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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 %
RBC
301
Romano Brothers & Co
Illinois
$268K +$268K +2,895 New
ACG
302
Allen Capital Group
Nebraska
$262K -$25.2K -273 -9%
SS
303
Sunbelt Securities
Texas
$259K -$5.27K -57 -2%
MFG
304
Merit Financial Group
Georgia
$258K +$258K +2,792 New
AWA
305
Artemis Wealth Advisors
New York
$253K – – –
TFA
306
Tobias Financial Advisors
Florida
$250K +$250K +2,700 New
9WM
307
9258 Wealth Management
Ohio
$247K -$29.2K -316 -11%
PTC
308
Private Trust Company
Ohio
$245K +$104K +1,124 +74%
AO
309
Advisor OS
Illinois
$243K +$243K +2,630 New
VA
310
Valmark Advisers
Ohio
$242K -$2.13K -23 -0.9%
OWM
311
OneAscent Wealth Management
Alabama
$236K -$105K -1,134 -31%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$231K -$220K – –
MWM
313
Mascoma Wealth Management
New Hampshire
$230K -$20K -216 -8%
LWA
314
Lantern Wealth Advisors
New York
$229K +$229K +2,480 New
RRA
315
Round Rock Advisors
Connecticut
$223K +$185 +2 +0.1%
AWM
316
Avaii Wealth Management
Wisconsin
$223K -$50.7K -548 -19%
LCWP
317
Legacy Capital Wealth Partners
Arkansas
$222K +$92 +1 +0%
PI
318
PFG Investments
New York
$220K -$6.19K -67 -3%
EWP
319
Elevation Wealth Partners
California
$214K -$19.3K -220 -8%
BCA
320
Bay Colony Advisors
Massachusetts
$213K +$92 +1 +0%
EWM
321
Empirical Wealth Management
Washington
$213K – – –
AA
322
ACT Advisors
North Carolina
$212K -$4.35K -47 -2%
SWM
323
SeaCrest Wealth Management
New York
$210K – – –
KW
324
KWB Wealth
California
$209K -$35.9M -387,810 -99%
HAIM
325
Hunter Associates Investment Management
Pennsylvania
$207K +$207K +2,250 New
11 12
13
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