BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
51
FSM Wealth Advisors
Ohio
$11.4M +$2.61M +28,228 +30%
AAS
52
Avantax Advisory Services
Texas
$11.1M +$6.23M +67,426 +128%
IDA
53
Intelligence Driven Advisers
California
$10.8M +$6.24M +67,475 +136%
SS
54
Simplicity Solutions
Minnesota
$10.6M +$147K +1,590 +1%
BFG
55
Bleakley Financial Group
New Jersey
$10.6M +$144K +1,560 +1%
KL
56
KWMG LLC
Kansas
$10.5M +$172K +1,863 +2%
LPT
57
Legacy Private Trust
Wisconsin
$10.5M +$10.5M +113,567 New
VC
58
Vicus Capital
Pennsylvania
$10.5M +$629K +6,799 +6%
TCM
59
TD Capital Management
Tennessee
$10.5M +$1.76M +19,031 +20%
CW
60
CreativeOne Wealth
Kansas
$10.4M +$3.86M +41,744 +59%
KAS
61
Kestra Advisory Services
Texas
$10.2M +$2.64M +28,517 +35%
PAG
62
Private Advisor Group
New Jersey
$10.1M +$4.89M +52,897 +93%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$10.1M +$5.94M +64,255 +142%
RA
64
Regis Acquisition
Colorado
$9.81M -$3.93M -42,497 -29%
EGWAG
65
Elwood & Goetz Wealth Advisory Group
Georgia
$9.8M +$1.2M +13,028 +14%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$9.64M +$1.76M +19,022 +22%
FFS
67
Founders Financial Securities
Maryland
$9.59M +$629K +6,799 +7%
GM
68
GeoWealth Management
Illinois
$9.35M -$3.44M -37,244 -27%
BRWA
69
B. Riley Wealth Advisors
Florida
$9.32M -$5.22M -56,262 -36%
FCA
70
FinTrust Capital Advisors
South Carolina
$9.22M +$2.44M +26,375 +36%
SC
71
Steph & Co
Wisconsin
$8.87M +$2.62M +28,296 +42%
CWM
72
Cornerstone Wealth Management
Missouri
$8.77M -$340K -3,674 -4%
MHS
73
M Holdings Securities
Oregon
$8.45M +$69.8K +755 +0.8%
CAG
74
Csenge Advisory Group
Florida
$8.44M -$196K -2,117 -2%
VFPI
75
Vantage Financial Partners (Illinois)
Illinois
$8.27M +$8.27M +89,501 New
1 2
3
4 5