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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

361 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 162 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
162
Reduced
124
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tectonic Advisors
Texas
$147M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$147M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$189M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$17.2M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$66.5M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$66.5M
3
Bank of America
3
Bank of America
North Carolina
$57.2M
4
FS
4
Ferguson Shapiro
Georgia
$43.1M
5
BCP
5
Blue Chip Partners
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
151
Sumitomo Mitsui Financial Group
Japan
$1.86M -$17.1K -195 -0.9%
DCM
152
Dudley Capital Management
Virginia
$1.85M -$22K -250 -1%
EE
153
EWG Elevate
California
$1.84M +$52.1K +593 +3%
JE
154
JMAC Enterprises
Pennsylvania
$1.76M +$399K +4,541 +29%
CA
155
Cetera Advisors
Colorado
$1.74M +$290K +3,295 +20%
CFG
156
Cooper Financial Group
California
$1.73M +$46.3K +527 +3%
BWM
157
BCS Wealth Management
Tennessee
$1.7M +$339K +3,860 +25%
IWP
158
Insight Wealth Partners
Texas
$1.69M +$45.3K +515 +3%
RC
159
Rovin Capital
Arizona
$1.64M -$405K -4,602 -20%
CGFA
160
Colton Groome Financial Advisors
North Carolina
$1.48M -$348K -3,960 -19%
AF
161
Affiance Financial
Minnesota
$1.42M +$316K +3,600 +29%
Citigroup
162
Citigroup
New York
$1.42M -$61K -694 -4%
ASN
163
Advisory Services Network
Georgia
$1.39M +$97.4K +1,108 +8%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$1.37M +$76.8K +880 +6%
UOTTAIMCU
165
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.36M – – –
NA
166
NewEdge Advisors
Louisiana
$1.31M -$1.44M -16,369 -52%
FSWA
167
Financial Synergies Wealth Advisors
Texas
$1.27M +$27.8K +316 +2%
AFO
168
Arrowroot Family Office
California
$1.24M -$203K -2,314 -14%
AMG
169
Asset Management Group
Connecticut
$1.22M +$12.4K +141 +1%
AAS
170
Ameritas Advisory Services
Nebraska
$1.18M +$1.18M +13,466 New
MG
171
Mather Group
Illinois
$1.17M -$4.31K -49 -0.4%
AWM
172
Avitas Wealth Management
California
$1.15M +$46K +523 +4%
WW
173
Waterfront Wealth
Kansas
$1.13M +$313K +3,648 +38%
WIM
174
Westside Investment Management
California
$1.11M – – –
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$1.1M +$833K +9,472 +306%
5 6
7
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