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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avondale Wealth Management
Texas
$624K – – –
TFA
227
Tranquilli Financial Advisor
New Jersey
$611K +$22.7K +252 +4%
IAIM
228
International Assets Investment Management
Florida
$604K +$35.1K +385 +6%
PCA
229
Peddock Capital Advisors
Massachusetts
$603K +$2.73K +30 +0.5%
SCA
230
Snowden Capital Advisors
New York
$598K -$89K -977 -13%
AO
231
Advisor OS
Illinois
$594K +$275K +3,020 +86%
BLC
232
Brown, Lisle/Cummings
Rhode Island
$584K +$182 +2 +0%
TPWA
233
Twin Peaks Wealth Advisors
California
$564K -$56.4K -619 -9%
OP
234
ORG Partners
Indiana
$564K +$564K +6,252 New
MSAM
235
Moloney Securities Asset Management
Missouri
$556K -$113K -1,237 -17%
Cerity Partners
236
Cerity Partners
New York
$556K – – –
CSPIA
237
Cary Street Partners Investment Advisory
Virginia
$544K +$308K +3,379 +130%
PA
238
Pinnacle Associates
New York
$541K -$7.1K -78 -1%
PWA
239
Physician Wealth Advisors
Utah
$524K -$269K -2,912 -34%
MAG
240
Mayfair Advisory Group
Alabama
$522K -$27.4K -297 -5%
BPA
241
Beacon Pointe Advisors
California
$515K -$729K -8,006 -59%
HKIMG
242
Hutchens & Kramer Investment Management Group
Indiana
$506K +$36.2K +402 +8%
FWM
243
Focused Wealth Management
New York
$502K -$191K -2,095 -28%
OFS
244
OneAscent Financial Services
Alabama
$501K +$501K +5,504 New
AC
245
Apella Capital
Connecticut
$501K -$51K -558 -9%
GA
246
Greytown Advisors
Florida
$500K +$87.4K +960 +21%
CCFM
247
Clear Creek Financial Management
Washington
$488K +$195K +2,144 +67%
MIM
248
Macroview Investment Management
Maryland
$473K +$4.83K +53 +1%
Betterment LLC
249
Betterment LLC
New York
$472K -$593K -6,511 -56%
WWP
250
Waypoint Wealth Partners
California
$472K +$20K +220 +4%
8 9
10
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