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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 %
PCWA
351
Pacific Capital Wealth Advisors
California
$49.6K +$49.6K +536 New
PB
352
Pinnacle Bancorp
Nebraska
$49K -$2.22K -24 -4%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$46.2K – – –
Franklin Resources
354
Franklin Resources
California
$45.9K -$12.7K -137 -22%
EWA
355
EverSource Wealth Advisors
Alabama
$44.5K +$44.5K +481 New
AWM
356
Avior Wealth Management
Nebraska
$43.5K – – –
HWA
357
HHM Wealth Advisors
Tennessee
$39.8K – – –
HGERS
358
Householder Group Estate & Retirement Specialist
Arizona
$38K -$57K -626 -60%
HWM
359
HighMark Wealth Management
Minnesota
$37.8K +$37.8K +409 New
TF
360
Tompkins Financial
New York
$37.6K +$37.6K +407 New
RG
361
Retirement Group
California
$37K – – –
AC
362
AlphaCore Capital
California
$35.8K – – –
HGA
363
Hobbs Group Advisors
South Carolina
$34.4K +$34.4K +372 New
Allianz Asset Management
364
Allianz Asset Management
Germany
$31.5K +$647 +7 +2%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.8K +$27.8K +300 New
MHR
366
Matthew Hamilton Rosenberg
$27.3K – – –
BWL
367
Bogart Wealth LLC
Virginia
$27.1K – – –
KFI
368
Key Financial Inc
Pennsylvania
$26.3K – – –
BFEC
369
Benjamin F. Edwards & Company
Missouri
$23K +$92 +1 +0.4%
GJIA
370
Glass Jacobson Investment Advisors
Maryland
$20.8K – – –
ACA
371
Aptus Capital Advisors
Alabama
$20.6K +$2.77K +30 +16%
VAG
372
VisionPoint Advisory Group
Texas
$19K +$19K +206 New
FFA
373
Frazier Financial Advisors
Ohio
$17.7K +$17.7K +191 New
SWM
374
Sanctuary Wealth Management
Idaho
$16.5K – – –
CPA
375
Clear Point Advisors
New York
$15.7K +$15.7K +170 New
13 14
15
16 17