BOND icon

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

Top Sellers

1
OPS
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
KWB Wealth
California
$209K
4
Osaic Holdings
Osaic Holdings
Arizona
$121M
5
FS
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
251
Lincoln National Corp
Pennsylvania
$457K -$61K -660 -12%
WWP
252
Waypoint Wealth Partners
California
$447K – – –
AAS
253
Ameritas Advisory Services
Nebraska
$442K -$798K -8,667 -64%
WP
254
Westmount Partners
California
$441K -$383K -4,146 -46%
ECM
255
Evergreen Capital Management
Washington
$436K -$122K -1,317 -22%
OPA
256
Old Port Advisors
Maine
$427K -$98K -1,060 -19%
BAM
257
Belpointe Asset Management
Nevada
$427K -$205K -2,218 -32%
FCA
258
Fortis Capital Advisors
Kansas
$427K -$205K -2,218 -32%
GA
259
Greytown Advisors
Florida
$420K – – –
EL
260
EQ LLC
Washington
$406K -$468K -5,059 -54%
MOS
261
MGO One Seven
Ohio
$389K -$60.9K -659 -14%
AWM
262
Axxcess Wealth Management
California
$381K – – –
CFGS
263
Concourse Financial Group Securities
Alabama
$377K -$56.6K -610 -13%
HIC
264
Holderness Investments Company
North Carolina
$374K +$374K +4,050 New
OFS
265
OneAscent Financial Services
Alabama
$373K +$373K +4,020 New
MW
266
MBL Wealth
North Carolina
$371K +$6.56K +71 +2%
VFIC
267
Valley Forge Investment Consultants
Pennsylvania
$367K +$4.07K +44 +1%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$366K -$1.75M -18,887 -83%
HCM
269
Hengehold Capital Management
Ohio
$358K -$2.31K -25 -0.6%
BWG
270
Beta Wealth Group
California
$355K +$355K +3,842 New
CAG
271
Crestwood Advisors Group
Massachusetts
$353K +$353K +3,818 New
FHC
272
First Heartland Consultants
Missouri
$349K -$70.9K -767 -17%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$348K -$367K -3,968 -51%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$347K – – –
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
$341K +$341K +3,686 New
9 10
11
12 13