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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 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 32 closing their positions.

Holders
379
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
6.67%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
42
Increased
163
Reduced
118
Closed
32
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.39M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.8M
4
CW
4
CreativeOne Wealth
Kansas
$77.9M
5
CAWM
5
Capital Advisors Wealth Management
Washington
$15.3M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
SA
2
Strategic Advisors
New York
$0
3
FFG
3
Frisch Financial Group
New York
$418K
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$127M 1,161,953 +33,012 +3%
Wells Fargo
2
Wells Fargo
California
$116M 1,062,800 +89,053 +9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$104M 954,533 +77,063 +9%
BCI
4
Brinker Capital Investments
Pennsylvania
$90.4M 825,731 +14,866 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$88.8M 811,489 +149,446 +23%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$86.6M 780,639 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$84.6M 772,551 +34,367 +5%
CW
8
CreativeOne Wealth
Kansas
$77.9M 711,445 +146,231 +26%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$77.3M 705,801 +676,925 +2,344%
Bank of America
10
Bank of America
North Carolina
$65.8M 601,247 +15,717 +3%
LPL Financial
11
LPL Financial
California
$55.8M 510,100 +57,087 +13%
UBS Group
12
UBS Group
Switzerland
$51.4M 469,349 +29,694 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$45.7M 417,698 +22,359 +6%
RJA
14
Raymond James & Associates
Florida
$45.4M 414,955 +18,323 +5%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$39.3M 359,378 +73,055 +26%
CPWM
16
Cardinal Point Wealth Management
California
$35.9M 327,661 +28,942 +10%
Stifel Financial
17
Stifel Financial
Missouri
$33.3M 304,458 -5,823 -2%
WP
18
WealthPLAN Partners
Nebraska
$30.7M 278,189 -40,774 -13%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$29.4M 268,438 +36,534 +16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25.8M 235,801 +1,857 +0.8%
HighTower Advisors
21
HighTower Advisors
Illinois
$25.1M 229,344 +4,034 +2%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$25M 226,364 +18,797 +9%
GM
23
GeoWealth Management
Illinois
$24.3M 221,675 +30,788 +16%
SC
24
Scotia Capital
Ontario, Canada
$23.8M 217,621 +2,238 +1%
YAL
25
Your Advocates Ltd
Texas
$23.5M 214,443 +66,289 +45%
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