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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
301
Sunbelt Securities
Texas
$255K – – –
AWA
302
Artemis Wealth Advisors
New York
$255K +$3.19K +35 +1%
SFPG
303
Stonebridge Financial Planning Group
Florida
$250K +$250K +2,741 New
AWE
304
Avidian Wealth Enterprises
Texas
$249K +$249K +2,732 New
TFA
305
Tobias Financial Advisors
Florida
$247K +$1K +11 +0.4%
NCM
306
Northwest Capital Management
Oregon
$246K -$48.7K -535 -17%
9WM
307
9258 Wealth Management
Ohio
$243K – – –
PJSIMP
308
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K +$236K +2,590 New
RRA
309
Round Rock Advisors
Connecticut
$229K +$26.3K +289 +13%
Luther King Capital Management (LKCM)
310
Luther King Capital Management (LKCM)
Texas
$228K -$230K – –
WIM
311
WealthPlan Investment Management
Nebraska
$225K +$2K +22 +0.9%
LWA
312
Lantern Wealth Advisors
New York
$225K -$98.6K -1,082 -31%
KWM
313
Kaydan Wealth Management
Michigan
$223K +$21.7K +238 +11%
LWMNY
314
Landmark Wealth Management (New York)
New York
$219K -$5.48M -60,226 -96%
WWM
315
Wagner Wealth Management
South Carolina
$219K +$219K +2,403 New
LCWP
316
Legacy Capital Wealth Partners
Arkansas
$219K +$219K +2,403 New
ECM
317
Evergreen Capital Management
Washington
$216K -$184K -2,025 -46%
WSFG
318
Wall Street Financial Group
Illinois
$214K +$214K +2,345 New
FF
319
Farrell Financial
New York
$211K +$2.55K +28 +1%
AA
320
ACT Advisors
North Carolina
$211K +$2.19K +24 +1%
BCA
321
Bay Colony Advisors
Massachusetts
$210K +$91 +1 +0%
EWM
322
Empirical Wealth Management
Washington
$209K – – –
EWA
323
EverSource Wealth Advisors
Alabama
$206K +$128K +1,379 +164%
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$206K – – –
PTC
325
Private Trust Company
Ohio
$180K -$80.8K -887 -31%
11 12
13
14 15