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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
$342M
2
LPL Financial
LPL Financial
California
$121M
3
SA
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
Wells Fargo
California
$143M
5
AWM
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$265M
4
VNA
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
Dynamic Advisor Solutions
Arizona
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
301
Burt Wealth Advisors
Maryland
$340K – – –
DWAM
302
Duncan Williams Asset Management
Tennessee
$334K +$334K +3,532 New
KeyBank National Association
303
KeyBank National Association
Ohio
$333K – – –
WIM
304
WealthPlan Investment Management
Nebraska
$328K +$94.6K +1,000 +40%
CGFA
305
Colton Groome Financial Advisors
North Carolina
$325K -$34.3K -363 -10%
BEC
306
Blue Edge Capital
Virginia
$322K -$39.4K -416 -11%
MBTD
307
Mechanics Bank - Trust Department
California
$314K – – –
SAW
308
Signal Advisors Wealth
Michigan
$312K +$312K +3,301 New
Corient Private Wealth
309
Corient Private Wealth
Florida
$304K -$12.5K -132 -4%
PFS
310
Prospera Financial Services
Texas
$292K +$292K +3,089 New
MCM
311
Mainstay Capital Management
Michigan
$292K – – –
IA
312
IFP Advisors
Florida
$289K -$2.72M -28,713 -90%
RFA
313
Rollins Financial Advisors
New York
$287K +$287K +3,033 New
OPA
314
Old Port Advisors
Maine
$286K -$13.6K -144 -5%
PPP
315
Private Portfolio Partners
New Jersey
$281K +$281K +2,971 New
PTC
316
Private Trust Company
Ohio
$278K +$91.5K +967 +49%
WC
317
Waterloo Capital
Texas
$269K +$269K +2,841 New
AWA
318
Artemis Wealth Advisors
New York
$269K +$3.31K +35 +1%
CAG
319
Crestwood Advisors Group
Massachusetts
$267K – – –
SS
320
Sunbelt Securities
Texas
$265K – – –
IAS
321
Insigneo Advisory Services
Florida
$265K – – –
NCM
322
Northwest Capital Management
Oregon
$264K +$8.52K +90 +3%
HF
323
HRT Financial
New York
$264K +$264K +2,792 New
TFA
324
Tobias Financial Advisors
Florida
$260K +$3.22K +34 +1%
SFPG
325
Stonebridge Financial Planning Group
Florida
$259K – – –
11 12
13
14 15