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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CPA
376
Capital Planning Advisors
California
– – -9,829 Closed
CC
377
Callan Capital
California
– – -9,264 Closed
PCM
378
Presidio Capital Management
California
– – -7,792 Closed
NFC
379
Northeast Financial Consultants
Connecticut
– – -5,575 Closed
SWP
380
Stratos Wealth Partners
Ohio
– – -5,217 Closed
HCM
381
Howland Capital Management
Massachusetts
– – -3,662 Closed
AC
382
Avestar Capital
New York
– – -3,337 Closed
Lido Advisors
383
Lido Advisors
California
– – -3,219 Closed
HPWM
384
Highland Private Wealth Management
Washington
– – -2,988 Closed
PJSIMP
385
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -2,939 Closed
GCM
386
Gator Capital Management
Florida
– – -2,900 Closed
WG
387
Watchman Group
Texas
– – -2,602 Closed
UCFA
388
United Capital Financial Advisors
Texas
– – -2,414 Closed
BWS
389
BCR Wealth Strategies
Alabama
– – -1,530 Closed
FA
390
Flagstar Advisors
New York
– – -1,030 Closed
FRA
391
Front Row Advisors
California
– – -565 Closed
HI
392
Hudock Inc
Pennsylvania
– – -440 Closed
OPW
393
Oxler Private Wealth
New York
– – -400 Closed
UB
394
UMB Bank
Missouri
– – -45 Closed
PFA
395
Professional Financial Advisors
Nebraska
– – -33 Closed
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
– – -32 Closed
BHWM
397
Bay Harbor Wealth Management
Maryland
– – -1 Closed
12 13 14 15
16