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PIMCO Active Bond Exchange-Traded Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
VA
251
Valmark Advisers
Ohio
$471K +$191K +2,097 +68%
PWMAG
252
Pinnacle Wealth Management Advisory Group
New Jersey
$468K -$10K -110 -2%
SC
253
Summa Corp
Texas
$455K -$137K -1,500 -23%
MWM
254
Mascoma Wealth Management
New Hampshire
$453K +$318K +3,490 +236%
DWM
255
Dynasty Wealth Management
Florida
$450K -$45.2K -496 -9%
SC
256
Savant Capital
Illinois
$449K +$178K +1,955 +66%
DSA
257
Droms Strauss Advisors
Missouri
$428K -$521K -5,713 -55%
SB
258
Strategic Blueprint
Georgia
$423K -$33.4K -367 -7%
WP
259
Westmount Partners
California
$416K +$9.63K +107 +2%
KWS
260
Keystone Wealth Services
California
$414K
GCM
261
Gallacher Capital Management
Colorado
$413K -$13.8K -152 -3%
SCM
262
SOL Capital Management
Maryland
$409K +$64.2K +705 +19%
MW
263
MBL Wealth
North Carolina
$405K -$21K -230 -5%
FS
264
Ferguson Shapiro
Georgia
$399K -$10.2M -112,313 -96%
JWCA
265
J.W. Cole Advisors
Florida
$399K -$33.8K -371 -8%
IAG
266
Investment Advisory Group
Massachusetts
$389K +$389K +4,268 New
LCM
267
Leisure Capital Management
California
$382K
GF
268
Goodman Financial
Texas
$381K -$169K -1,853 -31%
AWM
269
Axxcess Wealth Management
California
$376K
VFIC
270
Valley Forge Investment Consultants
Pennsylvania
$370K +$4.55K +50 +1%
HCM
271
Hengehold Capital Management
Ohio
$353K
BEC
272
Blue Edge Capital
Virginia
$348K -$729 -8 -0.2%
KWA
273
Kingswood Wealth Advisors
California
$347K +$68K +747 +24%
CGFA
274
Colton Groome Financial Advisors
North Carolina
$346K -$293K -3,216 -46%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$342K