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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$342M
2
LPL Financial
2
LPL Financial
California
$121M
3
SA
3
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
4
Wells Fargo
California
$143M
5
AWM
5
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$265M
4
VNA
4
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$31M 327,244 +64,227 +24%
HCM
27
Hudson Capital Management
New Jersey
$28.8M 304,114 +3,098 +1%
KOC
28
Koss-Olinger Consulting
Florida
$24.4M 257,889 -4,760 -2%
SEP
29
Southland Equity Partners
Missouri
$24.4M 257,484 +9,260 +4%
Stifel Financial
30
Stifel Financial
Missouri
$24.1M 254,670 +16,899 +7%
VIA
31
Vickerman Investment Advisors
Washington
$23.1M 244,554 +26,995 +12%
HI
32
Horizon Investments
North Carolina
$22.8M 242,599 +30,920 +15%
KLI
33
Kelman-Lazarov Inc
Tennessee
$21.8M 230,649 +4,931 +2%
GA
34
Goldstein Advisors
Wisconsin
$21.3M 225,362 +10,405 +5%
FAM
35
Flaharty Asset Management
Florida
$20.9M 220,467 +5,702 +3%
LPT
36
Legacy Private Trust
Wisconsin
$20.1M 212,636 +12,403 +6%
ACI
37
Alpha Cubed Investments
California
$19.9M 210,615 -5,637 -3%
YAL
38
Your Advocates Ltd
Texas
$19M 200,427 -2 -0%
AAS
39
Avantax Advisory Services
Texas
$18.9M 199,526 +27,121 +16%
FIM
40
Freedom Investment Management
Connecticut
$18.6M 196,868 +980 +0.5%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$18.4M 194,586 -26,718 -12%
FWA
42
FSM Wealth Advisors
Ohio
$18.3M 193,882 +26,570 +16%
SWP
43
Stratos Wealth Partners
Ohio
$17.6M 185,642 -316 -0.2%
KAS
44
Kestra Advisory Services
Texas
$17.2M 181,814 +34,458 +23%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$16.5M 174,881 +11,763 +7%
JWBC
46
John W. Brooker & Co
California
$16.2M 171,394 -4,545 -3%
MML Investors Services
47
MML Investors Services
Massachusetts
$14.6M 154,443 +17,222 +13%
GM
48
GeoWealth Management
Illinois
$14.2M 150,105 +5,976 +4%
PFG
49
PAX Financial Group
Texas
$14.1M 149,146 +30,823 +26%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$14.1M 149,111 -331 -0.2%
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