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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$21.7M +$3.99M +43,783 +23%
KLI
27
Kelman-Lazarov Inc
Tennessee
$20.6M +$1.08M +11,886 +6%
PIN
28
Prudent Investors Network
California
$20.4M +$954K +10,478 +5%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$20.2M -$7.18M -78,792 -26%
VIA
30
Vickerman Investment Advisors
Washington
$19.8M -$4.91M -53,895 -20%
ACI
31
Alpha Cubed Investments
California
$19.7M +$788K +8,649 +4%
GA
32
Goldstein Advisors
Wisconsin
$19.6M -$4.08M -44,769 -17%
FAM
33
Flaharty Asset Management
Florida
$19.6M +$393K +4,315 +2%
HI
34
Horizon Investments
North Carolina
$19.1M +$303K +3,349 +2%
YAL
35
Your Advocates Ltd
Texas
$18.3M -$6.68M -73,305 -27%
LPT
36
Legacy Private Trust
Wisconsin
$18.2M +$3.85M +42,285 +27%
FIM
37
Freedom Investment Management
Connecticut
$17.8M -$143K -1,575 -0.8%
SWP
38
Stratos Wealth Partners
Ohio
$16.9M +$1.04M +11,409 +7%
CW
39
CreativeOne Wealth
Kansas
$16.3M -$4.85M -53,269 -23%
JWBC
40
John W. Brooker & Co
California
$16M -$1.38M -15,097 -8%
AAS
41
Avantax Advisory Services
Texas
$15.7M +$1.58M +17,321 +11%
FWA
42
FSM Wealth Advisors
Ohio
$15.2M +$1.8M +19,715 +13%
CPCM
43
Cardinal Point Capital Management
Ontario, Canada
$15M -$182K -1,993 -1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$14.9M -$1.16M -12,688 -7%
VNA
45
Valley National Advisers
Pennsylvania
$14.6M +$73.1K +803 +0.5%
BRWA
46
B. Riley Wealth Advisors
Florida
$14M -$266K -2,916 -2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$13.6M +$88.6K +973 +0.7%
KAS
48
Kestra Advisory Services
Texas
$13.4M +$466K +5,118 +4%
GM
49
GeoWealth Management
Illinois
$13.1M +$763K +8,381 +6%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$12.9M -$521K -5,718 -4%
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