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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

401 hedge funds and large institutions have $2.38B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-7
Holders Change %
-1.72%
% of All Funds
6.35%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.59%
New
47
Increased
126
Reduced
160
Closed
48
Calls
–
Puts
$330K
Net Calls
-$330K
Net Calls Change
-$330K

Top Buyers

1
Jane Street
Jane Street
New York
$23.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M
3
AF
Allworth Financial
California
$22.9M
4
WWM
Wagner Wealth Management
South Carolina
$10.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$8.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$121M
2
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
Wells Fargo
Wells Fargo
California
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
176
TD Waterhouse Canada
Ontario, Canada
$954K -$102K -1,000 -10%
LPWM
177
Lake Point Wealth Management
Texas
$949K -$43.7K -429 -4%
WW
178
Waterfront Wealth
Kansas
$941K -$157K -1,576 -14%
CL
179
CPWM LLC
Washington
$929K – – –
SCA
180
Snowden Capital Advisors
New York
$919K +$57K +560 +7%
CC
181
Callan Capital
California
$917K -$342K -3,357 -27%
LAS
182
LWM Advisory Services
Florida
$915K +$146K +1,434 +19%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$907K +$907K +8,910 New
PWMAG
184
Pinnacle Wealth Management Advisory Group
New Jersey
$891K -$422K -4,146 -32%
VIM
185
Vista Investment Management
Pennsylvania
$885K -$995K -9,776 -53%
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$884K -$23.3K -229 -3%
RF
187
Rollins Financial
Georgia
$881K +$77.4K +760 +10%
SHIM
188
Stone House Investment Management
Pennsylvania
$874K +$18.7K +184 +2%
MCM
189
Mainstay Capital Management
Michigan
$849K +$917 +9 +0.1%
HW
190
Hamilton Wealth
California
$846K – – –
BLC
191
Brown, Lisle/Cummings
Rhode Island
$830K +$102 +1 +0%
EFS
192
Essex Financial Services
Connecticut
$803K +$345K +3,384 +75%
SWM
193
Spire Wealth Management
Virginia
$792K -$2.16M -21,193 -73%
BPA
194
Beacon Pointe Advisors
California
$791K +$28.6K +281 +4%
DSA
195
Droms Strauss Advisors
Missouri
$788K +$2.54K +25 +0.3%
HH
196
Hilltop Holdings
Texas
$777K -$1.92M -18,859 -71%
WGCA
197
Wolf Group Capital Advisors
Virginia
$766K -$1.44M -14,143 -65%
GA
198
Greytown Advisors
Florida
$760K +$204K +2,000 +37%
Creative Planning
199
Creative Planning
Kansas
$758K +$327K +3,212 +76%
MWA
200
Motive Wealth Advisors
Michigan
$748K – – –
6 7
8
9 10