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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 %
UAG
276
United Advisor Group
Ohio
$357K +$357K +3,891 New
HCM
277
Hengehold Capital Management
Ohio
$356K – – –
BEC
278
Blue Edge Capital
Virginia
$352K +$23.2K +253 +7%
SAW
279
Signal Advisors Wealth
Michigan
$349K +$37.9K +413 +12%
SCM
280
SOL Capital Management
Maryland
$348K +$78.5K +854 +29%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$345K – – –
BAM
282
Belpointe Asset Management
Nevada
$343K -$81.3K -885 -19%
FCA
283
Fortis Capital Advisors
Kansas
$343K -$81.3K -885 -19%
CFGS
284
Concourse Financial Group Securities
Alabama
$334K -$40K -435 -11%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$330K -$367 -4 -0.1%
LWA
286
Lantern Wealth Advisors
New York
$326K +$98K +1,067 +43%
KeyBank National Association
287
KeyBank National Association
Ohio
$323K – – –
AO
288
Advisor OS
Illinois
$322K +$79.9K +870 +33%
FFA
289
Farther Finance Advisors
California
$300K +$300K +3,307 New
HIC
290
Holderness Investments Company
North Carolina
$299K -$73.5K -800 -20%
NCM
291
Northwest Capital Management
Oregon
$298K +$4.96K +54 +2%
MWAM
292
Manhattan West Asset Management
California
$295K +$295K +3,214 New
CCFM
293
Clear Creek Financial Management
Washington
$295K -$9.65K -105 -3%
SOS
294
Silver Oak Securities
Tennessee
$293K -$256K -2,791 -47%
CPRC
295
Consolidated Portfolio Review Corp
New York
$292K +$92 +1 +0%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$44.7K -487 -14%
VA
297
Valmark Advisers
Ohio
$282K +$41.5K +452 +17%
MWM
298
Maripau Wealth Management
Indiana
$282K -$3.58K -39 -1%
KWA
299
Kingswood Wealth Advisors
California
$281K – – –
ACG
300
Allen Capital Group
Nebraska
$274K +$13.6K +148 +5%
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