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PIMCO Active Bond Exchange-Traded Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$2.34M -$114K -1,232 -5%
EGWAG
127
Elwood & Goetz Wealth Advisory Group
Georgia
$2.32M -$1.61M -17,403 -41%
FMWA
128
Forvis Mazars Wealth Advisors
Missouri
$2.24M -$19.4M -209,338 -90%
WP
129
WealthShield Partners
North Carolina
$2.18M +$160K +1,725 +8%
IWP
130
Insight Wealth Partners
Texas
$2.17M -$89K -959 -4%
LAS
131
LWM Advisory Services
Florida
$2.16M +$550K +5,927 +34%
AI
132
Atria Investments
North Carolina
$2.13M -$350K -3,774 -14%
IA
133
IFP Advisors
Florida
$2.11M -$231K -2,135 -10%
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$2.11M -$716K -7,720 -25%
TFF
135
The Family Firm
Maryland
$2.04M +$37.2K +401 +2%
SMFG
136
Sumitomo Mitsui Financial Group
Japan
$2.03M +$17.8K +192 +0.9%
DCM
137
Dudley Capital Management
Virginia
$2.02M -$63.6K -686 -3%
HI
138
Harbour Investments
Wisconsin
$1.98M -$43.7K -471 -2%
CA
139
Cetera Advisors
Colorado
$1.81M -$136K -1,462 -7%
HWA
140
HCR Wealth Advisors
California
$1.8M -$15.3K -165 -0.8%
JWCA
141
J.W. Cole Advisors
Florida
$1.78M +$1.45M +15,633 +443%
AFO
142
Arrowroot Family Office
California
$1.73M +$1.73M +18,605 New
EE
143
EWG Elevate
California
$1.72M +$65.1K +702 +4%
MMA
144
Miracle Mile Advisors
California
$1.68M
GSEP
145
Golden State Equity Partners
California
$1.64M +$1.64M +17,637 New
SEP
146
Southland Equity Partners
Missouri
$1.57M +$967K +10,428 +161%
Citigroup
147
Citigroup
New York
$1.56M +$294K +3,175 +23%
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.56M -$21.6K -233 -1%
RMC
149
Regis Management Company
California
$1.53M -$8.11M -87,472 -84%
SW
150
Signify Wealth
Missouri
$1.51M +$449K +4,839 +42%