BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$342M
2
LPL Financial
2
LPL Financial
California
$121M
3
SA
3
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
4
Wells Fargo
California
$143M
5
AWM
5
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$265M
4
VNA
4
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
51
FinTrust Capital Advisors
South Carolina
$13.6M +$747K +7,894 +6%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$13.4M +$728K +7,691 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$13.3M -$162K -1,716 -1%
BRWA
54
B. Riley Wealth Advisors
Florida
$12.7M -$1.78M -18,842 -12%
VC
55
Vicus Capital
Pennsylvania
$12.5M +$1.91M +20,155 +18%
Truist Financial
56
Truist Financial
North Carolina
$12.5M +$63.9K +675 +0.5%
KL
57
KWMG LLC
Kansas
$12.4M +$394K +4,164 +3%
APW
58
Acima Private Wealth
Virginia
$12.4M +$390K +4,125 +3%
SCM
59
Sheridan Capital Management
California
$12.3M +$6.15K +65 +0.1%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$12.3M -$35.6K -376 -0.3%
BIP
61
Bouvel Investment Partners
Pennsylvania
$11.7M +$185K +1,954 +2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$705K +7,447 +7%
SC
63
Steph & Co
Wisconsin
$11.5M +$793K +8,385 +7%
OCM
64
One Capital Management
California
$11.4M +$11.4M +120,978 New
BFG
65
Bleakley Financial Group
New Jersey
$11.3M -$775K -8,191 -6%
CA
66
Cornerstone Advisory
Maryland
$11.1M +$173K +1,833 +2%
SPL
67
Smart Portfolios LLC
Washington
$11M -$1.42M -15,017 -11%
SFS
68
Sowell Financial Services
Arkansas
$10.9M -$642K -6,789 -6%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$10.9M +$711K +7,515 +7%
FFS
70
Founders Financial Securities
Maryland
$10.8M +$2.75M +29,096 +34%
MHS
71
M Holdings Securities
Oregon
$10.7M +$990K +10,465 +10%
TCM
72
TD Capital Management
Tennessee
$10.5M +$66.5K +703 +0.6%
PAG
73
Private Advisor Group
New Jersey
$10.2M +$3.37M +35,617 +49%
MAM
74
Milestone Asset Management
Pennsylvania
$10.1M +$1.53M +16,145 +18%
CWM
75
Cornerstone Wealth Management
Missouri
$10.1M +$937K +9,909 +10%
1 2
3
4 5