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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$36.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
4
Wells Fargo
California
$97.7M
5
CIA
5
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$94.3M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
51
FSM Wealth Advisors
Ohio
$13.6M +$2.24M +24,415 +20%
KAS
52
Kestra Advisory Services
Texas
$13.1M +$2.94M +31,980 +29%
GM
53
GeoWealth Management
Illinois
$12.5M +$3.17M +34,539 +34%
SCM
54
Sheridan Capital Management
California
$12.3M -$187K -2,036 -2%
Truist Financial
55
Truist Financial
North Carolina
$12M +$659K +7,171 +6%
SPL
56
Smart Portfolios LLC
Washington
$11.6M +$5.97M +64,997 +106%
APW
57
Acima Private Wealth
Virginia
$11.5M +$153K +1,665 +1%
RA
58
Regis Acquisition
Colorado
$11.1M +$1.38M +14,975 +14%
BFG
59
Bleakley Financial Group
New Jersey
$11.1M +$509K +5,542 +5%
SW
60
Simplicity Wealth
New Jersey
$11.1M +$11.1M +120,647 New
SFS
61
Sowell Financial Services
Arkansas
$11M -$1.84M -20,050 -14%
KL
62
KWMG LLC
Kansas
$11M +$500K +5,440 +5%
VC
63
Vicus Capital
Pennsylvania
$10.9M +$551K +6,002 +5%
FS
64
Ferguson Shapiro
Georgia
$10.7M -$9.58M -104,260 -47%
TCM
65
TD Capital Management
Tennessee
$10.6M +$238K +2,595 +2%
FCA
66
FinTrust Capital Advisors
South Carolina
$10.6M +$1.44M +15,702 +16%
VFPI
67
Vantage Financial Partners (Illinois)
Illinois
$10.5M +$2.3M +25,006 +28%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$10.5M +$922K +10,042 +10%
GAG
69
GM Advisory Group
New York
$9.99M -$5.05M -54,962 -34%
SC
70
Steph & Co
Wisconsin
$9.31M +$502K +5,460 +6%
CA
71
Cornerstone Advisory
Maryland
$9.11M +$2.53M +27,549 +38%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$9.01M +$1.31M +14,232 +17%
PFG
73
PAX Financial Group
Texas
$8.79M +$1.94M +21,083 +28%
MHS
74
M Holdings Securities
Oregon
$8.69M +$292K +3,177 +3%
CWM
75
Cornerstone Wealth Management
Missouri
$8.62M -$91.7K -998 -1%
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