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PIMCO Active Bond Exchange-Traded Fund

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Savant Capital
Illinois
$273K -$18.9K -206 -6%
Corient Private Wealth
302
Corient Private Wealth
Florida
$272K +$272K +2,964 New
PPP
303
Private Portfolio Partners
New Jersey
$272K -$17K -185 -6%
SSWM
304
Strait & Sound Wealth Management
California
$264K -$2.78K -31 -1%
PTC
305
Private Trust Company
Ohio
$263K +$19K +207 +8%
CAG
306
Crestwood Advisors Group
Massachusetts
$259K -$91.9K -1,000 -26%
SS
307
Sunbelt Securities
Texas
$258K
AWA
308
Artemis Wealth Advisors
New York
$254K +$2.85K +31 +1%
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$252K -$86.3K -939 -25%
TFA
310
Tobias Financial Advisors
Florida
$248K
9WM
311
9258 Wealth Management
Ohio
$245K
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$239K +$239K +2,598 New
VPP
313
Vertex Planning Partners
Illinois
$238K -$443K -4,823 -65%
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$230K -$231K
WIM
315
WealthPlan Investment Management
Nebraska
$225K -$60K -653 -21%
CA
316
Clearstead Advisors
Ohio
$219K +$80K +885 +58%
FHC
317
First Heartland Consultants
Missouri
$214K -$133K -1,446 -38%
BCA
318
Bay Colony Advisors
Massachusetts
$212K +$184 +2 +0.1%
HIC
319
Hartline Investment Corp
Illinois
$212K +$212K +2,308 New
EWM
320
Empirical Wealth Management
Washington
$211K
AA
321
ACT Advisors
North Carolina
$210K
FF
322
Farrell Financial
New York
$210K +$367 +4 +0.2%
TC
323
TownSquare Capital
Utah
$207K +$207K +2,255 New
PA
324
PFG Advisors
Arizona
$207K +$3.86K +42 +2%
HAIM
325
Hunter Associates Investment Management
Pennsylvania
$207K