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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

369 hedge funds and large institutions have $2.5B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
–
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.58%
New
38
Increased
155
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$86.1M
2
BCI
Brinker Capital Investments
Pennsylvania
+$63.3M
3
OPS
Orion Portfolio Solutions
Nebraska
+$63.3M
4
LPL Financial
LPL Financial
California
+$28.5M
5
Morgan Stanley
Morgan Stanley
New York
+$27.8M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$22M
2
GM
GeoWealth Management
Illinois
-$14.8M
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$8.62M
4
MHS
M Holdings Securities
Oregon
-$7.33M
5
HI
Horizon Investments
North Carolina
-$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
276
WealthPlan Investment Management
Nebraska
$255K -$363K -3,965 -59%
AWA
277
Artemis Wealth Advisors
New York
$251K – – –
KWS
278
Keystone Wealth Services
California
$250K +$250K +2,733 New
CSPAM
279
Cary Street Partners Asset Management
Virginia
$250K -$42.1K -460 -14%
SFG
280
Sage Financial Group
Pennsylvania
$248K +$9.62K +105 +4%
HWM
281
HB Wealth Management
Georgia
$248K -$77.9K -850 -24%
CA
282
Cambridge Advisors
Nebraska
$247K -$91.6K -1,000 -27%
EWP
283
Elevation Wealth Partners
California
$243K +$825 +9 +0.3%
FWM
284
Fortress Wealth Management
California
$238K -$81.7K -892 -26%
WCFA
285
Walkner Condon Financial Advisors
Wisconsin
$231K +$8.61K +94 +4%
Luther King Capital Management (LKCM)
286
Luther King Capital Management (LKCM)
Texas
$229K -$232K – –
IP
287
Intellectus Partners
California
$223K – – –
PI
288
PFG Investments
New York
$222K +$222K +2,423 New
RRA
289
Round Rock Advisors
Connecticut
$221K +$92 +1 +0%
AA
290
ACT Advisors
North Carolina
$217K +$217K +2,367 New
SL
291
Sentinus LLC
Illinois
$215K +$215K +2,342 New
E
292
ETFidea
New York
$213K – – –
BCA
293
Bay Colony Advisors
Massachusetts
$211K +$92 +1 +0%
EWM
294
Empirical Wealth Management
Washington
$211K – – –
SWM
295
SeaCrest Wealth Management
New York
$210K – – –
BWA
296
BDO Wealth Advisors
Florida
$209K -$3.21K -35 -2%
AL
297
ACAS LLC
California
$208K +$2.02K +22 +1%
HAIM
298
Hunter Associates Investment Management
Pennsylvania
$207K – – –
ACI
299
Alpha Cubed Investments
California
$206K -$3.48K -38 -2%
PCIA
300
Prime Capital Investment Advisors
Kansas
$206K +$206K +2,247 New
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