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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$34.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$27.5M
4
Wells Fargo
Wells Fargo
California
+$22M
5
CIA
Concurrent Investment Advisors
Florida
+$20.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$229M
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.3M
3
KOC
Koss-Olinger Consulting
Florida
-$25.7M
4
FGAM
Financial Gravity Asset Management
Texas
-$18.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGFA
226
Colton Groome Financial Advisors
North Carolina
$645K -$77.2K -840 -11%
AWM
227
Avondale Wealth Management
Texas
$629K -$115K -1,250 -15%
TPWA
228
Twin Peaks Wealth Advisors
California
$626K +$104K +1,130 +20%
AC
229
Addison Capital
Pennsylvania
$619K +$117K +1,271 +23%
AAS
230
Ameritas Advisory Services
Nebraska
$612K +$177K +1,945 +41%
WGCA
231
Wolf Group Capital Advisors
Virginia
$610K – – –
PCA
232
Peddock Capital Advisors
Massachusetts
$605K +$2.48K +27 +0.4%
TFA
233
Tranquilli Financial Advisor
New Jersey
$601K +$8.82K +96 +1%
BWA
234
Burt Wealth Advisors
Maryland
$600K +$270K +2,936 +82%
SC
235
Summa Corp
Texas
$597K – – –
CSPAM
236
Cary Street Partners Asset Management
Virginia
$597K +$262K +2,855 +78%
BLC
237
Brown, Lisle/Cummings
Rhode Island
$589K -$3.4K -37 -0.6%
PS
238
Principal Securities
Iowa
$572K +$451K +4,906 +370%
MA
239
Mutual Advisors
Nebraska
$570K +$570K +6,205 New
IAIM
240
International Assets Investment Management
Florida
$567K +$567K +6,242 New
Cerity Partners
241
Cerity Partners
New York
$561K +$47K +512 +9%
GF
242
Goodman Financial
Texas
$555K +$555K +6,038 New
PA
243
Pinnacle Associates
New York
$553K +$7.62K +83 +1%
PI
244
PFG Investments
New York
$553K +$335K +3,642 +153%
AC
245
Apella Capital
Connecticut
$548K -$31.4K -345 -5%
MAG
246
Mayfair Advisory Group
Alabama
$548K +$184 +2 +0%
SFA
247
Sequoia Financial Advisors
Ohio
$541K -$1.92M -20,951 -78%
FGAM
248
Financial Gravity Asset Management
Texas
$511K -$18.7M -202,722 -97%
DWM
249
Dynasty Wealth Management
Florida
$499K +$499K +5,435 New
RPGK
250
Retirement Planning Group (Kansas)
Kansas
$495K – – –
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10
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