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PIMCO Active Bond Exchange-Traded Fund

454 hedge funds and large institutions have $4.28B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 202 increasing their positions, 142 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

42% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

2% more funds holding

Funds holding: 446454 (+8)

0.29% less ownership

Funds ownership: 78.06%77.77% (-0.29%)

36% less capital invested

Capital invested by funds: $6.66B → $4.28B (-$2.38B)

Holders
454
Holders Change
+8
Holders Change %
+1.79%
% of All Funds
6.09%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
49
Increased
202
Reduced
142
Closed
29
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$36.3M +$2.13M +23,278 +6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$33.1M +$3.22M +35,235 +11%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$32.6M -$550K -6,021 -2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$29.5M
HCM
30
Hudson Capital Management
New Jersey
$29.4M +$661K +7,238 +2%
BWS
31
Buck Wealth Strategies
Colorado
$29.1M +$28.7M +314,485 New
Stifel Financial
32
Stifel Financial
Missouri
$27.5M +$3.01M +32,966 +12%
FWA
33
FSM Wealth Advisors
Ohio
$27.3M +$5.92M +64,782 +28%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$25.4M +$11.1M +121,377 +79%
FAM
35
Flaharty Asset Management
Florida
$24.4M +$2.1M +23,037 +10%
SFS
36
Sowell Financial Services
Arkansas
$24.3M +$3.08M +33,694 +15%
AAS
37
Avantax Advisory Services
Texas
$24.3M +$4.45M +48,737 +23%
WA
38
Waverly Advisors
Alabama
$24.1M +$2.38M +26,090 +11%
SEP
39
Southland Equity Partners
Missouri
$23.7M -$4.47K -49 -0%
GA
40
Goldstein Advisors
Wisconsin
$23M +$37.9K +415 +0.2%
KLI
41
Kelman-Lazarov Inc
Tennessee
$22.8M +$1.04M +11,385 +5%
LPT
42
Legacy Private Trust
Wisconsin
$22.6M +$1.19M +13,051 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$22.5M +$1.63M +17,900 +8%
CIA
44
Christian Investment Advisors
Texas
$21.1M +$490K +5,363 +2%
GM
45
GeoWealth Management
Illinois
$21M +$7.07M +77,479 +52%
YAL
46
Your Advocates Ltd
Texas
$20.4M +$581K +6,362 +3%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$19.5M +$7.18M +78,627 +60%
HI
48
Horizon Investments
North Carolina
$19.1M -$2.69M -29,494 -12%
SI
49
SimpliFi Inc
California
$19M +$18.7M +205,032 New
NG
50
Novem Group
New York
$17.7M +$1.7M +18,624 +11%

BOND Hedge Fund Activity: Q1 2025 in Review

454 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2025, worth a combined $4.28B — down 36% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BOND positions and 29 closed out — a net gain of 20 holders — while 202 added to existing stakes and 142 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.1M. The largest seller was Essential Planning, cutting an estimated $169M.

  • 454 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2025, up from 446 in Q4 2024.
  • Funds reported $4.28B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2025, down 36% quarter-over-quarter.
  • 49 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2025 and 29 closed out, a net change of +20 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2025 was Envestnet Asset Management, an estimated $76.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2025 was Essential Planning, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2025.