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PIMCO Active Bond Exchange-Traded Fund

369 hedge funds and large institutions have $2.5B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.58%
New
38
Increased
155
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFO
151
Arrowroot Family Office
California
$1.51M -$196K -2,141 -12%
OAM
152
Occidental Asset Management
California
$1.44M -$1.92M -20,971 -57%
PWS
153
Precision Wealth Strategies
Missouri
$1.43M +$964K +10,518 +205%
UOTTAIMCU
154
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.42M
JE
155
JMAC Enterprises
Pennsylvania
$1.42M +$68.3K +746 +5%
BWM
156
BCS Wealth Management
Tennessee
$1.41M +$434K +4,735 +44%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$1.39M -$824K -8,998 -37%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$1.36M -$35.4K -387 -3%
ASN
159
Advisory Services Network
Georgia
$1.34M +$1.12M +12,229 +501%
FSWA
160
Financial Synergies Wealth Advisors
Texas
$1.3M -$8.43K -92 -0.6%
AMG
161
Asset Management Group
Connecticut
$1.26M +$11.9K +130 +1%
MG
162
Mather Group
Illinois
$1.23M -$168K -1,835 -12%
AF
163
Affiance Financial
Minnesota
$1.16M +$398K +4,347 +53%
WIM
164
Westside Investment Management
California
$1.15M +$13.7K +150 +1%
AWM
165
Avitas Wealth Management
California
$1.15M +$34.6K +378 +3%
TFA
166
Tranquilli Financial Advisor
New Jersey
$1.11M +$175K +1,915 +19%
GCM
167
Gallacher Capital Management
Colorado
$1.06M +$183 +2 +0%
SCA
168
Snowden Capital Advisors
New York
$1.04M +$113K +1,237 +12%
AC
169
Apella Capital
Connecticut
$947K +$947K +10,333 New
CSC
170
Caldwell Sutter Capital
California
$945K +$489K +5,332 +107%
OP
171
ORG Partners
Indiana
$906K +$906K +9,895 New
TWC
172
TD Waterhouse Canada
Ontario, Canada
$897K +$181K +1,978 +25%
WS
173
Wedbush Securities
California
$874K -$2.11K -23 -0.2%
FWM
174
Focused Wealth Management
New York
$873K -$12.7K -139 -1%
WW
175
Waterfront Wealth
Kansas
$870K +$180K +1,972 +26%