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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+27
Holders Change %
+7.96%
% of All Funds
5.91%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
64
Increased
132
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
EP
2
Essential Planning
New Hampshire
$36.1M
3
KW
3
KWB Wealth
California
$27.8M
4
FS
4
Ferguson Shapiro
Georgia
$25.3M
5
OIA
5
OneDigital Investment Advisors
Kansas
$20.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.24M
3
HW
3
Hamilton Wealth
California
$563K
4
Jane Street
4
Jane Street
New York
$9.57M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
201
Macroview Investment Management
Maryland
$569K -$5.61K -62 -1%
MAG
202
Mayfair Advisory Group
Alabama
$564K -$21.1K -228 -4%
Cerity Partners
203
Cerity Partners
New York
$563K +$563K +6,225 New
HW
204
Hamilton Wealth
California
$563K -$15.5M -171,664 -97%
APG
205
Abacus Planning Group
South Carolina
$563K +$98.5K +1,089 +21%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$554K -$26.9K -292 -5%
AF
207
Affiance Financial
Minnesota
$536K +$44.2K +489 +9%
AC
208
Addison Capital
Pennsylvania
$521K -$4.89K -54 -0.9%
DC
209
Davenport & Co
Virginia
$519K -$221K -2,438 -30%
BFA
210
Beacon Financial Advisory
Ohio
$515K +$299K +3,300 +138%
OC
211
Oppenheimer & Co
New York
$513K +$289K +3,193 +129%
EFS
212
Essex Financial Services
Connecticut
$508K +$88.8K +982 +21%
SIAS
213
Summit Investment Advisory Services
Minnesota
$500K +$500K +5,525 New
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$497K +$5.43K +60 +1%
PWMAG
215
Pinnacle Wealth Management Advisory Group
New Jersey
$496K -$131K -1,453 -21%
GA
216
Greytown Advisors
Florida
$488K -$190K -2,090 -28%
9WM
217
9258 Wealth Management
Ohio
$482K -$145K -1,600 -23%
MNBTD
218
Moody National Bank Trust Division
Texas
$476K – – –
RBFC
219
Roman Butler Fullerton & Co
Missouri
$471K +$471K +5,059 New
SIA
220
SkyView Investment Advisors
New Jersey
$467K -$8.6K -95 -2%
FCAG
221
First Capital Advisors Group
New Jersey
$467K -$8.6K -95 -2%
CPG
222
Cornerstone Planning Group
New Jersey
$465K +$465K +4,949 New
BS
223
Boenning & Scattergood
Pennsylvania
$464K +$30K +295 +7%
GWP
224
Gateway Wealth Partners
Wisconsin
$459K +$459K +5,068 New
BPA
225
Beacon Pointe Advisors
California
$458K -$146K -1,617 -24%
7 8
9
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