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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 %
CWI
326
Conscious Wealth Investments
Florida
$205K +$205K +2,234 New
PA
327
PFG Advisors
Arizona
$205K +$205K +2,213 New
HKIMG
328
Hutchens & Kramer Investment Management Group
Indiana
$201K +$201K +2,176 New
FF
329
Farrell Financial
New York
$201K +$201K +2,281 New
CMA
330
Cedar Mountain Advisors
Oregon
$183K +$8.69K +94 +5%
SAG
331
Spotlight Asset Group
Illinois
$169K – – –
LFA
332
LGT Financial Advisors
Texas
$168K +$1.85K +20 +1%
CA
333
Clearstead Advisors
Ohio
$142K -$42.1K -455 -23%
OP
334
ORG Partners
Indiana
$131K +$43.9K +475 +51%
PS
335
Principal Securities
Iowa
$122K +$122K +1,325 New
NJIM
336
Nabity-Jensen Investment Management
Nebraska
$117K +$117K +1,264 New
BCWM
337
Bartlett & Co Wealth Management
Ohio
$108K – – –
BC
338
Bartlett & Co
Ohio
$108K – – –
William Blair & Company
339
William Blair & Company
Illinois
$99.3K – – –
LFG
340
Larson Financial Group
Missouri
$98.9K -$27.7K -300 -22%
BL
341
BFSG LLC
California
$95.8K +$95.8K +1,036 New
CAL
342
Capital Analysts LLC
Pennsylvania
$93K -$97.7K -1,052 -51%
US Bancorp
343
US Bancorp
Minnesota
$78.2K -$2.22K -24 -3%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$77.9K – – –
OAJ
345
Ogorek Anthony Joseph
New York
$77K -$50.7K -552 -40%
IGWM
346
ICA Group Wealth Management
Colorado
$74.1K +$74.1K +802 New
CIAS
347
Capital Investment Advisory Services
North Carolina
$65.8K -$9.52K -103 -13%
GIA
348
GHP Investment Advisors
Colorado
$55.6K +$55.6K +601 New
AW
349
Avion Wealth
Texas
$54K +$5.14K +56 +11%
HNB
350
Huntington National Bank
Ohio
$52.5K -$67.9K – –
12 13
14
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