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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 %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$340K +$36.2K +400 +12%
KeyBank National Association
252
KeyBank National Association
Ohio
$338K – – –
BWA
253
Burt Wealth Advisors
Maryland
$325K – – –
HWM
254
HB Wealth Management
Georgia
$320K +$1.63K +18 +0.5%
WIM
255
Westside Investment Management
California
$319K +$282K +9,301 +759%
JWCA
256
J.W. Cole Advisors
Florida
$319K +$1.54K +17 +0.5%
NL
257
Navalign LLC
California
$317K -$666K -7,359 -68%
AWM
258
AE Wealth Management
Kansas
$314K -$11.5K -127 -4%
FWM
259
Fortress Wealth Management
California
$313K +$1.45K +16 +0.5%
CSPAM
260
Cary Street Partners Asset Management
Virginia
$313K +$101K +1,116 +48%
LMKC
261
L.M. Kohn & Company
Ohio
$308K – – –
NRI
262
NFP Retirement Inc
California
$291K +$1.54K +17 +0.5%
SIM
263
Stratos Investment Management
Ohio
$289K -$218K -2,406 -43%
VA
264
Valmark Advisers
Ohio
$288K +$288K +3,178 New
PA
265
PFG Advisors
Arizona
$287K -$55.4K -612 -16%
B
266
Bridgeworth
Alabama
$277K +$277K +3,064 New
GEA
267
Glen Eagle Advisors
New Jersey
$276K -$18.4K -203 -6%
SOS
268
Silver Oak Securities
Tennessee
$275K -$49.1K -542 -15%
SAG
269
SageView Advisory Group
California
$270K +$270K +2,988 New
GVAG
270
Great Valley Advisor Group
Delaware
$266K -$15.8K -175 -6%
PFC
271
Phocas Financial Corp
California
$263K -$29.8K -329 -10%
BCA
272
Bay Colony Advisors
Massachusetts
$263K +$905 +10 +0.3%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$262K +$41.5K +460 +19%
WWM
274
Western Wealth Management
Colorado
$259K -$629K -6,948 -71%
SS
275
Sunbelt Securities
Texas
$259K -$41K -453 -14%
9 10
11
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