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PIMCO Active Bond Exchange-Traded Fund

321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

2.68% more ownership

Funds ownership: 52.25%54.93% (+2.7%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% less capital invested

Capital invested by funds: $1.52B → $1.52B (-$5.7M)

1% less funds holding

Funds holding: 324321 (-3)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.07%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
39
Increased
109
Reduced
113
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
201
Legacy Financial Strategies
Kansas
$392K -$28.7K -264 -7%
DSA
202
Droms Strauss Advisors
Missouri
$392K +$3.15K +29 +0.8%
GP
203
Girard Partners
Pennsylvania
$389K +$12.4K +114 +3%
BEC
204
Blue Edge Capital
Virginia
$385K +$5.32K +49 +1%
LIM
205
Leavell Investment Management
Alabama
$382K +$36.1K +332 +10%
BWA
206
Burt Wealth Advisors
Maryland
$381K
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$375K -$26.1K -240 -6%
GEA
208
Glen Eagle Advisors
New Jersey
$373K +$43.8K +403 +13%
CF
209
Centaurus Financial
California
$366K -$8.91K -82 -2%
HPWM
210
Highland Private Wealth Management
Washington
$365K
Creative Planning
211
Creative Planning
Kansas
$359K
LFPWM
212
Leicht Financial Planning & Wealth Management
New Jersey
$349K -$792K -7,293 -69%
PWM
213
Perigon Wealth Management
California
$349K -$108K -996 -24%
WLIM
214
White Lighthouse Investment Management
Massachusetts
$349K +$10.9K +100 +3%
IP
215
Intellectus Partners
California
$341K -$249K -2,295 -42%
PGWM
216
Parisi Gray Wealth Management
New Jersey
$341K +$132K +1,216 +61%
OMC
217
Overbrook Management Corp
New York
$319K -$109K -1,000 -25%
AC
218
Addison Capital
Pennsylvania
$315K +$322K +2,965 New
VWA
219
Visionary Wealth Advisors
Illinois
$310K -$153K -1,408 -33%
KWM
220
Kingsview Wealth Management
Oregon
$304K +$311K +2,865 New
SCG
221
Sonata Capital Group
Washington
$297K
SF
222
Synovus Financial
Georgia
$294K +$303K +2,790 New
AWM
223
AE Wealth Management
Kansas
$293K -$58.5K -538 -16%
PCMC
224
Paragon Capital Management (Colorado)
Colorado
$293K
CBFP
225
Cedar Brook Financial Partners
Ohio
$288K +$3.91K +36 +1%