BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

401 hedge funds and large institutions have $2.38B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-7
Holders Change %
-1.72%
% of All Funds
6.35%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.59%
New
47
Increased
126
Reduced
160
Closed
48
Calls
–
Puts
$330K
Net Calls
-$330K
Net Calls Change
-$330K

Top Buyers

1
Jane Street
Jane Street
New York
$23.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M
3
AF
Allworth Financial
California
$22.9M
4
WWM
Wagner Wealth Management
South Carolina
$10.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$8.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$121M
2
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
Wells Fargo
Wells Fargo
California
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$1.37M -$2.92M -28,696 -68%
OWM
152
OneAscent Wealth Management
Alabama
$1.35M +$1.35M +13,288 New
CAG
153
Csenge Advisory Group
Florida
$1.35M +$1.35M +13,224 New
AFM
154
Andesa Financial Management
Pennsylvania
$1.33M -$4.85M -47,629 -78%
MOS
155
MGO One Seven
Ohio
$1.33M +$172K +1,692 +15%
PA
156
Pinnacle Associates
New York
$1.32M -$591K -5,809 -31%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$6.69M -68,843 -84%
RIG
158
Ramiah Investment Group
Wisconsin
$1.31M +$1.31M +12,901 New
SAM
159
Stringer Asset Management
Tennessee
$1.3M +$245K +2,402 +23%
SEP
160
Southland Equity Partners
Missouri
$1.27M -$379K -3,727 -23%
ECM
161
Evergreen Capital Management
Washington
$1.23M +$404K +3,974 +49%
AWM
162
Avitas Wealth Management
California
$1.2M -$1.53K -15 -0.1%
WP
163
WealthShield Partners
North Carolina
$1.2M +$1.2M +11,777 New
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$1.17M +$88.7K +870 +8%
AWM
165
Axxcess Wealth Management
California
$1.16M +$680K +6,673 +141%
Ameriprise
166
Ameriprise
Minnesota
$1.15M +$173K +1,698 +18%
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.13M -$283K -2,902 -20%
CPA
168
Capital Planning Advisors
California
$1.12M -$19K -187 -2%
DAS
169
Dynamic Advisor Solutions
Arizona
$1.12M -$213K -2,090 -16%
9WM
170
9258 Wealth Management
Ohio
$1.06M +$401K +3,939 +61%
LCM
171
Leisure Capital Management
California
$1.05M -$1.1M -10,850 -51%
TSS
172
Two Sigma Securities
New York
$1.01M +$759K +7,457 +309%
JBA
173
Johnson Bixby & Associates
Washington
$1M -$712K -6,990 -41%
OIA
174
OneDigital Investment Advisors
Kansas
$971K +$755K +7,423 +350%
TA
175
TrueWealth Advisors
Alabama
$955K – – –
5 6
7
8 9