BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$342M
2
LPL Financial
LPL Financial
California
$121M
3
SA
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
Wells Fargo
California
$143M
5
AWM
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$265M
4
VNA
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
Dynamic Advisor Solutions
Arizona
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
401
McIlrath & Eck
Washington
$4.26K – – –
FHA
402
First Horizon Advisors
Tennessee
$4.19K +$95 +1 +2%
WWP
403
WR Wealth Planners
Missouri
$4.07K +$4.07K +43 New
PGAM
404
Princeton Global Asset Management
New Jersey
$3.12K +$3.12K +33 New
SWM
405
Spire Wealth Management
Virginia
$2.04K +$93 +1 +5%
OLVIG
406
Oliver Lagore Vanvalin Investment Group
Michigan
$1.04K – – –
CPBTD
407
Central Pacific Bank - Trust Division
Hawaii
$946 – – –
PA
408
PSI Advisors
Florida
$757 – – –
VCM
409
Versant Capital Management
Arizona
$757 – – –
FFA
410
Frazier Financial Advisors
Ohio
$705 – – –
AssetMark Inc
411
AssetMark Inc
California
$473 +$95 +1 +25%
Fidelity Investments
412
Fidelity Investments
Massachusetts
$189 +$95 +1 +100%
VWM
413
Valley Wealth Managers
New Jersey
$77 +$77 +1 New
SW
414
Simplicity Wealth
New Jersey
– -$11.6M -127,269 Closed
EFS
415
Econ Financial Services
Pennsylvania
– -$2.4M -26,373 Closed
FTUS
416
Flow Traders U.S.
New York
– -$1.19M -13,077 Closed
SCA
417
Snowden Capital Advisors
New York
– -$598K -6,569 Closed
OFS
418
OneAscent Financial Services
Alabama
– -$501K -5,504 Closed
VFIC
419
Valley Forge Investment Consultants
Pennsylvania
– -$370K -4,061 Closed
MWM
420
Maripau Wealth Management
Indiana
– -$290K -3,182 Closed
LWMNY
421
Landmark Wealth Management (New York)
New York
– -$219K -2,405 Closed
FHC
422
First Heartland Consultants
Missouri
– -$212 -2,328 Closed
FF
423
Farrell Financial
New York
– -$211K -2,313 Closed
EC
424
EdgeRock Capital
Colorado
– -$104K -1,143 Closed
LFA
425
LGT Financial Advisors
Texas
– -$37.4K -411 Closed
14 15 16
17
18