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PIMCO Active Bond Exchange-Traded Fund

369 hedge funds and large institutions have $2.15B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 134 reducing their positions, and 28 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.91%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
41
Increased
145
Reduced
134
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$155M 1,676,006 -531,703 -24%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$153M 1,652,815 +472,619 +40%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$115M 1,245,180 +113,078 +10%
Bank of America
4
Bank of America
North Carolina
$72.3M 779,240 +97,651 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$71.2M 767,150 +36,296 +5%
OPS
6
Orion Portfolio Solutions
Nebraska
$71.2M 767,150 +732,360 +2,105%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$71M 765,983 -39,462 -5%
Wells Fargo
8
Wells Fargo
California
$68.9M 742,762 +159,376 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.3M 553,268 -27,194 -5%
HI
10
Horizon Investments
North Carolina
$49.8M 540,347 +492,600 +1,032%
EP
11
Essential Planning
New Hampshire
$44.5M 480,490 +77,530 +19%
OIA
12
OneDigital Investment Advisors
Kansas
$35.7M 385,266 +155,736 +68%
LPL Financial
13
LPL Financial
California
$35.6M 383,911 +60,819 +19%
SC
14
Scotia Capital
Ontario, Canada
$35.1M 378,151 +8,615 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$31.9M 343,843 +95,605 +39%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$31.4M 338,176 +3,476 +1%
FS
17
Ferguson Shapiro
Georgia
$30.9M 333,060 +53,557 +19%
GM
18
GeoWealth Management
Illinois
$30.6M 329,920 +15,806 +5%
FAM
19
Flaharty Asset Management
Florida
$29.6M 319,576 +30,620 +11%
UBS Group
20
UBS Group
Switzerland
$28.8M 309,984 -21,794 -7%
KW
21
KWB Wealth
California
$28.2M 311,846 +4,971 +2%
PI
22
PFS Investments
Georgia
$24.9M 266,736 +266,736 New
RA
23
RFG Advisory
Alabama
$24.8M 267,030 +26,691 +11%
HCM
24
Hudson Capital Management
New Jersey
$24.1M 260,323 +14,777 +6%
3LCM
25
3D/L Capital Management
Connecticut
$23.1M 249,216 +21,025 +9%