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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+27
Holders Change %
+7.96%
% of All Funds
5.91%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
64
Increased
132
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
EP
2
Essential Planning
New Hampshire
$36.1M
3
KW
3
KWB Wealth
California
$27.8M
4
FS
4
Ferguson Shapiro
Georgia
$25.3M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.24M
3
HW
3
Hamilton Wealth
California
$563K
4
Jane Street
4
Jane Street
New York
$9.57M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
351
Tower Research Capital (TRC)
New York
$11K +$11K +118 New
SBL
352
Sargent Bickham Lagudis
Colorado
$10.9K -$71.1K -786 -87%
AA
353
Ancora Advisors
Ohio
$10K -$10K -108 -50%
PA
354
PSI Advisors
Florida
$9.14K +$8.41K +93 +1,163%
TWM
355
Tradition Wealth Management
Minnesota
$9K +$88 +1 +1%
TFS
356
TrustCore Financial Services
Tennessee
$8.96K +$8.96K +99 New
GFWA
357
Grey Fox Wealth Advisors
Delaware
$8.78K +$8.78K +97 New
CA
358
CoreCap Advisors
Michigan
$6.97K +$6.97K +77 New
GI
359
Gradient Investments
Minnesota
$5.57K +$90 +1 +2%
ME
360
McIlrath & Eck
Washington
$4.07K – – –
SIS
361
Sound Income Strategies
Florida
$4.07K – – –
TSWM
362
Tyler-Stone Wealth Management
Ohio
$4K – – –
FA
363
Fiduciary Alliance
South Carolina
$3.35K +$3.35K +37 New
MAWCM
364
Mine & Arao Wealth Creation & Management
California
$2.86K +$89 +1 +3%
OLVIG
365
Oliver Lagore Vanvalin Investment Group
Michigan
$1.18K – – –
PMFA
366
Plante Moran Financial Advisors
Michigan
$1.05K +$87 +1 +9%
CPA
367
Cardiff Park Advisors
California
$814 – – –
Fidelity Investments
368
Fidelity Investments
Massachusetts
$181 -$4.62K -51 -96%
SA
369
Strategic Advisors
New York
– -$8.44M -94,108 Closed
PWM
370
Pinnacle Wealth Management
California
– -$4.81M -53,575 Closed
DADC
371
D.A. Davidson & Co
Montana
– -$2.96M -32,947 Closed
LSAG
372
Lake Street Advisors Group
New Hampshire
– -$2.18M -24,249 Closed
OMC
373
Old Mission Capital
Illinois
– -$1.5M -16,741 Closed
AFM
374
Andesa Financial Management
Pennsylvania
– -$1.33M -14,790 Closed
RIG
375
Ramiah Investment Group
Wisconsin
– -$997K -11,111 Closed
12 13 14
15
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