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PIMCO Active Bond Exchange-Traded Fund

369 hedge funds and large institutions have $2.5B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 127 reducing their positions, and 31 closing their positions.

Holders
369
Holders Change
Holders Change %
0%
% of All Funds
5.82%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.58%
New
38
Increased
155
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$181M 1,979,699 +303,693 +18%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$169M 1,848,305 +195,490 +12%
BCI
3
Brinker Capital Investments
Pennsylvania
$134M 1,458,403 +691,253 +90%
OPS
4
Orion Portfolio Solutions
Nebraska
$134M 1,458,403 +691,253 +90%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$128M 1,399,693 +154,513 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$118M 1,283,824 +939,981 +273%
Bank of America
7
Bank of America
North Carolina
$69.6M 759,752 -19,488 -3%
Wells Fargo
8
Wells Fargo
California
$67.2M 733,730 -9,032 -1%
LPL Financial
9
LPL Financial
California
$63.7M 695,107 +311,196 +81%
FS
10
Ferguson Shapiro
Georgia
$54.7M 596,839 +263,779 +79%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.2M 558,387 +5,119 +0.9%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$48.2M 525,986 -239,997 -31%
EP
13
Essential Planning
New Hampshire
$45.5M 496,770 +16,280 +3%
HI
14
Horizon Investments
North Carolina
$42.1M 463,142 -77,205 -14%
OIA
15
OneDigital Investment Advisors
Kansas
$42.1M 459,325 +74,059 +19%
KW
16
KWB Wealth
California
$36.1M 393,811 +81,965 +26%
UBS Group
17
UBS Group
Switzerland
$35.6M 388,098 +78,114 +25%
SC
18
Scotia Capital
Ontario, Canada
$34.4M 375,572 -2,579 -0.7%
FAM
19
Flaharty Asset Management
Florida
$29.9M 326,144 +6,568 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$28.9M 315,478 -22,698 -7%
PI
21
PFS Investments
Georgia
$26.6M 289,994 +23,258 +9%
RA
22
RFG Advisory
Alabama
$25.5M 277,918 +10,888 +4%
HCM
23
Hudson Capital Management
New Jersey
$24.3M 264,893 +4,570 +2%
WWA
24
WCG Wealth Advisors
Nevada
$24M 261,613 +62,362 +31%
RJA
25
Raymond James & Associates
Florida
$23.4M 255,067 +115,510 +83%