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

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$0
2
FWM
2
Focused Wealth Management
New York
$1.12M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$29.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$132M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
326
Capital Investment Advisory Services
North Carolina
$98K – – –
SBL
327
Sargent Bickham Lagudis
Colorado
$96K -$30.4K -320 -24%
CFD
328
Creative Financial Designs
Indiana
$84K -$14.2K -149 -14%
RG
329
Retirement Group
California
$76K – – –
CWP
330
Concord Wealth Partners
Virginia
$73K – – –
CFN
331
Cordasco Financial Network
Florida
$66K – – –
CJL
332
Cyrus J. Lawrence
New York
$62K – – –
SWM
333
Spire Wealth Management
Virginia
$61K -$676K -7,136 -92%
LC
334
Lindbrook Capital
California
$57K – – –
PFBT
335
Parkside Financial Bank & Trust
Missouri
$56K +$5.11K +54 +10%
AW
336
Avion Wealth
Texas
$54K -$11.8K -124 -18%
COCM
337
Charter Oak Capital Management
New Hampshire
$54K – – –
FRA
338
Front Row Advisors
California
$54K – – –
FMP
339
Financial Management Professionals
Texas
$46K +$46K +487 New
HWA
340
HHM Wealth Advisors
Tennessee
$41K – – –
HI
341
Hudock Inc
Pennsylvania
$41K +$281 +3 +0.7%
GLLW
342
Graves Light Lenhart Wealth
Virginia
$39K – – –
CWA
343
Clearview Wealth Advisors
Oregon
$37K -$120K -1,251 -76%
BWL
344
Bogart Wealth LLC
Virginia
$36K +$7.11K +75 +25%
DTIM
345
Danda Trouve Investment Management
Kansas
$32K – – –
DWMG
346
DB Wealth Management Group
California
$30K -$12.4K -129 -29%
BWA
347
BDO Wealth Advisors
Florida
$30K – – –
BWP
348
Baldwin Wealth Partners
Massachusetts
$29K – – –
MHR
349
Matthew Hamilton Rosenberg
$28K – – –
NFSG
350
Newbridge Financial Services Group
Florida
$27K +$192 +2 +0.7%
12 13
14
15 16