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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$2.34M +$1.8M +16,663 +336%
AF
127
Advisornet Financial
Minnesota
$2.34M +$43.3K +478 +2%
MW
128
MBL Wealth
North Carolina
$2.29M +$371K +4,100 +19%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$2.24M -$912K -10,082 -29%
IWP
130
Insight Wealth Partners
Texas
$2.2M +$275K +3,036 +14%
MWM
131
Mascoma Wealth Management
New Hampshire
$2.1M -$4.52M -49,909 -68%
DCM
132
Dudley Capital Management
Virginia
$2.03M +$2.03M +22,414 New
SHGA
133
Sand Hill Global Advisors
California
$1.98M +$932K +10,296 +89%
WP
134
WealthShield Partners
North Carolina
$1.98M +$64.6K +712 +3%
HI
135
Harbour Investments
Wisconsin
$1.97M -$585K -6,461 -23%
SMFG
136
Sumitomo Mitsui Financial Group
Japan
$1.96M – – –
TFF
137
The Family Firm
Maryland
$1.96M +$388K +4,288 +25%
AWS
138
Atria Wealth Solutions
New York
$1.94M -$228K -2,513 -11%
EH
139
Equitable Holdings
New York
$1.93M +$280K +3,091 +17%
CA
140
Cetera Advisors
Colorado
$1.89M -$669K -7,395 -26%
HWA
141
HCR Wealth Advisors
California
$1.78M – – –
DSA
142
Droms Strauss Advisors
Missouri
$1.71M +$238K +2,624 +16%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$1.69M +$602K +6,653 +55%
PA
144
Procyon Advisors
Connecticut
$1.69M +$324K +3,586 +24%
GCM
145
Gallacher Capital Management
Colorado
$1.66M +$1.66M +18,371 New
MMA
146
Miracle Mile Advisors
California
$1.64M -$897K -9,917 -35%
BAM
147
Belpointe Asset Management
Nevada
$1.62M -$135K -1,489 -8%
EE
148
EWG Elevate
California
$1.62M +$66.9K +739 +4%
BCG
149
Breakwater Capital Group
New Jersey
$1.57M +$1.57M +17,348 New
LAS
150
LWM Advisory Services
Florida
$1.57M +$383K +4,230 +32%
4 5
6
7 8