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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

379 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
6.67%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
42
Increased
163
Reduced
118
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.8M
4
CW
4
CreativeOne Wealth
Kansas
$77.9M
5
Jane Street
5
Jane Street
New York
$15.2M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
SA
2
Strategic Advisors
New York
$0
3
FFG
3
Frisch Financial Group
New York
$418K
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
326
Creative Financial Designs
Indiana
$93K +$654 +6 +0.7%
CWP
327
Concord Wealth Partners
Virginia
$84K – – –
CFN
328
Cordasco Financial Network
Florida
$76K – – –
AW
329
Avion Wealth
Texas
$76K – – –
MHR
330
Matthew Hamilton Rosenberg
$70K – – –
US Bancorp
331
US Bancorp
Minnesota
$68K -$53.7K -487 -44%
HFA
332
Hoover Financial Advisors
Pennsylvania
$64K -$21.9K -199 -26%
COCM
333
Charter Oak Capital Management
New Hampshire
$62K -$33.1K -300 -35%
FRA
334
Front Row Advisors
California
$62K – – –
PFBT
335
Parkside Financial Bank & Trust
Missouri
$60K +$2.51K +23 +4%
EP
336
Eudaimonia Partners
Tennessee
$58K – – –
AC
337
AlphaCore Capital
California
$53K +$1.43K +13 +3%
TIM
338
Tortoise Investment Management
New York
$52K +$52K +479 New
HWA
339
HHM Wealth Advisors
Tennessee
$51K – – –
DAM
340
Delta Asset Management
Tennessee
$51K – – –
LWM
341
Liberty Wealth Management
California
$47K – – –
HI
342
Hudock Inc
Pennsylvania
$46K -$20.7K -191 -31%
GLLW
343
Graves Light Lenhart Wealth
Virginia
$45K -$7.97K -73 -15%
CPFP
344
Clear Perspectives Financial Planning
Ohio
$44K +$44K +400 New
KTC
345
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
IAIM
346
International Assets Investment Management
Florida
$42K +$21K +189 +100%
CWM
347
Cranbrook Wealth Management
Michigan
$41K – – –
GI
348
Gradient Investments
Minnesota
$37K +$437 +4 +1%
DTIM
349
Danda Trouve Investment Management
Kansas
$37K +$17.1K +155 +86%
BWA
350
BDO Wealth Advisors
Florida
$35K -$40.2K -365 -53%
12 13
14
15 16