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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 %
SFG
276
StrategIQ Financial Group
Indiana
$256K – – –
CAWM
277
Capital Advisors Wealth Management
Washington
$255K -$362 -4 -0.1%
TAM
278
Townsend Asset Management
North Carolina
$253K -$46.7K -516 -16%
ASN
279
Advisory Services Network
Georgia
$250K -$74.6K -825 -23%
AWA
280
Artemis Wealth Advisors
New York
$248K – – –
WWP
281
Waypoint Wealth Partners
California
$247K +$247K +2,726 New
IWN
282
Independent Wealth Network
Iowa
$247K +$247K +2,726 New
FAIM
283
Financial Advocates Investment Management
Washington
$241K +$241K +2,665 New
PCIA
284
Prime Capital Investment Advisors
Kansas
$236K +$236K +2,607 New
MGWM
285
Marks Group Wealth Management
Minnesota
$231K -$42.5K -470 -16%
ANTB
286
AMG National Trust Bank
Colorado
$230K -$200K -2,210 -47%
Luther King Capital Management (LKCM)
287
Luther King Capital Management (LKCM)
Texas
$226K -$252K – –
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$224K – – –
CWM
289
Catalyst Wealth Management
Georgia
$224K +$224K +2,471 New
FPCP
290
Fort Point Capital Partners
California
$221K -$1.09K -12 -0.5%
IP
291
Intellectus Partners
California
$221K – – –
PFM
292
Peak Financial Management
Massachusetts
$220K -$177K -1,955 -45%
BC
293
Bartlett & Co
Ohio
$218K -$546 -6 -0.2%
RRA
294
Round Rock Advisors
Connecticut
$218K +$218K +2,409 New
BCWM
295
Bartlett & Co Wealth Management
Ohio
$218K -$545 -6 -0.2%
SSWM
296
Strait & Sound Wealth Management
California
$215K +$215K +2,309 New
E
297
ETFidea
New York
$210K -$6.33K -70 -3%
EWM
298
Empirical Wealth Management
Washington
$208K – – –
SWM
299
SeaCrest Wealth Management
New York
$208K +$4.52K +50 +2%
HAIM
300
Hunter Associates Investment Management
Pennsylvania
$203K – – –
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12
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