BOND icon

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 %
PWMAG
251
Pinnacle Wealth Management Advisory Group
New Jersey
$482K +$7.62K +83 +2%
HKIMG
252
Hutchens & Kramer Investment Management Group
Indiana
$474K +$276K +3,042 +140%
MIM
253
Macroview Investment Management
Maryland
$472K -$77.9K -848 -14%
MBTD
254
Mechanics Bank - Trust Department
California
$470K -$9.19K -100 -2%
SB
255
Strategic Blueprint
Georgia
$460K -$40.8K -444 -8%
NCM
256
Next Capital Management
New York
$458K – – –
WWP
257
Waypoint Wealth Partners
California
$456K +$11.9K +130 +3%
JWCA
258
J.W. Cole Advisors
Florida
$436K +$106K +1,155 +32%
GCM
259
Gallacher Capital Management
Colorado
$430K -$112K -1,217 -21%
MW
260
MBL Wealth
North Carolina
$430K +$61.2K +666 +17%
LNC
261
Lincoln National Corp
Pennsylvania
$427K -$27.6K -301 -6%
RBC
262
Romano Brothers & Co
Illinois
$422K +$156K +1,700 +59%
KWS
263
Keystone Wealth Services
California
$417K +$114K +1,239 +38%
GA
264
Greytown Advisors
Florida
$416K – – –
WP
265
Westmount Partners
California
$415K -$23.8K -259 -5%
ECM
266
Evergreen Capital Management
Washington
$404K -$27.7K -301 -6%
WIA
267
World Investment Advisors
California
$404K +$404K +4,394 New
MCM
268
Mainstay Capital Management
Michigan
$395K -$371K -4,040 -48%
LCM
269
Leisure Capital Management
California
$385K -$3.07M -33,458 -89%
SIAS
270
Summit Investment Advisory Services
Minnesota
$383K -$103K -1,122 -21%
MOS
271
MGO One Seven
Ohio
$381K -$5.97K -65 -2%
AWM
272
Axxcess Wealth Management
California
$379K – – –
OPA
273
Old Port Advisors
Maine
$373K -$51.3K -558 -12%
VFIC
274
Valley Forge Investment Consultants
Pennsylvania
$368K +$4.23K +46 +1%
GEA
275
Glen Eagle Advisors
New Jersey
$362K +$76.5K +833 +27%
9 10
11
12 13