BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

339 hedge funds and large institutions have $1.74B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 149 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-38
Holders Change %
-10.08%
% of All Funds
5.86%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
22
Increased
121
Reduced
149
Closed
55
Calls
–
Puts
$323K
Net Calls
-$323K
Net Calls Change
-$257K

Top Buyers

1
Jane Street
Jane Street
New York
$24.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$107M
3
Citadel Advisors
Citadel Advisors
Florida
$22M
4
BRWA
B. Riley Wealth Advisors
Florida
$10.6M
5
QA
Quantitative Advantage
Minnesota
$16M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$25.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$6M
3
RJA
Raymond James & Associates
Florida
$9.5M
4
SFS
Sowell Financial Services
Arkansas
$3.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Axxcess Wealth Management
California
$1.07M -$13.3K -148 -1%
FWM
152
Focused Wealth Management
New York
$1.05M -$2.24K -25 -0.2%
OPA
153
Old Port Advisors
Maine
$1.05M -$197K -2,190 -16%
SHGA
154
Sand Hill Global Advisors
California
$1.04M -$1.14M -12,728 -52%
FNC
155
First National Corp
Massachusetts
$1.02M +$22.5K +251 +2%
RIG
156
Ramiah Investment Group
Wisconsin
$997K -$115K -1,281 -10%
KIG
157
Kowal Investment Group
Wisconsin
$995K +$296K +3,301 +42%
NL
158
Navalign LLC
California
$975K -$755K -8,410 -44%
WIM
159
WealthPlan Investment Management
Nebraska
$957K +$957K +10,324 New
LCM
160
Leisure Capital Management
California
$952K +$94.7K +1,055 +11%
SW
161
Signify Wealth
Missouri
$944K -$167K -1,861 -15%
PA
162
Pinnacle Associates
New York
$938K +$1.44K +16 +0.2%
DP
163
Denver PWM
Colorado
$926K +$926K +10,286 New
MG
164
Mather Group
Illinois
$910K +$910K +10,138 New
CPA
165
Capital Planning Advisors
California
$882K -$8.17K -91 -0.9%
WWM
166
Western Wealth Management
Colorado
$880K -$20.4K -228 -2%
OWM
167
OneAscent Wealth Management
Alabama
$874K -$232K -2,586 -21%
SCA
168
Snowden Capital Advisors
New York
$854K +$26.8K +299 +3%
TA
169
TrueWealth Advisors
Alabama
$853K +$53.4K +595 +7%
MCM
170
Mainstay Capital Management
Michigan
$832K +$62.6K +697 +8%
CC
171
Callan Capital
California
$831K +$5.2K +58 +0.6%
AWM
172
Activest Wealth Management
Florida
$812K +$812K +9,048 New
PAMG
173
Patton Albertson Miller Group
Tennessee
$758K -$5.1M -56,808 -87%
Mariner
174
Mariner
Kansas
$758K +$758K +8,454 New
DC
175
Davenport & Co
Virginia
$733K +$492K +5,488 +204%
5 6
7
8 9