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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGCA
226
Wolf Group Capital Advisors
Virginia
$610K +$14K +153 +2%
PCA
227
Peddock Capital Advisors
Massachusetts
$607K +$607K +6,564 New
SC
228
Summa Corp
Texas
$601K +$601K +6,500 New
BLC
229
Brown, Lisle/Cummings
Rhode Island
$596K +$185 +2 +0%
TFA
230
Tranquilli Financial Advisor
New Jersey
$596K -$566K -6,118 -49%
AC
231
Apella Capital
Connecticut
$585K -$325K -3,540 -36%
MIM
232
Macroview Investment Management
Maryland
$554K -$7.67K -83 -1%
SOS
233
Silver Oak Securities
Tennessee
$553K +$222K +2,406 +67%
PA
234
Pinnacle Associates
New York
$549K -$25.8K -279 -4%
MAG
235
Mayfair Advisory Group
Alabama
$548K +$39.8K +433 +8%
GCM
236
Gallacher Capital Management
Colorado
$546K -$520K -5,620 -49%
DF
237
Dunhill Financial
United Kingdom
$534K -$6.38M -69,059 -92%
AWE
238
Avidian Wealth Enterprises
Texas
$527K +$527K +5,696 New
TPWA
239
Twin Peaks Wealth Advisors
California
$525K +$525K +5,682 New
FIA
240
Foundations Investment Advisors
Arizona
$521K +$309K +3,332 +146%
Cerity Partners
241
Cerity Partners
New York
$517K +$208K +2,250 +67%
GRP
242
Global Retirement Partners
California
$509K -$151K -1,640 -23%
AC
243
Addison Capital
Pennsylvania
$506K +$69.3K +750 +16%
SB
244
Strategic Blueprint
Georgia
$504K +$72.7K +786 +17%
RPGK
245
Retirement Planning Group (Kansas)
Kansas
$499K +$499K +5,394 New
SIAS
246
Summit Investment Advisory Services
Minnesota
$490K -$6.19K -67 -1%
MBTD
247
Mechanics Bank - Trust Department
California
$482K +$120K +1,300 +33%
CPG
248
Cornerstone Planning Group
New Jersey
$482K -$100K -1,085 -17%
PWMAG
249
Pinnacle Wealth Management Advisory Group
New Jersey
$477K -$14.2K -154 -3%
NCM
250
Next Capital Management
New York
$463K – – –
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10
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