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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
176
Krilogy Financial
Missouri
$1.45M -$581K -6,282 -29%
RC
177
Rovin Capital
Arizona
$1.44M -$286K -3,099 -17%
UOTTAIMCU
178
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.43M – – –
FSWA
179
Financial Synergies Wealth Advisors
Texas
$1.31M +$3.08K +34 +0.2%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$1.31M +$209K +2,258 +19%
AMG
181
Asset Management Group
Connecticut
$1.3M +$14K +151 +1%
AWM
182
Avitas Wealth Management
California
$1.27M +$60.6K +655 +5%
Jane Street
183
Jane Street
New York
$1.24M -$10.7M -115,366 -90%
WIM
184
Westside Investment Management
California
$1.24M +$80.9K +875 +7%
WWM
185
Wagner Wealth Management
South Carolina
$1.21M -$969K -10,486 -44%
DC
186
Davenport & Co
Virginia
$1.21M +$98.3K +1,063 +9%
AFO
187
Arrowroot Family Office
California
$1.19M -$115K -1,240 -9%
CSC
188
Caldwell Sutter Capital
California
$1.16M +$31.3K +339 +3%
MG
189
Mather Group
Illinois
$1.15M -$81.2K -878 -7%
WW
190
Waterfront Wealth
Kansas
$1.14M -$77.4K -837 -6%
SWA
191
Strata Wealth Advisors
Texas
$1.11M +$1.11M +12,050 New
FPCP
192
Fort Point Capital Partners
California
$1.07M +$1.07M +11,609 New
PA
193
Procyon Advisors
Connecticut
$1.06M +$259K +2,801 +32%
CWM
194
Connecticut Wealth Management
Connecticut
$1.05M +$790K +8,542 +300%
NRI
195
NFP Retirement Inc
California
$1.05M +$772K +8,351 +281%
SI
196
Stephens Inc
Arkansas
$1.01M +$174K +1,877 +21%
OC
197
Oppenheimer & Co
New York
$1M +$328K +3,545 +49%
Betterment LLC
198
Betterment LLC
New York
$988K +$352K +3,802 +55%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$981K +$227K +2,477 +30%
HWA
200
HCR Wealth Advisors
California
$973K -$102K -1,104 -9%
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