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PIMCO Active Bond Exchange-Traded Fund

369 hedge funds and large institutions have $2.5B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.58%
New
38
Increased
155
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
176
Stephens Inc
Arkansas
$825K
EL
177
EQ LLC
Washington
$820K -$23.4K -255 -3%
1IA
178
1620 Investment Advisors
Massachusetts
$815K -$41.4K -452 -5%
DSA
179
Droms Strauss Advisors
Missouri
$805K +$240K +2,646 +43%
OC
180
Oppenheimer & Co
New York
$791K -$24.3K -265 -3%
MCM
181
Mainstay Capital Management
Michigan
$789K +$733 +8 +0.1%
PA
182
Procyon Advisors
Connecticut
$786K -$26.6K -290 -3%
LCM
183
Leisure Capital Management
California
$783K -$27.4K -299 -3%
Creative Planning
184
Creative Planning
Kansas
$782K -$383K -4,178 -33%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$764K +$35.2K +382 +5%
GRP
186
Global Retirement Partners
California
$763K -$74.3K -811 -9%
WP
187
Westmount Partners
California
$754K -$40K -437 -5%
SFA
188
Sequoia Financial Advisors
Ohio
$747K -$8.61K -94 -1%
BFA
189
Beacon Financial Advisory
Ohio
$743K +$72.9K +796 +11%
KAS
190
Kestra Advisory Services
Texas
$740K -$83.3K -909 -10%
WCM
191
Weik Capital Management
Pennsylvania
$738K -$1.73M -18,841 -70%
DC
192
Davenport & Co
Virginia
$725K -$198K -2,163 -21%
BAM
193
Belpointe Asset Management
Nevada
$715K -$284K -3,097 -28%
FCA
194
Fortis Capital Advisors
Kansas
$715K
PWA
195
Physician Wealth Advisors
Utah
$683K +$6.47K +71 +1%
FNC
196
First National Corp
Massachusetts
$667K +$224K +2,450 +51%
IWM
197
IHT Wealth Management
Illinois
$662K
RPGK
198
Retirement Planning Group (Kansas)
Kansas
$653K +$653K +7,123 New
PIA
199
Perennial Investment Advisors
California
$639K +$54.8K +598 +9%
WGCA
200
Wolf Group Capital Advisors
Virginia
$600K +$1.84K +20 +0.3%