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PIMCO Active Bond Exchange-Traded Fund
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Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+27
Holders Change %
+7.96%
% of All Funds
5.91%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
64
Increased
132
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
EP
2
Essential Planning
New Hampshire
$36.1M
3
KW
3
KWB Wealth
California
$27.8M
4
FS
4
Ferguson Shapiro
Georgia
$25.3M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.24M
3
HW
3
Hamilton Wealth
California
$563K
4
Jane Street
4
Jane Street
New York
$9.57M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
176
TrueWealth Advisors
Alabama
$860K – – –
SCA
177
Snowden Capital Advisors
New York
$852K -$9.68K -107 -1%
MCM
178
Mainstay Capital Management
Michigan
$835K -$3.53K -39 -0.4%
1IA
179
1620 Investment Advisors
Massachusetts
$826K +$826K +9,127 New
AWM
180
Activest Wealth Management
Florida
$819K – – –
OPA
181
Old Port Advisors
Maine
$789K -$263K -2,909 -25%
OWM
182
OneAscent Wealth Management
Alabama
$781K -$103K -1,134 -12%
WP
183
Westmount Partners
California
$777K +$777K +8,589 New
DAS
184
Dynamic Advisor Solutions
Arizona
$771K +$47K +519 +6%
WW
185
Waterfront Wealth
Kansas
$722K -$2.72K -29 -0.4%
FCA
186
Fortis Capital Advisors
Kansas
$706K +$706K +7,808 New
AWM
187
Avondale Wealth Management
Texas
$697K +$697K +7,700 New
PWA
188
Physician Wealth Advisors
Utah
$695K – – –
DIM
189
Delta Investment Management
California
$694K +$6.42K +71 +0.9%
WGCA
190
Wolf Group Capital Advisors
Virginia
$664K +$7.87K +87 +1%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$655K -$13.9M -154,115 -96%
IWM
192
IHT Wealth Management
Illinois
$654K +$654K +7,224 New
CA
193
Cornerstone Advisory
Maryland
$622K +$622K +6,874 New
ECM
194
Evergreen Capital Management
Washington
$613K -$78.9K -869 -11%
EL
195
EQ LLC
Washington
$611K +$57K +630 +10%
PA
196
Pinnacle Associates
New York
$587K -$359K -3,973 -38%
SEP
197
Southland Equity Partners
Missouri
$586K -$71.9K -795 -11%
BLC
198
Brown, Lisle/Cummings
Rhode Island
$582K -$127K -1,404 -18%
FFG
199
Ford Financial Group
California
$582K +$582K +6,430 New
SS
200
Simplicity Solutions
Minnesota
$580K -$6.51M -71,983 -92%
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