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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 %
GVAG
251
Great Valley Advisor Group
Delaware
$279K +$80.7K +900 +41%
MGWM
252
Marks Group Wealth Management
Minnesota
$271K -$156K -1,738 -37%
HPWM
253
Highland Private Wealth Management
Washington
$268K – – –
GCM
254
Gator Capital Management
Florida
$260K – – –
BCA
255
Bay Colony Advisors
Massachusetts
$260K +$539 +6 +0.2%
PJSIMP
256
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K -$345K -3,962 -57%
CAWM
257
Capital Advisors Wealth Management
Washington
$253K -$89.1K -993 -26%
SFG
258
StrategIQ Financial Group
Indiana
$253K – – –
Luther King Capital Management (LKCM)
259
Luther King Capital Management (LKCM)
Texas
$252K -$238K – –
AWA
260
Artemis Wealth Advisors
New York
$246K – – –
WG
261
Watchman Group
Texas
$233K -$29.6K -330 -11%
OC
262
Oppenheimer & Co
New York
$223K -$79.1K -880 -26%
WCFA
263
Walkner Condon Financial Advisors
Wisconsin
$222K -$111K -1,243 -33%
FPCP
264
Fort Point Capital Partners
California
$221K -$98.9K -1,100 -31%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$219K +$4.31K +48 +2%
IP
266
Intellectus Partners
California
$218K – – –
UCFA
267
United Capital Financial Advisors
Texas
$217K -$143K -1,592 -40%
BC
268
Bartlett & Co
Ohio
$216K – – –
BCWM
269
Bartlett & Co Wealth Management
Ohio
$216K – – –
BFA
270
Beacon Financial Advisory
Ohio
$215K -$1.09M -12,082 -83%
E
271
ETFidea
New York
$215K – – –
HKIMG
272
Hutchens & Kramer Investment Management Group
Indiana
$213K +$213K +2,369 New
CSPAM
273
Cary Street Partners Asset Management
Virginia
$210K +$210K +2,341 New
LWP
274
Lumature Wealth Partners
Georgia
$208K -$108K -1,203 -34%
EWM
275
Empirical Wealth Management
Washington
$206K – – –
9 10
11
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