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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
UBS Group
Switzerland
$59.6M
5
VIA
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
KWB Wealth
California
$209K
4
Osaic Holdings
Osaic Holdings
Arizona
$121M
5
FS
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
401
3D/L Capital Management
Connecticut
– -$13.6M -154,687 Closed
EW
402
Evoke Wealth
California
– -$5.25M -59,769 Closed
PWS
403
Precision Wealth Strategies
Missouri
– -$4.72M -53,682 Closed
SA
404
Strategic Advisors
New York
– -$4.14M -47,112 Closed
ACP
405
Aveo Capital Partners
Colorado
– -$2.47M -28,074 Closed
Susquehanna International Group
406
Susquehanna International Group
Pennsylvania
– -$1.1M -12,569 Closed
SW
407
Signify Wealth
Missouri
– -$1.01M -11,434 Closed
Ameriprise
408
Ameriprise
Minnesota
– -$674K -7,672 Closed
WF
409
WoodTrust Financial
Wisconsin
– -$590K -6,716 Closed
APG
410
Abacus Planning Group
South Carolina
– -$547K -6,219 Closed
OAM
411
Occidental Asset Management
California
– -$387K -4,404 Closed
SFG
412
Sage Financial Group
Pennsylvania
– -$342K -3,888 Closed
WCM
413
Weik Capital Management
Pennsylvania
– -$340K -3,874 Closed
Citadel Advisors
414
Citadel Advisors
Florida
– -$326K -3,711 Closed
AFM
415
Abbot Financial Management
Massachusetts
– -$283K -3,224 Closed
FAIM
416
Financial Advocates Investment Management
Washington
– -$282K -3,214 Closed
BPA
417
Beacon Pointe Advisors
California
– -$278K -3,167 Closed
WP
418
WealthPLAN Partners
Nebraska
– -$273K -3,102 Closed
FCCM
419
First City Capital Management
Georgia
– -$259K -2,950 Closed
MMA
420
Miracle Mile Advisors
California
– -$245K -2,782 Closed
HWM
421
HB Wealth Management
Georgia
– -$239K -2,723 Closed
CA
422
Cambridge Advisors
Nebraska
– -$237K -2,692 Closed
FWM
423
Fortress Wealth Management
California
– -$230K -2,620 Closed
WCFA
424
Walkner Condon Financial Advisors
Wisconsin
– -$225K -2,563 Closed
E
425
ETFidea
New York
– -$204K -2,326 Closed
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17
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