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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

453 hedge funds and large institutions have $4.36B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 179 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
6.08%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.58%
New
47
Increased
179
Reduced
172
Closed
31
Calls
$572K
Puts
$295K
Net Calls
+$277K
Net Calls Change
-$306K

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$81.6M
2
HWM
Heirloom Wealth Management
Colorado
$40.8M
3
LPL Financial
LPL Financial
California
$191M
4
ETC
Exchange Traded Concepts
Oklahoma
$20.9M
5
Jane Street
Jane Street
New York
$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$258M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.69M
3
Raymond James Financial
Raymond James Financial
Florida
$44.9M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$356M
5
RA
RFG Advisory
Alabama
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
326
Nicolet Bankshares
Wisconsin
$375K +$375K +4,063 New
RIL
327
Rothschild Investment LLC
Illinois
$373K – – –
TWM
328
Thrive Wealth Management
Pennsylvania
$371K +$371K +4,029 New
PWA
329
Physician Wealth Advisors
Utah
$370K – – –
MP
330
Moment Partners
California
$369K – – –
AA
331
ACT Advisors
North Carolina
$357K -$16.5K -179 -4%
AWM
332
Avaii Wealth Management
Wisconsin
$354K +$3.32K +36 +0.9%
GSEP
333
Golden State Equity Partners
California
$351K -$27.7K -300 -7%
UAG
334
United Advisor Group
Ohio
$348K -$14.5K -157 -4%
OWM
335
OneAscent Wealth Management
Alabama
$348K – – –
BLC
336
Brown, Lisle/Cummings
Rhode Island
$344K -$18.2K -197 -5%
AWM
337
Axxcess Wealth Management
California
$340K -$40.2K -436 -11%
AC
338
Apella Capital
Connecticut
$339K -$9.94K -109 -3%
PTC
339
Private Trust Company
Ohio
$339K -$32.1K -348 -9%
TPWA
340
Twin Peaks Wealth Advisors
California
$330K -$103K -1,123 -24%
CAG
341
Crestwood Advisors Group
Massachusetts
$324K – – –
KeyBank National Association
342
KeyBank National Association
Ohio
$322K -$5.07K -55 -2%
KWS
343
Keystone Wealth Services
California
$318K – – –
MG
344
Mather Group
Illinois
$309K – – –
CA
345
Calton & Associates
Florida
$305K +$305K +3,314 New
EWA
346
Evolution Wealth Advisors
Florida
$294K +$93.3K +1,012 +46%
EFG
347
Everhart Financial Group
Ohio
$292K -$36.9K -400 -11%
HAM
348
Harmony Asset Management
Arizona
$287K +$287K +3,110 New
SIM
349
Synergy Investment Management
Florida
$285K – – –
BEC
350
Blue Edge Capital
Virginia
$284K +$16.1K +175 +6%
12 13
14
15 16