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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$12.5M +$4.12M +45,253 +49%
FCA
52
FinTrust Capital Advisors
South Carolina
$12.4M +$1.87M +20,535 +18%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$12.2M +$1.78M +19,598 +17%
Truist Financial
54
Truist Financial
North Carolina
$12M +$58.6K +643 +0.5%
SPL
55
Smart Portfolios LLC
Washington
$11.9M +$413K +4,539 +4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$11.8M -$4.53M -49,688 -28%
SCM
57
Sheridan Capital Management
California
$11.7M -$336K -3,730 -3%
SW
58
Simplicity Wealth
New Jersey
$11.6M +$603K +6,622 +5%
BFG
59
Bleakley Financial Group
New Jersey
$11.6M +$603K +6,622 +5%
APW
60
Acima Private Wealth
Virginia
$11.5M +$143K +1,569 +1%
KL
61
KWMG LLC
Kansas
$11.5M +$674K +7,398 +6%
SFS
62
Sowell Financial Services
Arkansas
$11.1M +$195K +2,144 +2%
BIP
63
Bouvel Investment Partners
Pennsylvania
$11.1M +$4.03M +44,197 +57%
VFPI
64
Vantage Financial Partners (Illinois)
Illinois
$11M +$567K +6,228 +5%
PFG
65
PAX Financial Group
Texas
$10.8M +$2.06M +22,641 +24%
CA
66
Cornerstone Advisory
Maryland
$10.5M +$1.44M +15,860 +16%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$4.91M +53,951 +89%
SC
68
Steph & Co
Wisconsin
$10.3M +$1.05M +11,519 +11%
RA
69
Regis Acquisition
Colorado
$10.2M -$786K -8,629 -7%
VC
70
Vicus Capital
Pennsylvania
$10.2M -$677K -7,431 -6%
TCM
71
TD Capital Management
Tennessee
$10.1M -$472K -5,185 -4%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$9.77M +$837K +9,186 +9%
GAG
73
GM Advisory Group
New York
$9.57M -$337K -3,700 -3%
MHS
74
M Holdings Securities
Oregon
$9.33M +$712K +7,819 +8%
DF
75
Dunhill Financial
United Kingdom
$9.12M +$3.67M +40,300 +67%
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3
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