BOND icon

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$4.07M
3
Bank of America
3
Bank of America
North Carolina
$58.3M
4
SPIA
4
Steward Partners Investment Advisory
New York
$7.94M
5
SCP
5
Stamos Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
Mainstay Capital Management
Michigan
$720K +$224K +2,076 +45%
NCM
152
Next Capital Management
New York
$707K -$39.1K -362 -5%
IFG
153
Investors Financial Group
Minnesota
$682K +$682K +6,325 New
JWCA
154
J.W. Cole Advisors
Florida
$676K +$676K +6,273 New
PIA
155
Powell Investment Advisors
Florida
$673K +$673K +6,230 New
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$654K +$654K +6,062 New
Millennium Management
157
Millennium Management
New York
$639K +$208K +1,932 +48%
GIP
158
Greatmark Investment Partners
Georgia
$618K +$8.08K +75 +1%
CG
159
Colony Group
Massachusetts
$616K – – –
PTC
160
Private Trust Company
Ohio
$615K -$10.1K -94 -2%
HWA
161
HCR Wealth Advisors
California
$615K – – –
IP
162
Intellectus Partners
California
$595K +$67.5K +625 +13%
OAM
163
Occidental Asset Management
California
$582K – – –
SCM
164
Spreng Capital Management
Ohio
$554K +$554K +5,140 New
EHPM
165
Emery Howard Portfolio Management
California
$549K +$15.1K +140 +3%
SWP
166
Stratos Wealth Partners
Ohio
$541K +$77.1K +716 +17%
ECM
167
Evergreen Capital Management
Washington
$541K +$172K +1,600 +47%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$535K +$28.9K +268 +6%
BHB
169
Bank Hapoalim BM
Israel
$532K -$553K – –
ASN
170
Advisory Services Network
Georgia
$516K -$19.6K -182 -4%
VNA
171
Valley National Advisers
Pennsylvania
$512K +$13.6K +126 +3%
ACI
172
Alpha Cubed Investments
California
$511K – – –
HFA
173
Hoover Financial Advisors
Pennsylvania
$506K +$506K +4,690 New
EAM
174
Evanson Asset Management
California
$502K +$4.1K +38 +0.8%
SBL
175
Sargent Bickham Lagudis
Colorado
$500K +$324 +3 +0.1%
5 6
7
8 9