BOND icon

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
5.95%
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 %
GCM
276
Gallacher Capital Management
Colorado
$438K +$8.99K +95 +2%
DAS
277
Dynamic Advisor Solutions
Arizona
$431K -$3.5M -37,031 -89%
KWS
278
Keystone Wealth Services
California
$430K – – –
MW
279
MBL Wealth
North Carolina
$422K +$1.04K +11 +0.2%
JWCA
280
J.W. Cole Advisors
Florida
$419K +$4.92K +52 +1%
AC
281
Apella Capital
Connecticut
$418K -$99.3K -1,052 -19%
CFGS
282
Concourse Financial Group Securities
Alabama
$415K +$88.6K +937 +27%
KA
283
Kovack Advisors
Florida
$413K +$62.9K +665 +18%
LCM
284
Leisure Capital Management
California
$411K +$14.2K +150 +4%
PFG
285
Pinnacle Financial Group
Illinois
$403K +$403K +4,257 New
GF
286
Goodman Financial
Texas
$396K – – –
AWM
287
Axxcess Wealth Management
California
$390K – – –
RIL
288
Rothschild Investment LLC
Illinois
$383K +$383K +4,050 New
FZCM
289
Flynn Zito Capital Management
New York
$383K +$77.2K +816 +25%
GEA
290
Glen Eagle Advisors
New Jersey
$380K +$44.9K +475 +13%
Citadel Advisors
291
Citadel Advisors
Florida
$376K +$376K +3,978 New
LA
292
LexAurum Advisors
Kansas
$374K -$776K -8,201 -67%
HCM
293
Hengehold Capital Management
Ohio
$367K – – –
AWM
294
Avondale Wealth Management
Texas
$364K -$284K -3,000 -44%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$355K – – –
APW
296
Axim Planning & Wealth
Ohio
$352K – – –
UAG
297
United Advisor Group
Ohio
$351K +$20.5K +217 +6%
KWM
298
Kaydan Wealth Management
Michigan
$347K +$116K +1,222 +50%
BAM
299
Belpointe Asset Management
Nevada
$341K -$5.49K -58 -2%
FCA
300
Fortis Capital Advisors
Kansas
$341K -$5.49K -58 -2%
10 11
12
13 14