BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

377 hedge funds and large institutions have $1.95B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-24
Holders Change %
-5.99%
% of All Funds
6.37%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.49%
New
33
Increased
109
Reduced
173
Closed
50
Calls
$629K
Puts
$695K
Net Calls
-$66K
Net Calls Change
+$264K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$21.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$94.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.5M
4
RWIA
Roger Wittlin Investment Advisory
California
$14.3M
5
HW
Hamilton Wealth
California
$12.6M

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
$0
2
FWM
Focused Wealth Management
New York
$1.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
301
Keudell/Morrison Wealth Management
Oregon
$225K +$225K +2,365 New
PCIA
302
Prime Capital Investment Advisors
Kansas
$220K +$220K +2,314 New
EWM
303
Empirical Wealth Management
Washington
$219K – – –
HAIM
304
Hunter Associates Investment Management
Pennsylvania
$215K +$215K +2,250 New
AWM
305
Avior Wealth Management
Nebraska
$214K -$7.41K -78 -3%
GVAG
306
Great Valley Advisor Group
Delaware
$210K -$101K -1,060 -32%
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$210K – – –
FAIM
308
Financial Advocates Investment Management
Washington
$202K +$478 +5 +0.2%
LFASL
309
Lugano Financial Advisors SA (LFA)
Switzerland
$190K -$251K -2,645 -57%
BWS
310
BCR Wealth Strategies
Alabama
$168K +$8.31K +87 +5%
PFS
311
Prospera Financial Services
Texas
$165K +$160K +1,679 +3,358%
Franklin Resources
312
Franklin Resources
California
$162K – – –
William Blair & Company
313
William Blair & Company
Illinois
$160K -$121K -1,278 -43%
TCWA
314
Ten Capital Wealth Advisors
Washington
$160K -$8.19K -86 -5%
CMA
315
Cedar Mountain Advisors
Oregon
$159K -$31.6K -331 -17%
TF
316
TimeScale Financial
Massachusetts
$157K +$1.14K +12 +0.7%
SWM
317
SeaCrest Wealth Management
New York
$157K +$157K +1,645 New
TCWM
318
Total Clarity Wealth Management
Illinois
$156K +$156K +1,635 New
APC
319
Aspire Private Capital
North Carolina
$155K – – –
AIM
320
Acropolis Investment Management
Missouri
$140K – – –
HNB
321
Huntington National Bank
Ohio
$132K -$112K – –
OAJ
322
Ogorek Anthony Joseph
New York
$132K – – –
BRWM
323
B. Riley Wealth Management
Tennessee
$118K +$7.22K +7,392 +7%
PTC
324
Private Trust Company
Ohio
$115K -$290K -3,044 -72%
AA
325
Ancora Advisors
Ohio
$105K +$84.3K +882 +408%
11 12
13
14 15