BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$21.1M -$15.6M -169,903 -43%
RA
27
RFG Advisory
Alabama
$20.5M -$6.38M -68,995 -24%
FS
28
Ferguson Shapiro
Georgia
$20.4M -$24.9M -269,026 -55%
GA
29
Goldstein Advisors
Wisconsin
$20.2M +$405K +4,376 +2%
SEP
30
Southland Equity Partners
Missouri
$19.9M +$943K +10,201 +5%
FIM
31
Freedom Investment Management
Connecticut
$19.3M +$19.3M +208,982 New
KLI
32
Kelman-Lazarov Inc
Tennessee
$18.7M +$671K +7,254 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$17.5M +$1.71M +18,459 +11%
JWBC
34
John W. Brooker & Co
California
$17.4M -$80.1K -866 -0.5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$16.9M +$26.3K +285 +0.2%
ACI
36
Alpha Cubed Investments
California
$16.3M +$16.1M +174,430 +7,558%
Stifel Financial
37
Stifel Financial
Missouri
$15.9M -$717K -7,758 -4%
OPS
38
Orion Portfolio Solutions
Nebraska
$15.5M -$54M -587,524 -78%
BCI
39
Brinker Capital Investments
Pennsylvania
$15.5M -$54M -587,524 -78%
CPCM
40
Cardinal Point Capital Management
Ontario, Canada
$15.5M +$1.25M +13,516 +9%
NA
41
NewEdge Advisors
Louisiana
$15.4M +$14M +151,310 +1,015%
GAG
42
GM Advisory Group
New York
$15.1M +$4.35M +47,096 +40%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$1.51M +16,295 +11%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$14.1M -$13.3M -143,937 -49%
VNA
45
Valley National Advisers
Pennsylvania
$13.4M +$220K +2,382 +2%
SWP
46
Stratos Wealth Partners
Ohio
$13M +$869K +9,395 +7%
SFS
47
Sowell Financial Services
Arkansas
$13M +$2.21M +23,851 +21%
SCM
48
Sheridan Capital Management
California
$12.5M +$12.5M +135,392 New
APW
49
Acima Private Wealth
Virginia
$11.4M +$11.4M +123,486 New
Truist Financial
50
Truist Financial
North Carolina
$11.4M +$11.2M +120,854 +4,730%
1
2
3 4 5