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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 %
OCFG
276
O'Connor Financial Group
Illinois
$605K +$605K +6,541 New
BWA
277
Burt Wealth Advisors
Maryland
$604K +$272K +2,936 +82%
OP
278
ORG Partners
Indiana
$601K -$21.3K -230 -3%
RMP
279
Richards, Merrill & Peterson
Washington
$590K +$57.2K +618 +11%
EC
280
Elequin Capital
New York
$571K +$571K +6,172 New
CF
281
Claris Financial
Virginia
$554K – – –
WN
282
Williams & Novak
California
$554K +$26.8K +290 +5%
AC
283
Addison Capital
Pennsylvania
$549K -$77.8K -841 -12%
MCM
284
MAI Capital Management
Ohio
$547K -$454K -4,910 -45%
WWP
285
Waypoint Wealth Partners
California
$541K +$5.92K +64 +1%
PI
286
PFG Investments
New York
$523K -$16.9K -183 -3%
DRP
287
Decker Retirement Planning
Utah
$512K +$13.5K +146 +3%
PA
288
Procyon Advisors
Connecticut
$511K -$338K -3,650 -40%
MIM
289
Macroview Investment Management
Maryland
$510K -$555 -6 -0.1%
MAG
290
Mayfair Advisory Group
Alabama
$501K -$23.1K -250 -4%
NWM
291
Napa Wealth Management
California
$500K +$500K +5,409 New
SIAS
292
Summit Investment Advisory Services
Minnesota
$495K -$25.3K -274 -5%
IAIM
293
International Assets Investment Management
Florida
$493K – – –
IAG
294
Investment Advisory Group
Massachusetts
$491K – – –
WP
295
Westmount Partners
California
$480K +$4.72K +51 +1%
DAS
296
Dynamic Advisor Solutions
Arizona
$476K +$53.3K +576 +13%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$465K +$118K +1,275 +34%
SC
298
Summa Corp
Texas
$462K – – –
NA
299
Novus Advisors
South Carolina
$459K +$56.4K +610 +14%
CPRC
300
Consolidated Portfolio Review Corp
New York
$446K +$210K +2,270 +89%
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