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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
$36.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
Wells Fargo
California
$97.7M
5
CIA
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$229M
2
Osaic Holdings
Osaic Holdings
Arizona
$94.3M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
FGAM
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
401
Renaissance Technologies
New York
– -$3.43M -37,100 Closed
NL
402
Navalign LLC
California
– -$3.11M -33,586 Closed
Jane Street
403
Jane Street
New York
– -$1.24M -13,462 Closed
WWM
404
Wagner Wealth Management
South Carolina
– -$1.21M -13,082 Closed
FFN
405
Focus Financial Network
Minnesota
– -$853K -9,191 Closed
RL
406
Retireful LLC
Michigan
– -$738K -7,982 Closed
IWM
407
IHT Wealth Management
Illinois
– -$653K -7,059 Closed
CCM
408
Crabel Capital Management
California
– -$628K -6,790 Closed
PIA
409
Perennial Investment Advisors
California
– -$618K -6,688 Closed
AWE
410
Avidian Wealth Enterprises
Texas
– -$527K -5,696 Closed
OFS
411
OneAscent Financial Services
Alabama
– -$373K -4,020 Closed
BWG
412
Beta Wealth Group
California
– -$355K -3,842 Closed
MGWM
413
Marks Group Wealth Management
Minnesota
– -$331K -3,583 Closed
PWLP
414
Prio Wealth Limited Partnership
Massachusetts
– -$329K -3,564 Closed
ARC
415
Advisor Resource Council
Texas
– -$326K -3,530 Closed
MFG
416
Merit Financial Group
Georgia
– -$258K -2,792 Closed
OWM
417
OneAscent Wealth Management
Alabama
– -$236K -2,538 Closed
LCWP
418
Legacy Capital Wealth Partners
Arkansas
– -$222K -2,401 Closed
SWM
419
SeaCrest Wealth Management
New York
– -$210K -2,295 Closed
KW
420
KWB Wealth
California
– -$209K -2,258 Closed
CWI
421
Conscious Wealth Investments
Florida
– -$205K -2,234 Closed
OP
422
ORG Partners
Indiana
– -$131K -1,414 Closed
GIA
423
GHP Investment Advisors
Colorado
– -$55.6K -601 Closed
HWA
424
HHM Wealth Advisors
Tennessee
– -$39.8K -430 Closed
HWM
425
HighMark Wealth Management
Minnesota
– -$37.8K -409 Closed
14 15 16
17
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