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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

323 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 136 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+49
Holders Change %
+17.88%
% of All Funds
6.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.43%
New
72
Increased
136
Reduced
64
Closed
18
Calls
–
Puts
$3.13M
Net Calls
-$3.13M
Net Calls Change
-$786K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$77.7M
2
WP
WealthPLAN Partners
Nebraska
$26.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.6M
4
Morgan Stanley
Morgan Stanley
New York
$86.9M
5
HGWM
Harvest Group Wealth Management
Massachusetts
$8.38M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Jane Street
Jane Street
New York
$4.07M
3
Bank of America
Bank of America
North Carolina
$58.3M
4
SPIA
Steward Partners Investment Advisory
New York
$7.94M
5
SCP
Stamos Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
176
Hengehold Capital Management
Ohio
$493K – – –
Principal Financial Group
177
Principal Financial Group
Iowa
$481K +$19.5K +181 +4%
VWA
178
Visionary Wealth Advisors
Illinois
$466K +$466K +4,325 New
FNC
179
First National Corp
Massachusetts
$465K +$465K +4,313 New
MOS
180
MGO One Seven
Ohio
$459K +$18.5K +172 +4%
PWM
181
Perigon Wealth Management
California
$456K – – –
CA
182
Cambridge Advisors
Nebraska
$446K +$49.6K +460 +13%
SS
183
Sunbelt Securities
Texas
$445K +$46K +427 +12%
TCWM
184
Total Clarity Wealth Management
Illinois
$440K +$440K +4,080 New
HighTower Advisors
185
HighTower Advisors
Illinois
$435K +$69.2K +645 +19%
CCFM
186
Clear Creek Financial Management
Washington
$433K +$128K +1,181 +42%
OMC
187
Overbrook Management Corp
New York
$431K +$431K +4,000 New
BL
188
BFSG LLC
California
$428K -$50.2K -466 -10%
KeyBank National Association
189
KeyBank National Association
Ohio
$428K – – –
LFS
190
Legacy Financial Strategies
Kansas
$426K -$85.7K -795 -17%
AF
191
Allworth Financial
California
$420K +$420K +3,897 New
TNBTD
192
Trustmark National Bank Trust Department
Mississippi
$410K – – –
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$407K -$49.6K -460 -11%
CAM
194
Cubic Asset Management
Massachusetts
$404K -$2.7K -25 -0.7%
DSA
195
Droms Strauss Advisors
Missouri
$395K +$3.23K +30 +0.8%
BWA
196
Burt Wealth Advisors
Maryland
$387K – – –
WGCA
197
Wolf Group Capital Advisors
Virginia
$387K +$110K +1,016 +40%
BEC
198
Blue Edge Capital
Virginia
$386K -$11.9K -110 -3%
GP
199
Girard Partners
Pennsylvania
$383K +$383K +3,556 New
CF
200
Centaurus Financial
California
$381K +$9.71K +90 +3%
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