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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

319 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 38 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 36 closing their positions.

Holders
319
Holders Change
-4
Holders Change %
-1.24%
% of All Funds
7.05%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.77%
New
38
Increased
109
Reduced
112
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29M
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$15.3M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$14.6M
4
BSAM
4
Blue Sky Asset Management
Colorado
$13.8M
5
VNA
5
Valley National Advisers
Pennsylvania
$13.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.8M
2
FFG
2
Frisch Financial Group
New York
$7.13M
3
RMC
3
Regis Management Company
California
$16.3M
4
RJA
4
Raymond James & Associates
Florida
$13.9M
5
FM
5
Family Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.4M 851,485 +45,023 +6%
Wells Fargo
2
Wells Fargo
California
$89.3M 840,754 +33,511 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$86.6M 780,639 – –
BCI
4
Brinker Capital Investments
Pennsylvania
$72.9M 686,766 -33,685 -5%
KFA
5
Kays Financial Advisory
Georgia
$54.1M 509,447 -36,597 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$53M 498,949 +68,848 +16%
Bank of America
7
Bank of America
North Carolina
$50.6M 476,417 -63,927 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$36.3M 341,564 +1,861 +0.5%
LPL Financial
9
LPL Financial
California
$34.3M 323,383 -11,135 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$33.8M 318,631 -181,446 -36%
UBS Group
11
UBS Group
Switzerland
$31.4M 295,575 -10,022 -3%
WP
12
WealthPLAN Partners
Nebraska
$30.8M 281,479 +35,923 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$29M 1,203,951 +1,203,951 New
Stifel Financial
14
Stifel Financial
Missouri
$26.4M 248,720 -23,207 -9%
JWBC
15
John W. Brooker & Co
California
$23.7M 223,066 +1,732 +0.8%
SC
16
Scotia Capital
Ontario, Canada
$20.4M 191,713 -13,339 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$18.4M 172,987 +40,449 +31%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$18M 169,463 +24,477 +17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18M 169,443 +8,511 +5%
CWM
20
Cornerstone Wealth Management
Missouri
$17.1M 161,521 -20,253 -11%
RMC
21
Regis Management Company
California
$16.3M 153,579 -117,976 -43%
PIN
22
Prudent Investors Network
California
$16.2M 152,757 -3,830 -2%
EGWAG
23
Elwood & Goetz Wealth Advisory Group
Georgia
$15.5M 145,994 -7,440 -5%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$15.3M 143,666 +143,666 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$15M 141,210 -6,212 -4%
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