BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

379 hedge funds and large institutions have $2.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
6.67%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
42
Increased
163
Reduced
118
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.8M
4
CW
4
CreativeOne Wealth
Kansas
$77.9M
5
Jane Street
5
Jane Street
New York
$15.2M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
SA
2
Strategic Advisors
New York
$0
3
FFG
3
Frisch Financial Group
New York
$418K
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
201
Physician Wealth Advisors
Utah
$671K -$53.8K -491 -7%
SIM
202
Stratos Investment Management
Ohio
$666K -$138K -1,263 -17%
WGCA
203
Wolf Group Capital Advisors
Virginia
$660K +$11.9K +109 +2%
AT
204
Arden Trust
Delaware
$654K -$206K -1,881 -24%
AWM
205
AE Wealth Management
Kansas
$653K -$2.7M -24,648 -81%
AC
206
Addison Capital
Pennsylvania
$650K +$7.44K +68 +1%
FSWA
207
Financial Synergies Wealth Advisors
Texas
$645K +$427K +3,904 +196%
SF
208
Symphony Financial
Texas
$608K +$36.6K +334 +6%
CA
209
Cambridge Advisors
Nebraska
$607K +$144K +1,312 +31%
SWM
210
Sanctuary Wealth Management
Idaho
$597K – – –
ANTB
211
AMG National Trust Bank
Colorado
$595K -$15.9K -145 -3%
Creative Planning
212
Creative Planning
Kansas
$587K +$251K +2,294 +75%
GIP
213
Greatmark Investment Partners
Georgia
$575K – – –
WA
214
WBH Advisory
Maryland
$571K +$30.8K +281 +6%
SWP
215
Stratos Wealth Partners
Ohio
$571K +$172K +1,574 +43%
Ameriprise
216
Ameriprise
Minnesota
$570K -$176K -1,603 -24%
JG
217
Jefferies Group
New York
$561K +$561K +5,128 New
PG
218
Patten Group
Tennessee
$543K -$3.28K -30 -0.6%
SCM
219
Spreng Capital Management
Ohio
$539K -$19.2K -175 -3%
PTC
220
Private Trust Company
Ohio
$530K – – –
BC
221
Bartlett & Co
Ohio
$516K -$179K -1,635 -26%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$516K -$179K -1,635 -26%
BRWA
223
B. Riley Wealth Advisors
Florida
$504K +$504K +4,599 New
BPA
224
Beacon Pointe Advisors
California
$500K -$61.8K -563 -11%
Vontobel Holding
225
Vontobel Holding
Switzerland
$498K +$98.5K +900 +25%
7 8
9
10 11