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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+27
Holders Change %
+7.96%
% of All Funds
5.91%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
64
Increased
132
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
EP
2
Essential Planning
New Hampshire
$36.1M
3
KW
3
KWB Wealth
California
$27.8M
4
FS
4
Ferguson Shapiro
Georgia
$25.3M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.24M
3
HW
3
Hamilton Wealth
California
$563K
4
Jane Street
4
Jane Street
New York
$9.57M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
151
Integrated Wealth Concepts
Massachusetts
$1.54M +$229K +2,530 +17%
OWM
152
Opes Wealth Management
California
$1.46M +$1.46M +16,170 New
AAS
153
Avantax Advisory Services
Texas
$1.44M +$300K +3,319 +26%
UOTTAIMCU
154
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.4M – – –
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$1.39M -$163K -1,797 -10%
MG
156
Mather Group
Illinois
$1.38M +$467K +5,161 +51%
SFA
157
Sequoia Financial Advisors
Ohio
$1.36M +$791K +8,745 +139%
MFG
158
Merit Financial Group
Georgia
$1.34M +$1.34M +14,819 New
FSWA
159
Financial Synergies Wealth Advisors
Texas
$1.31M -$2.44K -27 -0.2%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$1.26M +$21.1K +233 +2%
AMG
161
Asset Management Group
Connecticut
$1.25M -$284K -3,144 -18%
Citigroup
162
Citigroup
New York
$1.24M +$22.1K +244 +2%
JE
163
JMAC Enterprises
Pennsylvania
$1.15M -$22.7K -251 -2%
Creative Planning
164
Creative Planning
Kansas
$1.12M -$171K -1,892 -13%
AWM
165
Avitas Wealth Management
California
$1.11M -$9.86K -109 -0.9%
SPC
166
Sigma Planning Corp
Michigan
$1.08M -$12.8K -142 -1%
SW
167
Signify Wealth
Missouri
$1.03M +$81.9K +905 +9%
FWM
168
Focused Wealth Management
New York
$1.03M -$32.8K -362 -3%
MOS
169
MGO One Seven
Ohio
$1.02M -$159K -1,760 -13%
WIM
170
WealthPlan Investment Management
Nebraska
$1.01M +$48.8K +526 +5%
WP
171
WealthPLAN Partners
Nebraska
$1M +$1M +10,850 New
PAMG
172
Patton Albertson Miller Group
Tennessee
$1M +$237K +2,619 +31%
AC
173
Apella Capital
Connecticut
$991K -$152K -1,685 -13%
KAS
174
Kestra Advisory Services
Texas
$918K -$170K -1,884 -16%
BWM
175
BCS Wealth Management
Tennessee
$899K +$167K +1,849 +23%
5 6
7
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