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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 %
UCFA
376
United Capital Financial Advisors
Texas
$208K +$208K +2,253 New
RRA
377
Round Rock Advisors
Connecticut
$206K – – –
FA
378
FSA Advisors
Michigan
$206K +$206K +2,223 New
EWA
379
Evolution Wealth Advisors
Florida
$201K +$201K +2,177 New
IA
380
IFP Advisors
Florida
$192K -$109K -1,180 -36%
WWM
381
Wagner Wealth Management
South Carolina
$191K -$92 -1 -0%
CAL
382
Capital Advisors Ltd
Ohio
$176K – – –
CFB
383
Cullen/Frost Bankers
Texas
$161K +$161K +1,746 New
NCM
384
Northwest Capital Management
Oregon
$161K +$2.96K +32 +2%
LFG
385
Larson Financial Group
Missouri
$148K +$555 +6 +0.4%
US Bancorp
386
US Bancorp
Minnesota
$121K +$25.3K +274 +26%
HNB
387
Huntington National Bank
Ohio
$116K -$101K – –
EWP
388
Elevation Wealth Partners
California
$107K -$52.3K -565 -33%
William Blair & Company
389
William Blair & Company
Illinois
$89.8K -$18.8K -203 -17%
PB
390
Pinnacle Bancorp
Nebraska
$87.1K +$38.1K +412 +78%
PW
391
Pandora Wealth
Illinois
$85.6K +$85.6K +926 New
AP
392
Aspect Partners
Virginia
$80.9K +$80.9K +875 New
OAJ
393
Ogorek Anthony Joseph
New York
$77K – – –
TCOV
394
Trust Company of Vermont
Vermont
$72.1K +$462 +5 +0.6%
AW
395
Avion Wealth
Texas
$65K – – –
OWA
396
Opal Wealth Advisors
New York
$61.2K -$708K -7,659 -92%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$55.9K – – –
CPG
398
Cornerstone Planning Group
New Jersey
$55.4K -$6.88K -76 -11%
JWA
399
JFS Wealth Advisors
Pennsylvania
$54.2K +$54.2K +586 New
AssetMark Inc
400
AssetMark Inc
California
$53.6K +$53.1K +574 +9,567%
14 15
16
17 18