BOND icon

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 %
CMA
401
Cedar Mountain Advisors
Oregon
$52.5K +$647 +7 +1%
GSWM
402
Golden State Wealth Management
California
$48.3K -$612K -6,610 -93%
SFC
403
SYM Financial Corp
Indiana
$46.9K +$2.31K +25 +5%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$46.2K – – –
SW
405
SVB Wealth
Massachusetts
$39.4K +$39.4K +426 New
Allianz Asset Management
406
Allianz Asset Management
Germany
$32.2K +$555 +6 +2%
IBOK
407
Independence Bank of Kentucky
Kentucky
$32K – – –
MHR
408
Matthew Hamilton Rosenberg
$27.3K – – –
BWL
409
Bogart Wealth LLC
Virginia
$25.5K – – –
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$24.9K +$185 +2 +0.7%
Q1WB
411
Quest 10 Wealth Builders
Virginia
$24K – – –
Franklin Resources
412
Franklin Resources
California
$23.1K – – –
MEG
413
Millstone Evans Group
Colorado
$22.7K – – –
CIA
414
Cape Investment Advisory
Georgia
$22.2K – – –
T
415
Transce3nd
Texas
$21.6K -$6.57K -71 -23%
FCT
416
First Community Trust
Iowa
$20.4K – – –
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$20.3K -$88K -952 -81%
FGAM
418
Financial Gravity Asset Management
Texas
$19.5K +$19.5K +211 New
PSFG
419
Park Square Financial Group
Georgia
$18.5K – – –
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$17.9K -$5.98K -66 -25%
KGP
421
Keystone Global Partners
Colorado
$17.8K +$17.8K +192 New
CA
422
CoreCap Advisors
Michigan
$16.6K +$10.4K +113 +171%
MFC
423
Morris Financial Concepts
South Carolina
$13.9K +$13.9K +151 New
ACA
424
Aptus Capital Advisors
Alabama
$12.9K -$160K -1,727 -93%
MWM
425
Mascoma Wealth Management
New Hampshire
$12.6K -$25.5K -276 -67%
15 16
17
18 19