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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

379 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
6.67%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
42
Increased
163
Reduced
118
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.8M
4
CW
4
CreativeOne Wealth
Kansas
$77.9M
5
Jane Street
5
Jane Street
New York
$15.2M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
SA
2
Strategic Advisors
New York
$0
3
FFG
3
Frisch Financial Group
New York
$418K
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
151
Parisi Gray Wealth Management
New Jersey
$1.25M +$17.2K +157 +1%
CWM
152
Connecticut Wealth Management
Connecticut
$1.25M -$5.48K -50 -0.4%
DAS
153
Dynamic Advisor Solutions
Arizona
$1.23M -$424K -3,873 -26%
PGAM
154
Princeton Global Asset Management
New Jersey
$1.2M +$312K +2,853 +35%
AWM
155
Avitas Wealth Management
California
$1.2M +$70.6K +645 +6%
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$1.19M -$63.9K -584 -5%
MAM
157
MMA Asset Management
Pennsylvania
$1.15M +$381K +3,485 +50%
CPA
158
Capital Planning Advisors
California
$1.14M -$143K -1,303 -11%
UCFA
159
United Capital Financial Advisors
Texas
$1.12M -$493K -4,502 -31%
MIM
160
Macroview Investment Management
Maryland
$1.12M -$172K -1,573 -13%
CA
161
Crumly & Associates
Illinois
$1.11M -$42.6K -389 -4%
RF
162
Rollins Financial
Georgia
$1.1M -$40.9K -374 -4%
MOS
163
MGO One Seven
Ohio
$1.1M +$208K +1,897 +23%
ACM
164
Anfield Capital Management
California
$1.09M +$399K +3,639 +57%
CFGS
165
Concourse Financial Group Securities
Alabama
$1.04M +$139K +1,269 +15%
CC
166
Callan Capital
California
$1.04M +$2.74K +25 +0.3%
Truist Financial
167
Truist Financial
North Carolina
$1.04M +$51.9K +474 +5%
IFG
168
Investors Financial Group
Minnesota
$1.01M +$63.6K +581 +7%
EWA
169
EP Wealth Advisors
California
$1.01M -$256K -2,336 -20%
NCM
170
Next Capital Management
New York
$1M – – –
CL
171
CPWM LLC
Washington
$999K +$999K +9,125 New
GA
172
Greytown Advisors
Florida
$992K +$992K +9,064 New
CA
173
Cornerstone Advisory
Maryland
$942K -$328K -2,996 -26%
AF
174
Affiance Financial
Minnesota
$933K +$228K +2,082 +32%
ECM
175
Evergreen Capital Management
Washington
$926K +$2.52K +23 +0.3%
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7
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