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

Top Sellers

1
TIM
Total Investment Management
Arizona
$0
2
SA
Strategic Advisors
New York
$0
3
FFG
Frisch Financial Group
New York
$418K
4
MWM
Merriman Wealth Management
Washington
$0
5
MWM
MinichMacGregor Wealth Management
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
251
Burt Wealth Advisors
Maryland
$393K – – –
CF
252
Centaurus Financial
California
$385K -$1.09M -9,931 -74%
MAFM
253
Mid Atlantic Financial Management
Pennsylvania
$383K +$328 +3 +0.1%
AWM
254
Avior Wealth Management
Nebraska
$375K -$15.5K -142 -4%
WCFA
255
Walkner Condon Financial Advisors
Wisconsin
$374K +$374K +3,412 New
FAIM
256
Financial Advocates Investment Management
Washington
$363K -$234K -2,141 -39%
FFA
257
First Foundation Advisors
California
$361K -$649K -5,928 -64%
SS
258
Sunbelt Securities
Texas
$354K – – –
William Blair & Company
259
William Blair & Company
Illinois
$347K +$42.5K +388 +14%
LFAS
260
Level Four Advisory Services
Texas
$343K -$11.1K -101 -3%
BCA
261
Bay Colony Advisors
Massachusetts
$340K +$876 +8 +0.3%
BFA
262
Benedict Financial Advisors
Georgia
$337K +$337K +3,080 New
NRI
263
NFP Retirement Inc
California
$335K +$19.5K +178 +6%
XF
264
XML Financial
Maryland
$334K -$1.32K -12 -0.4%
OMC
265
Overbrook Management Corp
New York
$328K – – –
HPWM
266
Highland Private Wealth Management
Washington
$327K -$49.5K -452 -13%
EFS
267
Essex Financial Services
Connecticut
$322K -$22.4K -205 -7%
WWM
268
Wagner Wealth Management
South Carolina
$319K -$10.8K -99 -3%
IP
269
Intellectus Partners
California
$318K -$34K -310 -10%
CG
270
Colony Group
Massachusetts
$313K -$266K -2,431 -46%
SBSB
271
Sullivan, Bruyette, Speros & Blaney
Virginia
$313K +$156K +1,425 +99%
CBFP
272
Cedar Brook Financial Partners
Ohio
$312K -$22.6K -207 -7%
BL
273
BCWM LLC
Kansas
$311K +$311K +2,842 New
RIA
274
Realta Investment Advisors
Delaware
$308K +$308K +2,810 New
LIM
275
Leavell Investment Management
Alabama
$305K -$81K -740 -21%
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11
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