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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

439 hedge funds and large institutions have $6.65B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+28
Holders Change %
+6.81%
% of All Funds
5.85%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
69
Increased
188
Reduced
124
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$174M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.73B
3
KOC
3
Koss-Olinger Consulting
Florida
$60.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$289M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$32.4M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$482K
2
TA
2
Tectonic Advisors
Texas
$147M
3
OCM
3
One Capital Management
California
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$34.1M +$4.22M +46,703 +14%
SA
27
Sanctuary Advisors
Indiana
$33.8M +$2.11M +23,180 +7%
SC
28
Scotia Capital
Ontario, Canada
$33.5M -$1.82M -20,083 -5%
KAS
29
Kestra Advisory Services
Texas
$33.4M +$17M +187,567 +103%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$32.4M +$32.4M +358,746 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$29.5M -$484K -5,278 -2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$29.2M +$11.6M +128,433 +66%
HCM
33
Hudson Capital Management
New Jersey
$28.1M +$613K +6,777 +2%
Stifel Financial
34
Stifel Financial
Missouri
$23.9M +$871K +9,637 +4%
SEP
35
Southland Equity Partners
Missouri
$23.2M -$77K -852 -0.3%
GA
36
Goldstein Advisors
Wisconsin
$22.4M +$2.06M +22,826 +10%
FAM
37
Flaharty Asset Management
Florida
$21.8M +$1.88M +20,768 +9%
VIA
38
Vickerman Investment Advisors
Washington
$21.6M -$492K -5,436 -2%
HI
39
Horizon Investments
North Carolina
$21.4M -$426K -4,736 -2%
KLI
40
Kelman-Lazarov Inc
Tennessee
$21.2M +$387K +4,281 +2%
WA
41
Waverly Advisors
Alabama
$21.2M +$15.3M +169,730 +261%
LPT
42
Legacy Private Trust
Wisconsin
$20.9M +$1.72M +19,033 +9%
FWA
43
FSM Wealth Advisors
Ohio
$20.8M +$3.28M +36,298 +19%
SFS
44
Sowell Financial Services
Arkansas
$20.8M +$10.3M +114,037 +99%
HighTower Advisors
45
HighTower Advisors
Illinois
$20.4M +$11M +122,071 +118%
CIA
46
Christian Investment Advisors
Texas
$20M +$20M +221,662 New
AAS
47
Avantax Advisory Services
Texas
$19.4M +$1.33M +14,695 +7%
YAL
48
Your Advocates Ltd
Texas
$19.3M +$1.22M +13,470 +7%
ACI
49
Alpha Cubed Investments
California
$17.1M -$1.95M -21,569 -10%
FIM
50
Freedom Investment Management
Connecticut
$17M -$809K -8,945 -5%
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