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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

408 hedge funds and large institutions have $2.66B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+29
Holders Change %
+7.65%
% of All Funds
6.3%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
63
Increased
154
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
$102M
2
FWM
Focused Wealth Management
New York
$48.7M
3
Morgan Stanley
Morgan Stanley
New York
$172M
4
PAMG
Patton Albertson Miller Group
Tennessee
$15.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$165K
3
CW
CreativeOne Wealth
Kansas
$20.8M
4
SS
Simplicity Solutions
Minnesota
$0
5
PA
Parallel Advisors
California
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
151
Abbot Financial Management
Massachusetts
$1.56M +$11.3K +103 +0.7%
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M +$81.7K +762 +6%
UOTTAIMCU
153
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.51M +$1.51M +13,775 New
DAS
154
Dynamic Advisor Solutions
Arizona
$1.43M +$512K +4,678 +56%
NFG
155
Next Financial Group
Texas
$1.43M +$13.6K +124 +1%
PWMAG
156
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M +$72.8K +665 +5%
CC
157
Callan Capital
California
$1.35M +$4.71K +43 +0.3%
ACM
158
Anfield Capital Management
California
$1.3M -$3.61K -33 -0.3%
AWM
159
Avitas Wealth Management
California
$1.3M +$26.7K +244 +2%
IDA
160
Intelligence Driven Advisers
California
$1.27M -$256K -2,386 -17%
MOS
161
MGO One Seven
Ohio
$1.24M -$13.5K -123 -1%
CPA
162
Capital Planning Advisors
California
$1.23M -$97.4K -890 -7%
WW
163
Waterfront Wealth
Kansas
$1.2M +$114K +1,039 +10%
JWCA
164
J.W. Cole Advisors
Florida
$1.19M +$1.19M +10,889 New
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.16M +$1.16M +10,635 New
TWC
166
TD Waterhouse Canada
Ontario, Canada
$1.13M +$1.13M +10,336 New
PGAM
167
Princeton Global Asset Management
New Jersey
$1.12M +$29.8K +272 +3%
LPWM
168
Lake Point Wealth Management
Texas
$1.07M +$111K +1,014 +12%
Ameriprise
169
Ameriprise
Minnesota
$1.05M +$1.05M +9,592 New
NA
170
NewEdge Advisors
Louisiana
$1.01M +$112K +1,026 +12%
CL
171
CPWM LLC
Washington
$1.01M – – –
NCM
172
Next Capital Management
New York
$1M – – –
EWA
173
EP Wealth Advisors
California
$999K +$61.7K +564 +7%
JG
174
Jefferies Group
New York
$996K -$103K -942 -9%
IFG
175
Investors Financial Group
Minnesota
$996K -$42.2K -386 -4%
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