BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

366 hedge funds and large institutions have $2.02B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 29 closing their positions.

Holders
366
Holders Change
+27
Holders Change %
+7.96%
% of All Funds
5.91%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
64
Increased
132
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$45.7M
3
EP
3
Essential Planning
New Hampshire
$36.1M
4
KW
4
KWB Wealth
California
$27.8M
5
FS
5
Ferguson Shapiro
Georgia
$25.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.24M
3
HW
3
Hamilton Wealth
California
$563K
4
Jane Street
4
Jane Street
New York
$9.57M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$655K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$200M 2,207,709 +969,487 +78%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$107M 1,180,196 -15,396 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102M 1,132,102 -206,278 -15%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$72.9M 805,445 -38,933 -5%
BCI
5
Brinker Capital Investments
Pennsylvania
$66.1M 730,854 +158,326 +28%
Bank of America
6
Bank of America
North Carolina
$61.7M 681,589 +166,508 +32%
Wells Fargo
7
Wells Fargo
California
$52.8M 583,386 -65,176 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$52.5M 580,462 -7,396 -1%
Corient Private Wealth
9
Corient Private Wealth
Florida
$45.7M 504,063 +504,063 New
EP
10
Essential Planning
New Hampshire
$36.1M 402,960 +390,398 +3,108%
YAL
11
Your Advocates Ltd
Texas
$34.7M 383,973 -44,396 -10%
SC
12
Scotia Capital
Ontario, Canada
$33.4M 369,536 -7,423 -2%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$31.4M 347,206 +126,208 +57%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$30.3M 334,700 +864 +0.3%
UBS Group
15
UBS Group
Switzerland
$30M 331,778 +43,870 +15%
LPL Financial
16
LPL Financial
California
$29.2M 323,092 -7,207 -2%
GM
17
GeoWealth Management
Illinois
$28.4M 314,114 +15,192 +5%
KW
18
KWB Wealth
California
$27.8M 306,875 +306,875 New
FAM
19
Flaharty Asset Management
Florida
$26.1M 288,956 -4,701 -2%
FS
20
Ferguson Shapiro
Georgia
$25.3M 279,503 +279,503 New
RA
21
RFG Advisory
Alabama
$22.5M 240,339 +90,092 +60%
Osaic Holdings
22
Osaic Holdings
Arizona
$22.5M 248,238 -24,634 -9%
HCM
23
Hudson Capital Management
New Jersey
$22.2M 245,546 +15,445 +7%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$21.1M 233,479 +37,312 +19%
OIA
25
OneDigital Investment Advisors
Kansas
$20.8M 229,530 +169,515 +282%
1
2 3 4 5