BOND icon

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 %
MBTD
351
Mechanics Bank - Trust Department
California
$264K -$43.2K -467 -14%
WIA
352
World Investment Advisors
California
$263K +$9.62K +104 +4%
BPAMU
353
BTG Pactual Asset Management US
New York
$263K -$245K -2,650 -48%
SS
354
Sunbelt Securities
Texas
$262K – – –
TFA
355
Tobias Financial Advisors
Florida
$260K +$3.24K +35 +1%
AF
356
Apexium Financial
Texas
$259K +$259K +2,800 New
SFPG
357
Stonebridge Financial Planning Group
Florida
$253K – – –
AWE
358
Avidian Wealth Enterprises
Texas
$253K +$462 +5 +0.2%
VWM
359
Vermillion Wealth Management
Minnesota
$252K -$2.87K -31 -1%
CGFA
360
Colton Groome Financial Advisors
North Carolina
$248K +$248K +2,691 New
PCIA
361
Prime Capital Investment Advisors
Kansas
$247K +$28.2K +305 +13%
OPA
362
Old Port Advisors
Maine
$246K -$9.62K -104 -4%
PJSIMP
363
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K – – –
BCA
364
Bay Colony Advisors
Massachusetts
$238K +$185 +2 +0.1%
GWP
365
Gateway Wealth Partners
Wisconsin
$231K +$231K +2,500 New
Luther King Capital Management (LKCM)
366
Luther King Capital Management (LKCM)
Texas
$231K -$226K – –
FS
367
Ferguson Shapiro
Georgia
$230K -$2.31K -25 -1%
BWS
368
BCR Wealth Strategies
Alabama
$229K – – –
PCG
369
Prosperity Consulting Group
Maryland
$224K +$9.25K +100 +4%
KWA
370
Kingswood Wealth Advisors
California
$223K -$286K -3,096 -56%
LWMI
371
Landmark Wealth Management (Illinois)
Illinois
$222K -$41K -443 -16%
LCWP
372
Legacy Capital Wealth Partners
Arkansas
$222K +$92 +1 +0%
EWM
373
Empirical Wealth Management
Washington
$213K – – –
IWM
374
IHT Wealth Management
Illinois
$210K +$277 +3 +0.1%
SG
375
StoneX Group
New York
$209K +$209K +2,255 New
13 14
15
16 17