BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

339 hedge funds and large institutions have $1.74B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 149 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-38
Holders Change %
-10.08%
% of All Funds
5.86%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
22
Increased
121
Reduced
149
Closed
55
Calls
–
Puts
$323K
Net Calls
-$323K
Net Calls Change
-$257K

Top Buyers

1
Jane Street
Jane Street
New York
+$24.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$18M
3
Citadel Advisors
Citadel Advisors
Florida
+$16.6M
4
BRWA
B. Riley Wealth Advisors
Florida
+$10.2M
5
QA
Quantitative Advantage
Minnesota
+$8.04M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$15.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
3
RJA
Raymond James & Associates
Florida
-$13.1M
4
SFS
Sowell Financial Services
Arkansas
-$10.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
BCS Wealth Management
Tennessee
$726K +$70K +780 +11%
DAS
177
Dynamic Advisor Solutions
Arizona
$718K -$692K -7,711 -49%
BLC
178
Brown, Lisle/Cummings
Rhode Island
$703K +$90 +1 +0%
PCM
179
Presidio Capital Management
California
$699K +$22.1K +246 +3%
WW
180
Waterfront Wealth
Kansas
$685K -$139K -1,571 -17%
ECM
181
Evergreen Capital Management
Washington
$684K -$51.4K -572 -7%
DIM
182
Delta Investment Management
California
$682K +$682K +7,600 New
GA
183
Greytown Advisors
Florida
$670K – – –
PWA
184
Physician Wealth Advisors
Utah
$668K +$22.7K +252 +4%
RWIA
185
Roger Wittlin Investment Advisory
California
$658K -$6.74M -136,699 -91%
MWM
186
MorganRosel Wealth Management
Colorado
$655K +$166K +1,855 +34%
RF
187
Rollins Financial
Georgia
$654K -$7.81K -87 -1%
SEP
188
Southland Equity Partners
Missouri
$653K -$146K -1,625 -18%
WGCA
189
Wolf Group Capital Advisors
Virginia
$651K +$3.05K +34 +0.5%
PWMAG
190
Pinnacle Wealth Management Advisory Group
New Jersey
$623K +$74.6K +831 +14%
9WM
191
9258 Wealth Management
Ohio
$621K -$175K -1,952 -22%
MGIA
192
Moneta Group Investment Advisors
Missouri
$613K -$8.7K -97 -1%
BPA
193
Beacon Pointe Advisors
California
$600K -$20K -223 -3%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$574K -$9.57K -105 -2%
WA
195
WBH Advisory
Maryland
$573K +$110K +1,230 +24%
MIM
196
Macroview Investment Management
Maryland
$570K -$17.1K -191 -3%
MAG
197
Mayfair Advisory Group
Alabama
$570K – – –
SFA
198
Sequoia Financial Advisors
Ohio
$564K +$564K +6,289 New
EL
199
EQ LLC
Washington
$550K +$4.58K +51 +0.8%
IA
200
IFP Advisors
Florida
$544K -$11.4K -104 -2%
6 7
8
9 10