BOND icon

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
+$34.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$27.5M
4
Wells Fargo
Wells Fargo
California
+$22M
5
CIA
Concurrent Investment Advisors
Florida
+$20.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$229M
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.3M
3
KOC
Koss-Olinger Consulting
Florida
-$25.7M
4
FGAM
Financial Gravity Asset Management
Texas
-$18.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
376
Aspire Private Capital
North Carolina
$12.2K -$367 -4 -3%
B
377
Birchbrook
Maine
$12.1K – – –
EW
378
Element Wealth
Mississippi
$11.5K – – –
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.08K – – –
CA
380
CoreCap Advisors
Michigan
$7.07K +$7.07K +77 New
GI
381
Gradient Investments
Minnesota
$5.95K +$92 +1 +2%
TRCT
382
Tower Research Capital (TRC)
New York
$4.78K +$551 +6 +13%
SIS
383
Sound Income Strategies
Florida
$4.13K -$276 -3 -6%
ME
384
McIlrath & Eck
Washington
$4.13K – – –
SWM
385
Spire Wealth Management
Virginia
$1.93K – – –
TSWM
386
Tyler-Stone Wealth Management
Ohio
$1.84K -$3.67K -40 -67%
SFC
387
SYM Financial Corp
Indiana
$1.75K +$1.75K +19 New
MAWCM
388
Mine & Arao Wealth Creation & Management
California
$1.66K – – –
OLVIG
389
Oliver Lagore Vanvalin Investment Group
Michigan
$1.19K – – –
CTA
390
Colonial Trust Advisors
South Carolina
$1.19K +$1.19K +13 New
CPBTD
391
Central Pacific Bank - Trust Division
Hawaii
$908 +$908 +10 New
VCM
392
Versant Capital Management
Arizona
$735 – – –
PA
393
PSI Advisors
Florida
$735 – – –
FFA
394
Frazier Financial Advisors
Ohio
$667 -$17.5K -184 -96%
Fidelity Investments
395
Fidelity Investments
Massachusetts
$459 +$275 +3 +150%
AssetMark Inc
396
AssetMark Inc
California
$92 +$92 +1 New
KOC
397
Koss-Olinger Consulting
Florida
– -$25.7M -277,970 Closed
DP
398
Denver PWM
Colorado
– -$7.03M -76,589 Closed
ACM
399
Avalon Capital Management
California
– -$5.52M -59,682 Closed
OCM
400
One Capital Management
California
– -$4.11M -44,437 Closed
14 15
16
17 18