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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

341 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
6.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
169
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K

Top Buyers

1
Jane Street
1
Jane Street
New York
$29.8M
2
CW
2
CreativeOne Wealth
Kansas
$41.6M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$95.1M
5
GM
5
GeoWealth Management
Illinois
$20M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$615K
2
SS
2
Simplicity Solutions
Minnesota
$6.68M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$6.78M
4
YAL
4
Your Advocates Ltd
Texas
$28M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$481K -$25.6K -228 -5%
CA
202
Cambridge Advisors
Nebraska
$476K +$15.8K +140 +3%
TCWM
203
Total Clarity Wealth Management
Illinois
$465K – – –
Principal Financial Group
204
Principal Financial Group
Iowa
$461K +$19.4K +173 +4%
DC
205
Davenport & Co
Virginia
$454K +$16.9K +150 +4%
AIC
206
Ameritas Investment Company
Nebraska
$448K – – –
GEA
207
Glen Eagle Advisors
New Jersey
$441K +$47.5K +422 +12%
ASN
208
Advisory Services Network
Georgia
$439K -$73.1K -650 -14%
WIA
209
Wealthstreet Investment Advisors
Texas
$438K +$112K +1,000 +34%
BEC
210
Blue Edge Capital
Virginia
$430K +$1.69K +15 +0.4%
KeyBank National Association
211
KeyBank National Association
Ohio
$420K – – –
CCM
212
Covington Capital Management
California
$412K +$349K +3,109 +555%
HCM
213
Howland Capital Management
Massachusetts
$409K -$884K -7,861 -68%
BWA
214
Burt Wealth Advisors
Maryland
$404K – – –
TFF
215
The Family Firm
Maryland
$404K +$404K +3,598 New
AIA
216
Alera Investment Advisors
Illinois
$403K +$155K +1,379 +63%
PGWM
217
Parisi Gray Wealth Management
New Jersey
$399K +$37.5K +334 +10%
LFS
218
Legacy Financial Strategies
Kansas
$397K +$16.4K +146 +4%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$392K -$7.3K -65 -2%
MAFM
220
Mid Atlantic Financial Management
Pennsylvania
$390K +$558 +5 +0.1%
HPWM
221
Highland Private Wealth Management
Washington
$386K – – –
LIM
222
Leavell Investment Management
Alabama
$386K – – –
SS
223
Sunbelt Securities
Texas
$364K -$204K -1,815 -36%
PWM
224
Perigon Wealth Management
California
$354K -$2.7K -24 -0.8%
EFS
225
Essex Financial Services
Connecticut
$354K +$15.1K +134 +4%
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