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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 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.66%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.67%
New
30
Increased
165
Reduced
115
Closed
26
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
+$90K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$94.7M
2
FFC
Fure Financial Corporation
Minnesota
$6.98M
3
SC
Scotia Capital
Ontario, Canada
$32.3M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
DOA
D'Orazio & Associates
Virginia
$7.91M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$58.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.9M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
MFG
Menard Financial Group
Texas
$0
5
AFM
Andesa Financial Management
Pennsylvania
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
201
Emery Howard Portfolio Management
California
$792K +$4.87K +44 +0.6%
JMFC
202
J.M. Forbes & Co
Massachusetts
$780K +$1.88K +17 +0.2%
Truist Financial
203
Truist Financial
North Carolina
$769K -$391K -3,541 -34%
PWA
204
Physician Wealth Advisors
Utah
$756K +$36.3K +330 +5%
AIC
205
Ameritas Investment Company
Nebraska
$739K +$286K +2,592 +63%
WCG
206
Weaver Consulting Group
California
$738K -$41.4K -374 -5%
KWM
207
Kingsview Wealth Management
Oregon
$724K -$92.7K -838 -11%
MAG
208
Mayfair Advisory Group
Alabama
$721K +$12.5K +113 +2%
MGIA
209
Moneta Group Investment Advisors
Missouri
$714K -$195K -1,760 -21%
SIM
210
Stratos Investment Management
Ohio
$700K +$1.33K +12 +0.2%
Creative Planning
211
Creative Planning
Kansas
$696K +$92.3K +835 +15%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$690K +$690K +6,240 New
BRWA
213
B. Riley Wealth Advisors
Florida
$687K +$8.51K +77 +1%
FCCM
214
First City Capital Management
Georgia
$657K -$124K -1,118 -16%
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$657K +$657K +5,915 New
APG
216
Abacus Planning Group
South Carolina
$653K +$4.09K +37 +0.6%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$640K +$116K +1,049 +22%
ANTB
218
AMG National Trust Bank
Colorado
$630K +$28.2K +255 +5%
PTC
219
Private Trust Company
Ohio
$628K +$16.7K +151 +3%
AIA
220
Alera Investment Advisors
Illinois
$614K +$79.1K +716 +15%
AA
221
Advisory Alpha
Michigan
$609K +$609K +5,512 New
CA
222
Cambridge Advisors
Nebraska
$607K -$5.53K -50 -0.9%
SWM
223
Sanctuary Wealth Management
Idaho
$598K – – –
GIP
224
Greatmark Investment Partners
Georgia
$569K – – –
PG
225
Patten Group
Tennessee
$567K -$4.42K -40 -0.8%
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9
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