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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

361 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 162 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
162
Reduced
124
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
Tectonic Advisors
Texas
$147M
2
Osaic Holdings
Osaic Holdings
Arizona
$147M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$189M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$26M
5
KLI
Kelman-Lazarov Inc
Tennessee
$17.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$66.5M
2
OPS
Orion Portfolio Solutions
Nebraska
$66.5M
3
Bank of America
Bank of America
North Carolina
$57.2M
4
FS
Ferguson Shapiro
Georgia
$43.1M
5
BCP
Blue Chip Partners
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
351
HBC Financial Services
Washington
$4K – – –
ME
352
McIlrath & Eck
Washington
$3.96K – – –
SIS
353
Sound Income Strategies
Florida
$3.96K – – –
MAWCM
354
Mine & Arao Wealth Creation & Management
California
$2.87K +$87 +1 +3%
SWM
355
Spire Wealth Management
Virginia
$1.81K +$86 +1 +5%
OLVIG
356
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14K -$4.48K -51 -80%
AIP
357
Ameritas Investment Partners
Nebraska
$1.14K +$1.14K +13 New
MFT
358
Moisand Fitzgerald Tamayo
Florida
$879 +$879 +10 New
CPA
359
Cardiff Park Advisors
California
$791 – – –
PA
360
PSI Advisors
Florida
$703 – – –
BNP Paribas Financial Markets
361
BNP Paribas Financial Markets
France
$352 -$1.58K -18 -82%
VCM
362
Versant Capital Management
Arizona
$352 +$352 +4 New
Fidelity Investments
363
Fidelity Investments
Massachusetts
$264 -$1.41K -16 -84%
BCP
364
Blue Chip Partners
Michigan
– -$7.36M -80,363 Closed
BCM
365
Brookstone Capital Management
Illinois
– -$4.36M -48,368 Closed
VAS
366
Vestmark Advisory Solutions
Massachusetts
– -$2.49M -27,198 Closed
LAS
367
LWM Advisory Services
Florida
– -$2.29M -24,962 Closed
RPGK
368
Retirement Planning Group (Kansas)
Kansas
– -$653K -7,123 Closed
SIA
369
SkyView Investment Advisors
New Jersey
– -$471K -5,135 Closed
AIA
370
Alera Investment Advisors
Illinois
– -$410K -4,475 Closed
AWM
371
Apollon Wealth Management
South Carolina
– -$373K -4,066 Closed
BCG
372
Breakwater Capital Group
New Jersey
– -$329K -3,592 Closed
PA
373
PFG Advisors
Arizona
– -$316K -3,448 Closed
KWA
374
Kingswood Wealth Advisors
California
– -$314K -3,432 Closed
SCM
375
Spreng Capital Management
Ohio
– -$311K -3,393 Closed
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15
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