Greytown Advisors
Florida
$398K
PG
235
Patten Group
Tennessee
$398K
OAM
236
Occidental Asset Management
California
$387K -$994K -11,310 -72%
AWM
237
Axxcess Wealth Management
California
$363K
MW
238
MBL Wealth
North Carolina
$347K -$34.7K -395 -9%
VFIC
239
Valley Forge Investment Consultants
Pennsylvania
$345K +$3.6K +41 +1%
MBTD
240
Mechanics Bank - Trust Department
California
$344K -$12.5K -142 -3%
HCM
241
Hengehold Capital Management
Ohio
$343K +$2.2K +25 +0.6%
SFG
242
Sage Financial Group
Pennsylvania
$342K +$103K +1,177 +43%
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$341K +$7.74K +88 +2%
WCM
244
Weik Capital Management
Pennsylvania
$340K -$367K -4,177 -52%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$330K
Citadel Advisors
246
Citadel Advisors
Florida
$326K +$326K +3,711 New
OWM
247
OneAscent Wealth Management
Alabama
$323K -$22.9K -260 -7%
JWCA
248
J.W. Cole Advisors
Florida
$322K -$3.17M -36,041 -91%
BWA
249
Burt Wealth Advisors
Maryland
$316K
SOS
250
Silver Oak Securities
Tennessee
$315K -$88.7K -1,009 -22%