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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

369 hedge funds and large institutions have $2.5B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
–
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.58%
New
38
Increased
155
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$86.1M
2
BCI
Brinker Capital Investments
Pennsylvania
+$63.3M
3
OPS
Orion Portfolio Solutions
Nebraska
+$63.3M
4
LPL Financial
LPL Financial
California
+$28.5M
5
Morgan Stanley
Morgan Stanley
New York
+$27.8M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$22M
2
GM
GeoWealth Management
Illinois
-$14.8M
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$8.62M
4
MHS
M Holdings Securities
Oregon
-$7.33M
5
HI
Horizon Investments
North Carolina
-$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$2.25M -$82.7K -903 -4%
MML Investors Services
127
MML Investors Services
Massachusetts
$2.2M -$119K -1,299 -5%
WWM
128
Wagner Wealth Management
South Carolina
$2.16M -$197K -2,154 -8%
KF
129
Krilogy Financial
Missouri
$2.16M -$216K -2,363 -9%
RC
130
Rovin Capital
Arizona
$2.13M -$487K -5,314 -19%
LCM
131
Lunt Capital Management
Utah
$2.1M +$2.1M +22,947 New
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$2.08M +$681K +7,437 +49%
HI
133
Harbour Investments
Wisconsin
$2.06M +$104K +1,132 +5%
TFF
134
The Family Firm
Maryland
$2.05M +$29.3K +320 +1%
SMFG
135
Sumitomo Mitsui Financial Group
Japan
$1.96M -$45.7K -499 -2%
DCM
136
Dudley Capital Management
Virginia
$1.95M -$38.8K -423 -2%
SFG
137
StrategIQ Financial Group
Indiana
$1.91M +$1.66M +18,076 +640%
CGFA
138
Colton Groome Financial Advisors
North Carolina
$1.9M -$544K -5,938 -22%
IA
139
IFP Advisors
Florida
$1.89M +$99.7K +1,088 +6%
EE
140
EWG Elevate
California
$1.86M +$160K +1,751 +9%
PFG
141
PAX Financial Group
Texas
$1.83M +$1.83M +20,016 New
IWC
142
Integrated Wealth Concepts
Massachusetts
$1.79M +$251K +2,736 +16%
CFG
143
Cooper Financial Group
California
$1.76M +$1.76M +19,206 New
IWP
144
Insight Wealth Partners
Texas
$1.72M -$426K -4,648 -20%
HWA
145
HCR Wealth Advisors
California
$1.6M -$180K -1,970 -10%
RMC
146
Regis Management Company
California
$1.58M +$68.4K +746 +5%
SW
147
Signify Wealth
Missouri
$1.58M +$85.4K +932 +6%
MMA
148
Miracle Mile Advisors
California
$1.56M -$107K -1,167 -6%
Citigroup
149
Citigroup
New York
$1.54M +$1.1K +12 +0.1%
CA
150
Cetera Advisors
Colorado
$1.51M -$270K -2,946 -15%
4 5
6
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