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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 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.66%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.67%
New
30
Increased
165
Reduced
115
Closed
26
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
+$90K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$94.7M
2
FFC
Fure Financial Corporation
Minnesota
$6.98M
3
SC
Scotia Capital
Ontario, Canada
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
DOA
D'Orazio & Associates
Virginia
$7.91M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$58.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.9M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
MFG
Menard Financial Group
Texas
$0
5
AFM
Andesa Financial Management
Pennsylvania
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
151
Capital Planning Advisors
California
$1.34M +$62K +561 +5%
TFF
152
The Family Firm
Maryland
$1.32M +$343K +3,126 +35%
ACM
153
Anfield Capital Management
California
$1.31M -$41.6K -379 -3%
AWM
154
Avitas Wealth Management
California
$1.28M +$65.3K +591 +5%
MOS
155
MGO One Seven
Ohio
$1.26M +$63.6K +578 +5%
CWM
156
Connecticut Wealth Management
Connecticut
$1.26M -$104K -938 -8%
CWA
157
Clearview Wealth Advisors
Oregon
$1.23M -$52K -470 -4%
MW
158
MBL Wealth
North Carolina
$1.22M +$1.22M +11,055 New
AWE
159
Avidian Wealth Enterprises
Texas
$1.21M +$478K +4,322 +65%
MCM
160
Mainstay Capital Management
Michigan
$1.18M +$354K +3,198 +43%
HH
161
Hilltop Holdings
Texas
$1.14M +$649K +5,867 +132%
JG
162
Jefferies Group
New York
$1.11M -$49.5K -448 -4%
WW
163
Waterfront Wealth
Kansas
$1.1M -$76.9K -696 -7%
PGAM
164
Princeton Global Asset Management
New Jersey
$1.1M -$106K -959 -9%
LCM
165
Leisure Capital Management
California
$1.07M +$24.9K +225 +2%
IFG
166
Investors Financial Group
Minnesota
$1.05M -$3.87K -35 -0.4%
OWM
167
OneAscent Wealth Management
Alabama
$1.04M +$1.04M +9,398 New
NCM
168
Next Capital Management
New York
$1.01M – – –
CL
169
CPWM LLC
Washington
$1.01M – – –
GA
170
Greytown Advisors
Florida
$1M – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$1M -$107K -965 -10%
SHIM
172
Stone House Investment Management
Pennsylvania
$986K – – –
DIM
173
Delta Investment Management
California
$978K +$71.1K +643 +8%
LPWM
174
Lake Point Wealth Management
Texas
$966K +$17.5K +158 +2%
HW
175
Hamilton Wealth
California
$962K -$62.7K -567 -6%
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