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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

401 hedge funds and large institutions have $2.38B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-7
Holders Change %
-1.72%
% of All Funds
6.35%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.59%
New
47
Increased
126
Reduced
160
Closed
48
Calls
–
Puts
$330K
Net Calls
-$330K
Net Calls Change
-$330K

Top Buyers

1
Jane Street
Jane Street
New York
$23.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M
3
AF
Allworth Financial
California
$22.9M
4
WWM
Wagner Wealth Management
South Carolina
$10.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$8.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$121M
2
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
Wells Fargo
Wells Fargo
California
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
126
Astoria Portfolio Advisors
New York
$2.11M +$2.11M +20,743 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$2M -$696K -6,836 -26%
SMFG
128
Sumitomo Mitsui Financial Group
Japan
$1.96M -$30.5K -300 -2%
BAM
129
Belpointe Asset Management
Nevada
$1.93M +$65.7K +645 +4%
IWP
130
Insight Wealth Partners
Texas
$1.9M +$252K +2,475 +15%
OPS
131
Orion Portfolio Solutions
Nebraska
$1.81M -$1.43M -14,013 -44%
ASI
132
Advisory Services & Investments
Oregon
$1.78M +$1.78M +17,462 New
WA
133
Winfield Associates
Ohio
$1.78M -$30.5K -300 -2%
WWM
134
Western Wealth Management
Colorado
$1.72M +$1.03M +10,092 +147%
AMG
135
Asset Management Group
Connecticut
$1.7M -$184K -1,804 -10%
OPA
136
Old Port Advisors
Maine
$1.7M -$248K -2,444 -13%
EH
137
Equitable Holdings
New York
$1.67M -$126K -1,242 -7%
AAS
138
Avantax Advisory Services
Texas
$1.64M +$59.2K +583 +4%
TFF
139
The Family Firm
Maryland
$1.62M +$60.6K +595 +4%
Citigroup
140
Citigroup
New York
$1.61M -$372K -3,656 -19%
AC
141
Apella Capital
Connecticut
$1.59M -$543K -5,332 -25%
NFC
142
Northeast Financial Consultants
Connecticut
$1.56M – – –
CFG
143
Claremont Financial Group
California
$1.55M +$1.54M +15,377 +21,658%
PCA
144
Providence Capital Advisors
North Carolina
$1.53M +$1.53M +15 New
KAS
145
Kestra Advisory Services
Texas
$1.49M -$357K -3,512 -19%
FSWA
146
Financial Synergies Wealth Advisors
Texas
$1.47M -$385K -3,787 -21%
WA
147
WBH Advisory
Maryland
$1.43M +$726K +7,375 +102%
OMC
148
Old Mission Capital
Illinois
$1.42M +$1.42M +13,967 New
AFM
149
Abbot Financial Management
Massachusetts
$1.41M -$38.8K -381 -3%
UOTTAIMCU
150
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.4M – – –
4 5
6
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