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PIMCO Active Bond Exchange-Traded Fund

321 hedge funds and large institutions have $1.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

2.68% more ownership

Funds ownership: 52.25%54.93% (+2.7%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% less capital invested

Capital invested by funds: $1.52B → $1.52B (-$5.7M)

1% less funds holding

Funds holding: 324321 (-3)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

Holders
321
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
7.07%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
39
Increased
109
Reduced
113
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.4M +$4.89M +45,023 +6%
Wells Fargo
2
Wells Fargo
California
$89.3M +$3.64M +33,511 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$86.6M
BCI
4
Brinker Capital Investments
Pennsylvania
$72.9M -$3.66M -33,685 -5%
KFA
5
Kays Financial Advisory
Georgia
$54.1M -$3.98M -36,597 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$53M +$7.48M +68,848 +16%
Bank of America
7
Bank of America
North Carolina
$50.6M -$6.95M -63,927 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$36.3M +$202K +1,861 +0.5%
LPL Financial
9
LPL Financial
California
$34.3M -$1.21M -11,135 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$33.8M -$19.7M -181,446 -36%
UBS Group
11
UBS Group
Switzerland
$31.4M -$1.09M -10,022 -3%
WP
12
WealthPLAN Partners
Nebraska
$30.8M +$3.9M +35,923 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$29M +$131M +1,203,951 New
Stifel Financial
14
Stifel Financial
Missouri
$26.4M -$2.52M -23,207 -9%
JWBC
15
John W. Brooker & Co
California
$23.7M +$188K +1,732 +0.8%
SC
16
Scotia Capital
Ontario, Canada
$20.4M -$1.45M -13,339 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$18.4M +$4.39M +40,449 +31%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$18M +$2.66M +24,477 +17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18M +$925K +8,511 +5%
CWM
20
Cornerstone Wealth Management
Missouri
$17.1M -$2.2M -20,253 -11%
RMC
21
Regis Management Company
California
$16.3M -$12.8M -117,976 -43%
PIN
22
Prudent Investors Network
California
$16.2M -$416K -3,830 -2%
EGWAG
23
Elwood & Goetz Wealth Advisory Group
Georgia
$15.5M -$808K -7,440 -5%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$15.3M +$15.6M +143,666 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$15M -$675K -6,212 -4%