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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
Corient Private Wealth
2
Corient Private Wealth
Florida
$45.7M
3
EP
3
Essential Planning
New Hampshire
$36.1M
4
KW
4
KWB Wealth
California
$27.8M
5
FS
5
Ferguson Shapiro
Georgia
$25.3M

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 %
VC
51
Vicus Capital
Pennsylvania
$8.73M 96,493 -1,738 -2%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$8.7M 96,100 +29,270 +44%
MHS
53
M Holdings Securities
Oregon
$8.48M 93,674 -3,885 -4%
KL
54
KWMG LLC
Kansas
$8.36M 92,400 +4,897 +6%
LFGH
55
Lee Financial Group Hawaii
Hawaii
$7.97M 88,053 -2,318 -3%
DP
56
Denver PWM
Colorado
$7.58M 83,828 +73,542 +715%
SFS
57
Sowell Financial Services
Arkansas
$7.2M 79,321 +39,423 +99%
BCP
58
Blue Chip Partners
Michigan
$7.14M 78,900 +78,900 New
PA
59
Parallel Advisors
California
$6.85M 75,690 +6,517 +9%
NSB
60
Norway Savings Bank
Maine
$6.78M 74,921 -4,833 -6%
DWM
61
Destination Wealth Management
California
$6.62M 73,126 -1,358 -2%
LCM
62
Leisure Capital Management
California
$6.45M 71,263 +60,656 +572%
CW
63
CreativeOne Wealth
Kansas
$6.21M 68,615 -5,290 -7%
EWA
64
EP Wealth Advisors
California
$6.19M 68,380 +41,396 +153%
WWM
65
Wagner Wealth Management
South Carolina
$6.16M 68,084 +332 +0.5%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$6.02M 66,110 -1,233 -2%
BFG
67
Bleakley Financial Group
New Jersey
$6M 66,268 +66,268 New
AAS
68
Ameritas Advisory Services
Nebraska
$5.98M 66,059 +128 +0.2%
PP
69
Pacifica Partners
Canada
$5.9M 64,787 +1,827 +3%
NA
70
NewEdge Advisors
Louisiana
$5.61M 65,798 +19,507 +42%
IDA
71
Intelligence Driven Advisers
California
$5.47M 59,289 +46,304 +357%
ACP
72
Aviance Capital Partners
Florida
$5.33M 58,951 -2,389 -4%
RWIA
73
Roger Wittlin Investment Advisory
California
$5.23M 57,841 +44,497 +333%
HGWM
74
Harvest Group Wealth Management
Massachusetts
$5.18M 57,230 -166 -0.3%
GRP
75
Global Retirement Partners
California
$4.99M 55,202 +2,047 +4%
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