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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$36.3M +$2.15M +23,278 +6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$33.1M +$3.26M +35,235 +11%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$32.6M -$557K -6,021 -2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$29.5M – – –
HCM
30
Hudson Capital Management
New Jersey
$29.4M +$669K +7,238 +2%
BWS
31
Buck Wealth Strategies
Colorado
$29.1M +$29.1M +314,485 New
Stifel Financial
32
Stifel Financial
Missouri
$27.5M +$3.05M +32,966 +12%
FWA
33
FSM Wealth Advisors
Ohio
$27.3M +$5.99M +64,782 +28%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$25.4M +$11.2M +121,377 +79%
FAM
35
Flaharty Asset Management
Florida
$24.4M +$2.13M +23,037 +10%
SFS
36
Sowell Financial Services
Arkansas
$24.3M +$3.12M +33,694 +15%
AAS
37
Avantax Advisory Services
Texas
$24.3M +$4.51M +48,737 +23%
WA
38
Waverly Advisors
Alabama
$24.1M +$2.41M +26,090 +11%
SEP
39
Southland Equity Partners
Missouri
$23.7M -$4.53K -49 -0%
GA
40
Goldstein Advisors
Wisconsin
$23M +$38.4K +415 +0.2%
KLI
41
Kelman-Lazarov Inc
Tennessee
$22.8M +$1.05M +11,385 +5%
LPT
42
Legacy Private Trust
Wisconsin
$22.6M +$1.21M +13,051 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$22.5M +$1.66M +17,900 +8%
CIA
44
Christian Investment Advisors
Texas
$21.1M +$498K +5,363 +2%
GM
45
GeoWealth Management
Illinois
$21M +$7.16M +77,479 +52%
YAL
46
Your Advocates Ltd
Texas
$20.4M +$588K +6,362 +3%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$19.5M +$7.27M +78,627 +60%
HI
48
Horizon Investments
North Carolina
$19.1M -$2.7M -29,494 -12%
SI
49
SimpliFi Inc
California
$19M +$19M +205,032 New
NG
50
Novem Group
New York
$17.7M +$1.72M +18,624 +11%
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