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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

369 hedge funds and large institutions have $2.15B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 134 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.91%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
41
Increased
145
Reduced
134
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$71.2M
2
HI
2
Horizon Investments
North Carolina
$49.8M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$153M
4
PI
4
PFS Investments
Georgia
$24.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
YAL
3
Your Advocates Ltd
Texas
$6.74M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$12.4M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIN
26
Prudent Investors Network
California
$20.8M +$2.68M +28,910 +15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$20M -$785K -8,458 -4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$19.1M +$672K +7,249 +4%
WWA
29
WCG Wealth Advisors
Nevada
$18.5M -$13.7K -148 -0.1%
MWM
30
MinichMacGregor Wealth Management
New York
$18M +$18M +194,461 New
HighTower Advisors
31
HighTower Advisors
Illinois
$17.6M -$169K -1,824 -1%
CAN
32
Cetera Advisor Networks
California
$16.7M +$4.71M +50,827 +39%
QA
33
Quantitative Advantage
Minnesota
$16.6M +$1.13M +12,225 +7%
JWBC
34
John W. Brooker & Co
California
$15.4M -$395K -4,254 -3%
Stifel Financial
35
Stifel Financial
Missouri
$14.3M +$1.31M +14,131 +10%
GA
36
Goldstein Advisors
Wisconsin
$14.1M +$97.6K +1,052 +0.7%
TCFP
37
Treasure Coast Financial Planning
Florida
$14M +$3.38M +36,416 +32%
CPWMP
38
Cardinal Point Wealth Management Partners
California
$13.8M +$207K +2,235 +2%
CPCM
39
Cardinal Point Capital Management
Ontario, Canada
$13.8M +$207K +2,235 +2%
RJA
40
Raymond James & Associates
Florida
$12.9M -$478K -5,152 -4%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$12.4M -$19.8M -213,780 -62%
VNA
42
Valley National Advisers
Pennsylvania
$10.6M +$1.27M +13,690 +14%
TF
43
TimeScale Financial
Massachusetts
$10.6M +$10.4M +112,553 +6,776%
GAG
44
GM Advisory Group
New York
$10.2M +$732K +7,889 +8%
DOA
45
D'Orazio & Associates
Virginia
$10.2M -$572K -6,169 -5%
BRWA
46
B. Riley Wealth Advisors
Florida
$10M +$307K +3,314 +3%
CWM
47
Cornerstone Wealth Management
Missouri
$9.68M +$9.68M +104,391 New
VC
48
Vicus Capital
Pennsylvania
$9.03M +$77.1K +831 +0.9%
KL
49
KWMG LLC
Kansas
$8.81M +$242K +2,612 +3%
RA
50
Regis Acquisition
Colorado
$8.35M +$8.35M +90,049 New
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