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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
251
Pinnacle Wealth Management Advisory Group
New Jersey
$805K +$254K +2,742 +46%
BFWM
252
Bright Futures Wealth Management
New York
$803K +$12.5K +139 +2%
Ameriprise
253
Ameriprise
Minnesota
$773K -$451K -4,880 -37%
CGH
254
Crossmark Global Holdings
Texas
$770K +$770K +8,322 New
Renaissance Technologies
255
Renaissance Technologies
New York
$768K +$768K +8,300 New
SCM
256
SOL Capital Management
Maryland
$764K +$109K +1,175 +17%
OC
257
Oppenheimer & Co
New York
$755K +$175K +1,896 +30%
WSFG
258
Wall Street Financial Group
Illinois
$746K -$212K -2,297 -22%
BPA
259
Beacon Pointe Advisors
California
$741K +$123K +1,332 +20%
DWAM
260
Duncan Williams Asset Management
Tennessee
$695K -$3.79K -41 -0.5%
AQR Capital Management
261
AQR Capital Management
Connecticut
$692K +$49.1K +531 +8%
SPC
262
Sigma Planning Corp
Michigan
$681K -$185 -2 -0%
LWM
263
Lionshead Wealth Management
New York
$673K -$478K -5,165 -41%
LIG
264
Lokken Investment Group
Delaware
$659K +$659K +7,125 New
CFD
265
Creative Financial Designs
Indiana
$654K -$23.2K -251 -3%
AMG
266
Asset Management Group
Connecticut
$649K -$53.5K -578 -8%
Corient Private Wealth
267
Corient Private Wealth
Florida
$646K +$377K +4,082 +140%
SRC
268
Sage Rhino Capital
California
$633K -$46.7K -505 -7%
LA
269
LexAurum Advisors
Kansas
$631K +$240K +2,595 +61%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$629K +$82.9K +897 +15%
CCFM
271
Clear Creek Financial Management
Washington
$629K +$119K +1,286 +23%
SAW
272
Signal Advisors Wealth
Michigan
$625K +$305K +3,295 +95%
Betterment LLC
273
Betterment LLC
New York
$613K +$131K +1,420 +27%
CPCM
274
Cardinal Point Capital Management
Ontario, Canada
$613K -$464K -5,015 -43%
NRI
275
NFP Retirement Inc
California
$608K -$88.3K -955 -13%
9 10
11
12 13