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PIMCO Active Bond Exchange-Traded Fund

361 hedge funds and large institutions have $2.58B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 162 increasing their positions, 124 reducing their positions, and 29 closing their positions.

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
29
Increased
162
Reduced
124
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$189M 2,155,110 +306,805 +17%
Morgan Stanley
2
Morgan Stanley
New York
$172M 1,953,173 -26,526 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$147M 1,676,670 +392,846 +31%
TA
4
Tectonic Advisors
Texas
$147M 1,672,155 +1,672,155 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$129M 1,471,582 +71,889 +5%
Wells Fargo
6
Wells Fargo
California
$66.5M 756,974 +23,244 +3%
BCI
7
Brinker Capital Investments
Pennsylvania
$66.5M 756,209 -702,194 -48%
OPS
8
Orion Portfolio Solutions
Nebraska
$66.5M 756,209 -702,194 -48%
LPL Financial
9
LPL Financial
California
$59.7M 679,416 -15,691 -2%
Bank of America
10
Bank of America
North Carolina
$57.2M 650,829 -108,923 -14%
EP
11
Essential Planning
New Hampshire
$46M 522,084 +25,314 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$46M 523,003 -35,384 -6%
FS
13
Ferguson Shapiro
Georgia
$43.1M 489,978 -106,861 -18%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$41.3M 469,971 -56,015 -11%
OIA
15
OneDigital Investment Advisors
Kansas
$40.3M 458,114 -1,211 -0.3%
KW
16
KWB Wealth
California
$35.7M 390,068 -3,743 -1%
HI
17
Horizon Investments
North Carolina
$34.8M 399,066 -64,076 -14%
SC
18
Scotia Capital
Ontario, Canada
$34.3M 390,284 +14,712 +4%
UBS Group
19
UBS Group
Switzerland
$32.3M 367,657 -20,441 -5%
FAM
20
Flaharty Asset Management
Florida
$30.3M 345,169 +19,025 +6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$27.9M 317,796 +2,318 +0.7%
RJA
22
Raymond James & Associates
Florida
$26.5M 301,635 +46,568 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$26M 296,165 +296,165 New
RA
24
RFG Advisory
Alabama
$25.6M 290,803 +12,885 +5%
WWA
25
WCG Wealth Advisors
Nevada
$24.2M 272,490 +10,877 +4%