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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 %
FHA
426
First Horizon Advisors
Tennessee
$8.27K +$4.18K +45 +102%
FDCDDQ
427
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.14K – – –
BOJHT
428
Bank of Jackson Hole Trust
Wyoming
$7.99K – – –
CAWM
429
Capital A Wealth Management
Pennsylvania
$6.1K +$6.1K +66 New
EB
430
Eastern Bank
Massachusetts
$4.62K – – –
BCMLT
431
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.35K +$4.35K +47 New
SIS
432
Sound Income Strategies
Florida
$4.16K -$5.83K -63 -58%
ME
433
McIlrath & Eck
Washington
$4.16K – – –
PC
434
Promus Capital
Illinois
$3.61K – – –
MSWA
435
Marshall & Sterling Wealth Advisors
New York
$3.22K – – –
PGAM
436
Princeton Global Asset Management
New Jersey
$3.05K – – –
HC
437
Hurley Capital
New York
$2.68K +$2.68K +29 New
SWM
438
Spire Wealth Management
Virginia
$2.04K – – –
Russell Investments Group
439
Russell Investments Group
United Kingdom
$1.94K +$1.94K +21 New
BL
440
BFSG LLC
California
$1.9K – – –
TRCT
441
Tower Research Capital (TRC)
New York
$1.2K +$1.2K +13 New
CPBTD
442
Central Pacific Bank - Trust Division
Hawaii
$925 – – –
VCM
443
Versant Capital Management
Arizona
$740 – – –
PA
444
PSI Advisors
Florida
$740 – – –
CIAS
445
Capital Investment Advisory Services
North Carolina
$647 -$2.22K -24 -77%
KWM
446
Kiker Wealth Management
Georgia
$647 +$647 +7 New
FFA
447
Frazier Financial Advisors
Ohio
$303 – – –
VWM
448
Valley Wealth Managers
New Jersey
$78 – – –
IAA
449
Independent Advisor Alliance
North Carolina
– -$12.7M -140,493 Closed
MWP
450
Meriwether Wealth & Planning
Louisiana
– -$10.3M -114,000 Closed
16 17
18
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