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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

381 hedge funds and large institutions have $2.51B invested in PIMCO Active Bond Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 29 closing their positions.

Holders
381
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.65%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
34
Increased
154
Reduced
126
Closed
29
Calls
–
Puts
$311K
Net Calls
-$311K
Net Calls Change
+$838K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
TIM
2
Total Investment Management
Arizona
$15.7M
3
LFGH
3
Lee Financial Group Hawaii
Hawaii
$14.1M
4
Barclays
4
Barclays
United Kingdom
$14M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$4.65M
2
CW
2
CreativeOne Wealth
Kansas
$36.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.34M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M 1,502,951 +691,462 +85%
Morgan Stanley
2
Morgan Stanley
New York
$126M 1,132,199 -29,754 -3%
Wells Fargo
3
Wells Fargo
California
$116M 1,044,306 -18,494 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$110M 991,444 +36,911 +4%
BCI
5
Brinker Capital Investments
Pennsylvania
$90.1M 811,607 -14,124 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$89.8M 809,346 +36,795 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$86.7M 781,213 +75,412 +11%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$86.6M 780,639 – –
Bank of America
9
Bank of America
North Carolina
$64.1M 577,613 -23,634 -4%
UBS Group
10
UBS Group
Switzerland
$61.6M 555,454 +86,105 +18%
LPL Financial
11
LPL Financial
California
$59M 531,613 +21,513 +4%
RJA
12
Raymond James & Associates
Florida
$48.4M 435,799 +20,844 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$47.3M 426,844 +9,146 +2%
CPWM
14
Cardinal Point Wealth Management
California
$36.8M 332,071 +4,410 +1%
CW
15
CreativeOne Wealth
Kansas
$36.1M 324,933 -386,512 -54%
Stifel Financial
16
Stifel Financial
Missouri
$35.1M 316,260 +11,802 +4%
YAL
17
Your Advocates Ltd
Texas
$34.8M 313,804 +99,361 +46%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$31.1M 280,440 +12,002 +4%
WP
19
WealthPLAN Partners
Nebraska
$30.2M 271,541 -6,648 -2%
GM
20
GeoWealth Management
Illinois
$27.6M 249,101 +27,426 +12%
HGWM
21
Harvest Group Wealth Management
Massachusetts
$26.4M 237,768 +11,404 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$26M 234,205 +4,861 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$25.8M 232,951 -2,850 -1%
SC
24
Scotia Capital
Ontario, Canada
$25.6M 230,579 +12,958 +6%
EGWAG
25
Elwood & Goetz Wealth Advisory Group
Georgia
$24.4M 219,529 +28,248 +15%
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