BOND icon

PIMCO Active Bond Exchange-Traded Fund

361 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 162 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
162
Reduced
124
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
201
Oppenheimer & Co
New York
$642K -$117K -1,331 -15%
GRP
202
Global Retirement Partners
California
$623K -$99K -1,142 -14%
IWM
203
IHT Wealth Management
Illinois
$620K -$14.5K -165 -2%
Betterment LLC
204
Betterment LLC
New York
$605K +$159K +1,814 +36%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$602K +$211K +2,405 +54%
BAM
206
Belpointe Asset Management
Nevada
$601K -$85.5K -973 -12%
FCA
207
Fortis Capital Advisors
Kansas
$601K -$85.5K -973 -12%
WF
208
WoodTrust Financial
Wisconsin
$590K +$590K +6,716 New
PIA
209
Perennial Investment Advisors
California
$587K -$26K -296 -4%
WGCA
210
Wolf Group Capital Advisors
Virginia
$572K -$1.67K -19 -0.3%
BLC
211
Brown, Lisle/Cummings
Rhode Island
$566K +$264 +3 +0%
CPG
212
Cornerstone Planning Group
New Jersey
$554K +$33.3K +379 +6%
APG
213
Abacus Planning Group
South Carolina
$547K
PA
214
Pinnacle Associates
New York
$546K -$3.25K -37 -0.6%
MIM
215
Macroview Investment Management
Maryland
$534K +$5.36K +61 +1%
SFA
216
Sequoia Financial Advisors
Ohio
$532K -$185K -2,100 -26%
ECM
217
Evergreen Capital Management
Washington
$528K -$18K -205 -3%
DAS
218
Dynamic Advisor Solutions
Arizona
$500K +$83.1K +945 +20%
OPA
219
Old Port Advisors
Maine
$499K +$499K +5,682 New
LNC
220
Lincoln National Corp
Pennsylvania
$493K +$40K +455 +9%
MAG
221
Mayfair Advisory Group
Alabama
$482K +$12.6K +145 +3%
SIAS
222
Summit Investment Advisory Services
Minnesota
$471K +$23.2K +264 +5%
WIM
223
WealthPlan Investment Management
Nebraska
$468K +$224K +2,550 +92%
PWMAG
224
Pinnacle Wealth Management Advisory Group
New Jersey
$467K -$3.25K -37 -0.7%
EFS
225
Essex Financial Services
Connecticut
$465K -$36.8K -419 -7%