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 %
IA
76
IFG Advisory
Georgia
$8.11M +$8.11M +87,762 New
DWM
77
Destination Wealth Management
California
$7.89M +$309K +3,342 +4%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$7.75M +$1.99M +21,478 +34%
AF
79
Allworth Financial
California
$7.71M -$585K -6,325 -7%
MML Investors Services
80
MML Investors Services
Massachusetts
$7.6M -$7.49M -80,993 -50%
BIP
81
Bouvel Investment Partners
Pennsylvania
$7.41M -$28.3K -306 -0.4%
HHGA
82
Halbert Hargrove Global Advisors
California
$7.14M +$351K +3,797 +5%
DP
83
Denver PWM
Colorado
$7.03M -$703K -7,658 -9%
VWA
84
Visionary Wealth Advisors
Illinois
$6.85M -$862K -9,322 -11%
PFG
85
PAX Financial Group
Texas
$6.81M +$3.89M +42,627 +133%
MWM
86
MinichMacGregor Wealth Management
New York
$6.76M -$16.4K -177 -0.2%
TCFP
87
Treasure Coast Financial Planning
Florida
$6.65M -$7.05M -76,264 -51%
IWC
88
Integrated Wealth Concepts
Massachusetts
$6.64M +$3.34M +36,155 +101%
CA
89
Cornerstone Advisory
Maryland
$6.62M +$700K +7,571 +12%
RWIA
90
Roger Wittlin Investment Advisory
California
$6.19M +$665K +7,191 +12%
LFGH
91
Lee Financial Group Hawaii
Hawaii
$6.02M +$21.9K +237 +0.4%
MWM
92
Merriman Wealth Management
Washington
$6M +$6M +64,826 New
MWM
93
MorganRosel Wealth Management
Colorado
$5.99M +$1.89M +20,452 +46%
PP
94
Pacifica Partners
Canada
$5.94M +$227K +2,512 +4%
CG
95
CFO4Life Group
Texas
$5.81M +$5.81M +62,835 New
FFA
96
Fragasso Financial Advisors
Pennsylvania
$5.68M +$2.12M +22,882 +59%
NSB
97
Norway Savings Bank
Maine
$5.61M -$113K -1,217 -2%
SPL
98
Smart Portfolios LLC
Washington
$5.58M +$57.8K +638 +1%
LWMNY
99
Landmark Wealth Management (New York)
New York
$5.53M +$212K +2,298 +4%
ACM
100
Avalon Capital Management
California
$5.52M +$5.52M +59,682 New
2 3
4
5 6