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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
5.94%
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 %
TPWA
251
Twin Peaks Wealth Advisors
California
$538K -$47.7K -504 -8%
PWA
252
Physician Wealth Advisors
Utah
$530K – – –
FWM
253
Focused Wealth Management
New York
$524K +$2.65K +28 +0.5%
PI
254
PFG Investments
New York
$522K +$250K +2,642 +92%
BPAMU
255
BTG Pactual Asset Management US
New York
$519K +$519K +5,489 New
WSFG
256
Wall Street Financial Group
Illinois
$512K +$291K +3,071 +131%
MIM
257
Macroview Investment Management
Maryland
$510K +$19K +201 +4%
PWMAG
258
Pinnacle Wealth Management Advisory Group
New Jersey
$509K +$23.2K +245 +5%
CCFM
259
Clear Creek Financial Management
Washington
$507K – – –
WWP
260
Waypoint Wealth Partners
California
$502K +$12.1K +128 +2%
IAG
261
Investment Advisory Group
Massachusetts
$502K +$98.4K +1,040 +24%
SCM
262
SOL Capital Management
Maryland
$499K +$74.5K +788 +18%
AWA
263
Arkadios Wealth Advisors
Georgia
$494K +$494K +5,222 New
DSA
264
Droms Strauss Advisors
Missouri
$494K +$49.7K +525 +11%
Betterment LLC
265
Betterment LLC
New York
$489K -$1.89K -20 -0.4%
KWA
266
Kingswood Wealth Advisors
California
$480K +$119K +1,258 +33%
SC
267
Summa Corp
Texas
$473K – – –
MG
268
Mather Group
Illinois
$465K -$275K -2,902 -37%
SC
269
Savant Capital
Illinois
$457K -$9.84K -104 -2%
NCM
270
Next Capital Management
New York
$456K +$456K +4,817 New
BLC
271
Brown, Lisle/Cummings
Rhode Island
$451K -$155K -1,639 -26%
LWM
272
Lionsbridge Wealth Management
Florida
$447K +$447K +4,729 New
OWM
273
OneAscent Wealth Management
Alabama
$445K +$445K +4,706 New
WP
274
Westmount Partners
California
$439K +$2.08K +22 +0.5%
SB
275
Strategic Blueprint
Georgia
$439K – – –
9 10
11
12 13