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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Avaii Wealth Management
Wisconsin
$352K +$129K +1,398 +58%
OWM
327
OneAscent Wealth Management
Alabama
$349K -$79.3K -857 -19%
AC
328
Apella Capital
Connecticut
$347K -$7.62K -84 -2%
EFG
329
Everhart Financial Group
Ohio
$330K +$330K +3,565 New
KeyBank National Association
330
KeyBank National Association
Ohio
$328K +$3.14K +34 +1%
DWM
331
Dynasty Wealth Management
Florida
$325K -$145K -1,570 -31%
CAG
332
Crestwood Advisors Group
Massachusetts
$325K +$64.7K +700 +25%
FTUS
333
Flow Traders U.S.
New York
$325K +$325K +3,514 New
AWM
334
Avondale Wealth Management
Texas
$324K – – –
AG
335
Ascent Group
Virginia
$322K -$6.01K -65 -2%
RFA
336
Rollins Financial Advisors
New York
$320K +$66.4K +718 +26%
KWS
337
Keystone Wealth Services
California
$319K -$8.14K -88 -2%
WIM
338
WealthPlan Investment Management
Nebraska
$314K -$1.57K -17 -0.5%
MG
339
Mather Group
Illinois
$310K – – –
GB
340
Goepper Burkhardt
South Carolina
$307K +$307K +3,317 New
AAP
341
Arax Advisory Partners
Colorado
$306K +$306K +3,305 New
ARC
342
Advisor Resource Council
Texas
$299K +$299K +3,231 New
BAM
343
Belpointe Asset Management
Nevada
$297K -$36.1K -390 -11%
FCA
344
Fortis Capital Advisors
Kansas
$297K -$36.1K -390 -11%
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
$294K +$294K +3,180 New
SIM
346
Synergy Investment Management
Florida
$286K – – –
MCM
347
Mainstay Capital Management
Michigan
$283K – – –
APW
348
Axim Planning & Wealth
Ohio
$275K +$60.1K +650 +28%
AWA
349
Artemis Wealth Advisors
New York
$269K +$3.33K +36 +1%
BEC
350
Blue Edge Capital
Virginia
$269K +$3.05K +33 +1%
12 13
14
15 16