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PIMCO Active Bond Exchange-Traded Fund

321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

2.68% more ownership

Funds ownership: 52.25%54.93% (+2.7%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% less capital invested

Capital invested by funds: $1.52B → $1.52B (-$5.7M)

1% less funds holding

Funds holding: 324321 (-3)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.07%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
39
Increased
109
Reduced
113
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$887K +$74.1K +682 +9%
BWL
152
Bogart Wealth LLC
Virginia
$862K -$205K -1,888 -19%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$849K -$196K -1,805 -18%
BC
154
Bartlett & Co
Ohio
$849K +$869K +7,998 New
BAC
155
Boys Arnold & Co
North Carolina
$840K
FF
156
Fluent Financial
Texas
$832K -$120K -1,107 -12%
LCM
157
Leisure Capital Management
California
$822K +$506K +4,661 +151%
IC
158
Inscription Capital
Texas
$776K -$12.7K -117 -2%
IWA
159
Inspirion Wealth Advisors
Illinois
$770K +$788K +7,253 New
HWA
160
HCR Wealth Advisors
California
$753K +$150K +1,380 +24%
CA
161
Crumly & Associates
Illinois
$749K -$163K -1,497 -18%
OPA
162
Old Port Advisors
Maine
$727K +$365K +3,359 +96%
MAG
163
Mayfair Advisory Group
Alabama
$723K -$347K -3,190 -32%
IFG
164
Investors Financial Group
Minnesota
$718K +$47.4K +436 +7%
ACP
165
Aveo Capital Partners
Colorado
$696K +$712K +6,551 New
NCM
166
Next Capital Management
New York
$695K
PWA
167
Physician Wealth Advisors
Utah
$677K -$232K -2,138 -26%
ACM
168
Anfield Capital Management
California
$673K +$689K +6,342 New
OCM
169
One Capital Management
California
$620K -$140K -1,290 -18%
GIP
170
Greatmark Investment Partners
Georgia
$608K -$543 -5 -0.1%
EHPM
171
Emery Howard Portfolio Management
California
$587K +$48K +442 +9%
PTC
172
Private Trust Company
Ohio
$584K -$21.9K -202 -4%
SW
173
SVB Wealth
Massachusetts
$573K +$587K +5,400 New
CG
174
Colony Group
Massachusetts
$570K -$38.1K -351 -6%
CPA
175
Capital Planning Advisors
California
$557K +$570K +5,244 New