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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 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.66%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.67%
New
30
Increased
165
Reduced
115
Closed
26
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
+$90K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$94.7M
2
FFC
Fure Financial Corporation
Minnesota
$6.98M
3
SC
Scotia Capital
Ontario, Canada
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
DOA
D'Orazio & Associates
Virginia
$7.91M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$58.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.9M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
MFG
Menard Financial Group
Texas
$0
5
AFM
Andesa Financial Management
Pennsylvania
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
276
Level Four Advisory Services
Texas
$289K -$43.9K -397 -13%
LWMT
277
Legacy Wealth Management (Tennessee)
Tennessee
$285K +$285K +2,581 New
SIC
278
Salem Investment Counselors
North Carolina
$283K – – –
CG
279
Colony Group
Massachusetts
$280K -$774 -7 -0.3%
RIA
280
Realta Investment Advisors
Delaware
$279K – – –
Luther King Capital Management (LKCM)
281
Luther King Capital Management (LKCM)
Texas
$276K -$277K – –
RWB
282
RMR Wealth Builders
New Jersey
$275K +$275K +2,484 New
SBL
283
Sargent Bickham Lagudis
Colorado
$272K – – –
IP
284
Intellectus Partners
California
$269K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$258K +$27.1K +245 +12%
EWM
286
Empirical Wealth Management
Washington
$254K – – –
PA
287
PFG Advisors
Arizona
$253K +$1.66K +15 +0.7%
Vontobel Holding
288
Vontobel Holding
Switzerland
$252K – – –
AL
289
ACAS LLC
California
$252K +$1.55K +14 +0.6%
CIG
290
Cairn Investment Group
Washington
$251K -$69K -625 -22%
CBFP
291
Cedar Brook Financial Partners
Ohio
$249K -$69.1K -625 -22%
WS
292
Wedbush Securities
California
$249K -$29.3K -265 -11%
TNBTD
293
Trustmark National Bank Trust Department
Mississippi
$248K – – –
GVAG
294
Great Valley Advisor Group
Delaware
$245K +$245K +2,213 New
IC
295
Inscription Capital
Texas
$243K +$243K +2,199 New
PWM
296
Perigon Wealth Management
California
$242K – – –
MMM
297
Mendel Money Management
Illinois
$236K +$236K +2,134 New
TA
298
TFG Advisers
Michigan
$235K -$9.96K -90 -4%
FMWA
299
Forvis Mazars Wealth Advisors
Missouri
$235K +$235K +2,123 New
BFEC
300
Benjamin F. Edwards & Company
Missouri
$234K +$84.7K +767 +57%
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