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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
1
Mercer Global Advisors
Colorado
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.8M
4
CW
4
CreativeOne Wealth
Kansas
$77.9M
5
Jane Street
5
Jane Street
New York
$15.2M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
SA
2
Strategic Advisors
New York
$0
3
FFG
3
Frisch Financial Group
New York
$418K
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
276
Waypoint Wealth Partners
California
$303K +$303K +2,767 New
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$438 +4 +0.1%
MWM
278
MorganRosel Wealth Management
Colorado
$301K +$301K +2,752 New
FNBT
279
FineMark National Bank & Trust
Florida
$296K – – –
HH
280
Hilltop Holdings
Texas
$289K +$289K +2,641 New
WS
281
Wedbush Securities
California
$287K +$11.3K +103 +4%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$282K +$84K +767 +42%
Luther King Capital Management (LKCM)
283
Luther King Capital Management (LKCM)
Texas
$279K -$283K – –
RWB
284
RMR Wealth Builders
New Jersey
$272K +$272K +2,484 New
SBL
285
Sargent Bickham Lagudis
Colorado
$269K -$24.8K -226 -8%
LNC
286
Lincoln National Corp
Pennsylvania
$260K -$21K -192 -7%
SIC
287
Salem Investment Counselors
North Carolina
$252K +$22K +201 +10%
WLIM
288
White Lighthouse Investment Management
Massachusetts
$249K +$2.95K +27 +1%
HAIM
289
Hunter Associates Investment Management
Pennsylvania
$246K – – –
AL
290
ACAS LLC
California
$246K +$246K +2,251 New
TNBTD
291
Trustmark National Bank Trust Department
Mississippi
$245K – – –
TA
292
TFG Advisers
Michigan
$242K +$10.2K +93 +4%
ST
293
Smithfield Trust
Pennsylvania
$241K – – –
PWM
294
Perigon Wealth Management
California
$239K -$106K -965 -31%
TCWA
295
Ten Capital Wealth Advisors
Washington
$236K -$65.5K -600 -22%
IC
296
Inscription Capital
Texas
$228K – – –
MNBTD
297
Moody National Bank Trust Division
Texas
$223K – – –
SFWA
298
Summit Financial Wealth Advisors
Louisiana
$221K -$24.7K -218 -10%
22CM
299
20/20 Capital Management
California
$217K +$22.4K +205 +12%
VAS
300
Valicenti Advisory Services
New York
$216K +$5.47K +50 +3%
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12
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