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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$47.8M
2
LPL Financial
LPL Financial
California
+$34.8M
3
SA
Sanctuary Advisors
Indiana
+$30M
4
Wells Fargo
Wells Fargo
California
+$29.5M
5
AWM
AE Wealth Management
Kansas
+$27M

Top Sellers

1
CPCM
Cardinal Point Capital Management
Ontario, Canada
-$14M
2
SW
Simplicity Wealth
New Jersey
-$11.6M
3
Morgan Stanley
Morgan Stanley
New York
-$7.94M
4
VNA
Valley National Advisers
Pennsylvania
-$5.53M
5
DAS
Dynamic Advisor Solutions
Arizona
-$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$776K +$631K +6,918 +434%
OC
227
Oppenheimer & Co
New York
$771K -$7.66K -81 -1%
WS
228
Wedbush Securities
California
$729K +$7.57K +80 +1%
AQR Capital Management
229
AQR Capital Management
Connecticut
$718K -$242K -2,558 -25%
RCAG
230
Rehmann Capital Advisory Group
Michigan
$699K -$36.5K -386 -5%
MW
231
Maia Wealth
Colorado
$697K +$697K +7,555 New
Ameriprise
232
Ameriprise
Minnesota
$692K -$498K -4,896 -42%
AAS
233
Ameritas Advisory Services
Nebraska
$690K -$1.19M -12,542 -63%
CFD
234
Creative Financial Designs
Indiana
$683K -$13.5K -143 -2%
BPA
235
Beacon Pointe Advisors
California
$679K +$144K +1,521 +27%
AO
236
Advisor OS
Illinois
$642K +$25.4K +268 +4%
TFA
237
Tranquilli Financial Advisor
New Jersey
$638K -$4.83K -51 -0.8%
MSAM
238
Moloney Securities Asset Management
Missouri
$637K +$59.5K +629 +10%
SRC
239
Sage Rhino Capital
California
$632K -$41.4K -438 -6%
OP
240
ORG Partners
Indiana
$615K +$22.8K +241 +4%
WGCA
241
Wolf Group Capital Advisors
Virginia
$610K -$73.9K -807 -11%
AC
242
Addison Capital
Pennsylvania
$608K -$67K -708 -10%
PCA
243
Peddock Capital Advisors
Massachusetts
$603K -$23.1K -244 -4%
LWMI
244
Landmark Wealth Management (Illinois)
Illinois
$599K -$153K -1,618 -20%
SIAS
245
Summit Investment Advisory Services
Minnesota
$564K +$564K +5,961 New
VA
246
Valmark Advisers
Ohio
$556K +$66.5K +703 +14%
IWM
247
IHT Wealth Management
Illinois
$554K +$277K +2,934 +100%
PA
248
Pinnacle Associates
New York
$549K -$462 -5 -0.1%
MAG
249
Mayfair Advisory Group
Alabama
$544K +$15K +160 +3%
SPC
250
Sigma Planning Corp
Michigan
$541K +$541K +5,718 New
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