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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

377 hedge funds and large institutions have $1.95B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-24
Holders Change %
-5.99%
% of All Funds
6.37%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.49%
New
33
Increased
109
Reduced
173
Closed
50
Calls
$629K
Puts
$695K
Net Calls
-$66K
Net Calls Change
+$264K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$21.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$94.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.5M
4
RWIA
Roger Wittlin Investment Advisory
California
$14.3M
5
HW
Hamilton Wealth
California
$12.6M

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
$0
2
FWM
Focused Wealth Management
New York
$1.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
176
Southland Equity Partners
Missouri
$848K -$345K -3,618 -29%
9WM
177
9258 Wealth Management
Ohio
$845K -$144K -1,513 -15%
SAM
178
Stringer Asset Management
Tennessee
$831K -$382K -4,006 -31%
MCM
179
Mainstay Capital Management
Michigan
$816K +$22.4K +235 +3%
AAS
180
Avantax Advisory Services
Texas
$808K -$732K -7,684 -48%
PFM
181
Peak Financial Management
Massachusetts
$781K +$173K +1,821 +29%
ECM
182
Evergreen Capital Management
Washington
$780K -$372K -3,905 -32%
BLC
183
Brown, Lisle/Cummings
Rhode Island
$747K -$30.4K -319 -4%
KIG
184
Kowal Investment Group
Wisconsin
$742K +$742K +7,785 New
PCM
185
Presidio Capital Management
California
$719K +$34.1K +358 +5%
GA
186
Greytown Advisors
Florida
$711K – – –
RF
187
Rollins Financial
Georgia
$702K -$122K -1,284 -15%
MWA
188
Motive Wealth Advisors
Michigan
$700K – – –
PWA
189
Physician Wealth Advisors
Utah
$700K +$15.4K +158 +2%
BWM
190
BCS Wealth Management
Tennessee
$696K +$7.72K +81 +1%
WGCA
191
Wolf Group Capital Advisors
Virginia
$688K -$29.4K -308 -4%
MGIA
192
Moneta Group Investment Advisors
Missouri
$660K -$1.94M -20,404 -75%
BPA
193
Beacon Pointe Advisors
California
$658K -$83.4K -875 -11%
PJSIMP
194
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656K -$442K -4,649 -40%
JMFC
195
J.M. Forbes & Co
Massachusetts
$649K -$28.6K -300 -4%
HH
196
Hilltop Holdings
Texas
$642K -$85K -892 -12%
Truist Financial
197
Truist Financial
North Carolina
$633K -$26.4K -277 -4%
EFS
198
Essex Financial Services
Connecticut
$631K -$120K -1,262 -16%
MIM
199
Macroview Investment Management
Maryland
$623K -$13.2K -139 -2%
TWC
200
TD Waterhouse Canada
Ontario, Canada
$619K -$283K -2,933 -31%
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