BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$36.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
4
Wells Fargo
California
$97.7M
5
CIA
5
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$94.3M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Goldstein Advisors
Wisconsin
$23.9M +$3.77M +41,068 +19%
SEP
27
Southland Equity Partners
Missouri
$22.7M +$2.94M +32,041 +15%
NA
28
NewEdge Advisors
Louisiana
$22.6M +$7.34M +79,863 +48%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$22.1M +$20.3M +220,789 +1,143%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$21.4M +$4.05M +44,055 +23%
WWA
31
WCG Wealth Advisors
Nevada
$21.3M -$1.24M -13,485 -5%
CW
32
CreativeOne Wealth
Kansas
$21.3M +$11M +119,234 +106%
KLI
33
Kelman-Lazarov Inc
Tennessee
$19.6M +$1.03M +11,196 +6%
PIN
34
Prudent Investors Network
California
$19.6M +$19.6M +213,338 New
FAM
35
Flaharty Asset Management
Florida
$19.3M -$2.23M -24,258 -10%
ACI
36
Alpha Cubed Investments
California
$19.1M +$2.84M +30,865 +17%
HI
37
Horizon Investments
North Carolina
$19M -$1.9M -20,833 -9%
FIM
38
Freedom Investment Management
Connecticut
$18.1M -$1.06M -11,519 -6%
Stifel Financial
39
Stifel Financial
Missouri
$17.8M +$1.97M +21,471 +12%
JWBC
40
John W. Brooker & Co
California
$17.5M +$243K +2,646 +1%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$16.5M -$11.1M -120,336 -40%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$16.2M -$635K -6,908 -4%
SWP
43
Stratos Wealth Partners
Ohio
$16M +$3.11M +33,807 +24%
CPCM
44
Cardinal Point Capital Management
Ontario, Canada
$15.4M +$42.6K +464 +0.3%
VNA
45
Valley National Advisers
Pennsylvania
$14.7M +$1.31M +14,234 +10%
LPT
46
Legacy Private Trust
Wisconsin
$14.5M +$4.08M +44,381 +39%
AAS
47
Avantax Advisory Services
Texas
$14.2M +$3.2M +34,835 +29%
BRWA
48
B. Riley Wealth Advisors
Florida
$13.8M +$4.95M +56,262 +56%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$13.6M -$345K -3,759 -2%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$1.26M -13,679 -8%
1
2
3 4 5