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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$36.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
Wells Fargo
California
$97.7M
5
CIA
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$229M
2
Osaic Holdings
Osaic Holdings
Arizona
$94.3M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
FGAM
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
351
Avion Wealth
Texas
$55K – – –
PAM
352
Palisade Asset Management
Minnesota
$49.4K +$49.4K +538 New
PCWA
353
Pacific Capital Wealth Advisors
California
$49.2K – – –
PB
354
Pinnacle Bancorp
Nebraska
$48.7K – – –
PFBT
355
Parkside Financial Bank & Trust
Missouri
$45.9K – – –
Franklin Resources
356
Franklin Resources
California
$45.6K – – –
GWSG
357
GPS Wealth Strategies Group
Colorado
$44.1K +$44.1K +481 New
HGERS
358
Householder Group Estate & Retirement Specialist
Arizona
$38.1K -$276 -3 -0.7%
TF
359
Tompkins Financial
New York
$37.4K – – –
RG
360
Retirement Group
California
$36.7K – – –
Allianz Asset Management
361
Allianz Asset Management
Germany
$31.4K +$92 +1 +0.3%
MSFP
362
Mark Sheptoff Financial Planning
Connecticut
$30.3K +$30.3K +330 New
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$29.5K +$29.5K +325 New
MHR
364
Matthew Hamilton Rosenberg
$26.8K – – –
KFI
365
Key Financial Inc
Pennsylvania
$26.2K – – –
BWL
366
Bogart Wealth LLC
Virginia
$25.4K -$1.56K -17 -6%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$21K -$2.23K -24 -10%
GJIA
368
Glass Jacobson Investment Advisors
Maryland
$20.7K – – –
VAG
369
VisionPoint Advisory Group
Texas
$18.9K – – –
RFA
370
Register Financial Advisors
Georgia
$18.9K +$18.9K +206 New
SWM
371
Sanctuary Wealth Management
Idaho
$16.4K – – –
CPA
372
Clear Point Advisors
New York
$15.8K +$184 +2 +1%
FHA
373
First Horizon Advisors
Tennessee
$15.5K +$2.67K +29 +21%
TAM
374
Tucker Asset Management
Colorado
$14.1K – – –
CIAS
375
Capital Investment Advisory Services
North Carolina
$14K -$51.4K -560 -79%
13 14
15
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