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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
376
Element Wealth
Mississippi
$11.4K – – –
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.02K – – –
Simplex Trading
378
Simplex Trading
Illinois
$7K +$7K +81 New
GI
379
Gradient Investments
Minnesota
$5.98K +$91 +1 +2%
ME
380
McIlrath & Eck
Washington
$4.1K – – –
FHA
381
First Horizon Advisors
Tennessee
$3.99K -$11.7K -126 -75%
SWM
382
Spire Wealth Management
Virginia
$1.94K – – –
TSWM
383
Tyler-Stone Wealth Management
Ohio
$1.82K – – –
SFC
384
SYM Financial Corp
Indiana
$1.75K – – –
OLVIG
385
Oliver Lagore Vanvalin Investment Group
Michigan
$1K -$182 -2 -15%
CPBTD
386
Central Pacific Bank - Trust Division
Hawaii
$911 – – –
PA
387
PSI Advisors
Florida
$729 – – –
VCM
388
Versant Capital Management
Arizona
$729 – – –
FFA
389
Frazier Financial Advisors
Ohio
$670 – – –
AssetMark Inc
390
AssetMark Inc
California
$364 +$273 +3 +300%
FHC
391
First Heartland Consultants
Missouri
$212 – – –
Fidelity Investments
392
Fidelity Investments
Massachusetts
$91 -$364 -4 -80%
WWA
393
WCG Wealth Advisors
Nevada
– -$21.3M -231,999 Closed
MWM
394
MinichMacGregor Wealth Management
New York
– -$6.93M -76,272 Closed
IA
395
Inspire Advisors
Idaho
– -$6.28M -68,351 Closed
FIA
396
Foundations Investment Advisors
Arizona
– -$6.02M -65,536 Closed
NSB
397
Norway Savings Bank
Maine
– -$5.51M -60,023 Closed
SAG
398
SageView Advisory Group
California
– -$2.02M -21,994 Closed
IF
399
Intrua Financial
Texas
– -$2.02M -21,990 Closed
HF
400
HRT Financial
New York
– -$1.2M -13,053 Closed
13 14 15
16
17