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PIMCO Active Bond Exchange-Traded Fund

520 hedge funds and large institutions have $6.26B invested in PIMCO Active Bond Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 268 increasing their positions, 136 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 25

97% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 136

15% more capital invested

Capital invested by funds: $5.44B → $6.26B (+$822M)

12% more funds holding in top 10

Funds holding in top 10: 5056 (+6)

4% more funds holding

Funds holding: 501520 (+19)

1.27% more ownership

Funds ownership: 79.69%80.96% (+1.3%)

Holders
520
Holders Change
+19
Holders Change %
+3.79%
% of All Funds
6.41%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.69%
New
55
Increased
268
Reduced
136
Closed
25
Calls
$2.74M
Puts
Net Calls
+$2.74M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$347M +$35.6M +381,599 +11%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$345M -$38.1M -408,165 -10%
LPL Financial
3
LPL Financial
California
$316M +$49M +525,007 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$241M +$47.9M +513,886 +24%
Wells Fargo
5
Wells Fargo
California
$206M +$23.3M +249,841 +13%
AWM
6
AE Wealth Management
Kansas
$175M +$38.3M +410,522 +28%
Raymond James Financial
7
Raymond James Financial
Florida
$166M +$72.5M +776,696 +76%
OIA
8
OneDigital Investment Advisors
Kansas
$162M +$18.5M +198,601 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$157M +$4.3M +46,130 +3%
Bank of America
10
Bank of America
North Carolina
$150M +$16M +171,674 +12%
TA
11
Tectonic Advisors
Texas
$150M +$3.46M +37,103 +2%
NA
12
NewEdge Advisors
Louisiana
$123M +$26.2M +280,940 +27%
KOC
13
Koss-Olinger Consulting
Florida
$117M -$4.58M -49,093 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$103M +$15.9M +169,977 +18%
SHGA
15
Sand Hill Global Advisors
California
$98.3M +$41.1M +440,603 +71%
WA
16
Waverly Advisors
Alabama
$94.3M +$35.6M +381,386 +60%
HWM
17
Heirloom Wealth Management
Colorado
$94.1M +$49.2M +527,820 +107%
GVAG
18
Great Valley Advisor Group
Delaware
$88.2M -$14.9M -159,727 -14%
UBS Group
19
UBS Group
Switzerland
$84.1M +$2.1M +22,498 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$82.2M +$11.9M +127,477 +17%
CW
21
CreativeOne Wealth
Kansas
$77.1M +$5.94M +63,704 +8%
VIA
22
Vickerman Investment Advisors
Washington
$68.1M -$3.63M -38,902 -5%
GAM
23
Gotham Asset Management
New York
$59.4M +$38.6M +414,200 +181%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$59.2M +$650K +6,964 +1%
BWS
25
Buck Wealth Strategies
Colorado
$58M +$4.38M +46,958 +8%