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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 %
CSPAM
276
Cary Street Partners Asset Management
Virginia
$337K +$57.8K +625 +21%
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$333K -$301K -3,252 -47%
JWCA
278
J.W. Cole Advisors
Florida
$332K -$6.1K -66 -2%
BWA
279
Burt Wealth Advisors
Maryland
$332K – – –
MGWM
280
Marks Group Wealth Management
Minnesota
$331K +$7.03K +76 +2%
BEC
281
Blue Edge Capital
Virginia
$331K +$7.12K +77 +2%
PWLP
282
Prio Wealth Limited Partnership
Massachusetts
$329K +$329K +3,564 New
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$329K -$29.2K -316 -8%
ARC
284
Advisor Resource Council
Texas
$326K +$326K +3,530 New
KeyBank National Association
285
KeyBank National Association
Ohio
$325K – – –
B
286
Bridgeworth
Alabama
$319K +$44.4K +480 +16%
SAW
287
Signal Advisors Wealth
Michigan
$314K +$314K +3,381 New
CCFM
288
Clear Creek Financial Management
Washington
$307K +$307K +3,317 New
KWS
289
Keystone Wealth Services
California
$305K +$27.2K +294 +10%
MSAM
290
Moloney Securities Asset Management
Missouri
$302K +$302K +3,271 New
NCM
291
Northwest Capital Management
Oregon
$295K – – –
SC
292
Savant Capital
Illinois
$294K -$7.3K -79 -2%
CPRC
293
Consolidated Portfolio Review Corp
New York
$294K -$17.6K -190 -6%
PPP
294
Private Portfolio Partners
New Jersey
$291K +$70.8K +766 +32%
GEA
295
Glen Eagle Advisors
New Jersey
$288K +$277 +3 +0.1%
MWM
296
Maripau Wealth Management
Indiana
$288K +$288K +3,110 New
WIM
297
WealthPlan Investment Management
Nebraska
$287K -$206K -2,227 -42%
KWA
298
Kingswood Wealth Advisors
California
$283K +$283K +3,058 New
SSWM
299
Strait & Sound Wealth Management
California
$272K +$274 +3 +0.1%
SCM
300
SOL Capital Management
Maryland
$271K +$45.3K +490 +20%
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