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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

361 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 162 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
162
Reduced
124
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
Tectonic Advisors
Texas
$147M
2
Osaic Holdings
Osaic Holdings
Arizona
$147M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$189M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$26M
5
KLI
Kelman-Lazarov Inc
Tennessee
$17.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$66.5M
2
OPS
Orion Portfolio Solutions
Nebraska
$66.5M
3
Bank of America
Bank of America
North Carolina
$57.2M
4
FS
Ferguson Shapiro
Georgia
$43.1M
5
BCP
Blue Chip Partners
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Artemis Wealth Advisors
New York
$241K – – –
HWM
277
HB Wealth Management
Georgia
$239K +$1.85K +21 +0.8%
MWM
278
Mascoma Wealth Management
New Hampshire
$237K -$22K -250 -8%
CA
279
Cambridge Advisors
Nebraska
$237K – – –
EWP
280
Elevation Wealth Partners
California
$234K +$967 +11 +0.4%
VA
281
Valmark Advisers
Ohio
$232K -$33K -375 -12%
FWM
282
Fortress Wealth Management
California
$230K +$2.02K +23 +0.9%
WCFA
283
Walkner Condon Financial Advisors
Wisconsin
$225K +$3.69K +42 +2%
Truist Financial
284
Truist Financial
North Carolina
$225K -$314K -3,576 -58%
Luther King Capital Management (LKCM)
285
Luther King Capital Management (LKCM)
Texas
$220K -$229K – –
PI
286
PFG Investments
New York
$215K +$1.67K +19 +0.8%
SCM
287
SOL Capital Management
Maryland
$214K +$214K +2,440 New
RRA
288
Round Rock Advisors
Connecticut
$212K +$88 +1 +0%
LCWP
289
Legacy Capital Wealth Partners
Arkansas
$211K +$211K +2,400 New
PPP
290
Private Portfolio Partners
New Jersey
$209K -$90.8K -1,033 -30%
AA
291
ACT Advisors
North Carolina
$205K -$2.81K -32 -1%
E
292
ETFidea
New York
$204K – – –
PCIA
293
Prime Capital Investment Advisors
Kansas
$203K +$5.63K +64 +3%
ACI
294
Alpha Cubed Investments
California
$203K +$4.83K +55 +2%
BCA
295
Bay Colony Advisors
Massachusetts
$203K +$176 +2 +0.1%
EWM
296
Empirical Wealth Management
Washington
$202K – – –
SWM
297
SeaCrest Wealth Management
New York
$202K – – –
AL
298
ACAS LLC
California
$201K +$2.11K +24 +1%
FIA
299
Foundations Investment Advisors
Arizona
$201K +$201K +2,286 New
CAL
300
Capital Analysts LLC
Pennsylvania
$180K +$35.9K +410 +25%
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