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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

323 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+49
Holders Change %
+17.88%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
72
Increased
136
Reduced
64
Closed
18
Calls
–
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$77.7M
2
WP
WealthPLAN Partners
Nebraska
$26.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.6M
4
Morgan Stanley
Morgan Stanley
New York
$86.9M
5
HGWM
Harvest Group Wealth Management
Massachusetts
$8.38M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Jane Street
Jane Street
New York
$4.07M
3
Bank of America
Bank of America
North Carolina
$58.3M
4
SPIA
Steward Partners Investment Advisory
New York
$7.94M
5
SCP
Stamos Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
126
Arden Trust
Delaware
$1.24M -$381K -3,530 -24%
HFA
127
Huber Financial Advisors
Illinois
$1.23M +$248K +2,302 +25%
EH
128
Equitable Holdings
New York
$1.22M +$1.22M +11,276 New
CC
129
Callan Capital
California
$1.18M -$89.2K -827 -7%
FFN
130
Focus Financial Network
Minnesota
$1.15M +$590K +5,455 +105%
LFPWM
131
Leicht Financial Planning & Wealth Management
New Jersey
$1.14M -$779K -7,228 -41%
BWL
132
Bogart Wealth LLC
Virginia
$1.08M +$70.2K +651 +7%
MAG
133
Mayfair Advisory Group
Alabama
$1.08M +$1.08M +10,001 New
BCWM
134
Bartlett & Co Wealth Management
Ohio
$1.06M -$128K -1,185 -11%
B
135
Bridgeworth
Alabama
$1.04M +$795K +7,373 +330%
PFM
136
Peak Financial Management
Massachusetts
$1.01M -$1.19K -11 -0.1%
FF
137
Fluent Financial
Texas
$964K +$964K +8,939 New
CA
138
Crumly & Associates
Illinois
$922K +$922K +8,550 New
AFP
139
Ausdal Financial Partners
Iowa
$918K +$202K +1,842 +28%
PWA
140
Physician Wealth Advisors
Utah
$905K +$31K +286 +4%
IA
141
IFP Advisors
Florida
$903K +$53.6K +493 +6%
AAS
142
Avantax Advisory Services
Texas
$899K +$899K +8,365 New
Truist Financial
143
Truist Financial
North Carolina
$886K +$886K +8,222 New
BAC
144
Boys Arnold & Co
North Carolina
$853K +$49.1K +455 +6%
AW
145
Avion Wealth
Texas
$851K -$3.99K -37 -0.5%
NFG
146
Next Financial Group
Texas
$827K +$202K +1,875 +32%
BZWA
147
Blue Zone Wealth Advisors
California
$807K +$807K +7,485 New
IC
148
Inscription Capital
Texas
$803K +$148K +1,365 +23%
PA
149
Planning Alternatives
Michigan
$792K -$170K -1,580 -18%
OCM
150
One Capital Management
California
$769K -$372K -3,450 -33%
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6
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