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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 %
MA
401
Mutual Advisors
Nebraska
– -$570K -6,205 Closed
SFA
402
Sequoia Financial Advisors
Ohio
– -$541K -5,888 Closed
NCM
403
Next Capital Management
New York
– -$458K -4,987 Closed
LNC
404
Lincoln National Corp
Pennsylvania
– -$427K -4,644 Closed
WIA
405
World Investment Advisors
California
– -$404K -4,394 Closed
SIAS
406
Summit Investment Advisory Services
Minnesota
– -$383K -4,174 Closed
SAW
407
Signal Advisors Wealth
Michigan
– -$349K -3,794 Closed
HIC
408
Holderness Investments Company
North Carolina
– -$299K -3,250 Closed
MWAM
409
Manhattan West Asset Management
California
– -$295K -3,214 Closed
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
– -$282K -3,074 Closed
ACG
411
Allen Capital Group
Nebraska
– -$274K -2,984 Closed
PPP
412
Private Portfolio Partners
New Jersey
– -$272K -2,962 Closed
SSWM
413
Strait & Sound Wealth Management
California
– -$264K -2,945 Closed
VPP
414
Vertex Planning Partners
Illinois
– -$238K -2,587 Closed
HIC
415
Hartline Investment Corp
Illinois
– -$212K -2,308 Closed
TC
416
TownSquare Capital
Utah
– -$207K -2,255 Closed
AWM
417
Avaii Wealth Management
Wisconsin
– -$205K -2,233 Closed
FSWA
418
Financial Synergies Wealth Advisors
Texas
– -$200K -2,177 Closed
NJIM
419
Nabity-Jensen Investment Management
Nebraska
– -$116K -1,259 Closed
IGWM
420
ICA Group Wealth Management
Colorado
– -$109K -1,185 Closed
PAM
421
Palisade Asset Management
Minnesota
– -$49.4K -538 Closed
APC
422
Aspire Private Capital
North Carolina
– -$12.2K -133 Closed
TRCT
423
Tower Research Capital (TRC)
New York
– -$4.78K -52 Closed
MAWCM
424
Mine & Arao Wealth Creation & Management
California
– -$1.66K -18 Closed
CTA
425
Colonial Trust Advisors
South Carolina
– -$1.19K -13 Closed
13 14 15 16
17