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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 %
IDA
76
Intelligence Driven Advisers
California
$8.55M -$2.19M -23,800 -20%
PAG
77
Private Advisor Group
New Jersey
$8.48M -$1.59M -17,273 -16%
MML Investors Services
78
MML Investors Services
Massachusetts
$8.45M +$897K +9,765 +12%
CAG
79
Csenge Advisory Group
Florida
$8.41M +$20.7K +225 +0.2%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$8.4M -$1.65M -17,991 -16%
IA
81
IFG Advisory
Georgia
$8.11M +$47.6K +518 +0.6%
VWA
82
Visionary Wealth Advisors
Illinois
$8.09M +$1.28M +13,965 +19%
DWM
83
Destination Wealth Management
California
$8.01M +$172K +1,869 +2%
RWIA
84
Roger Wittlin Investment Advisory
California
$7.73M +$1.57M +17,142 +26%
TCFP
85
Treasure Coast Financial Planning
Florida
$7.72M +$1.11M +12,103 +17%
FFS
86
Founders Financial Securities
Maryland
$7.66M -$1.87M -20,342 -20%
OPS
87
Orion Portfolio Solutions
Nebraska
$7.5M -$8M -87,054 -52%
BCI
88
Brinker Capital Investments
Pennsylvania
$7.5M -$8M -87,054 -52%
HHGA
89
Halbert Hargrove Global Advisors
California
$7.47M +$376K +4,088 +5%
AF
90
Allworth Financial
California
$7.37M -$299K -3,252 -4%
BIP
91
Bouvel Investment Partners
Pennsylvania
$7.13M -$233K -2,537 -3%
MWM
92
MinichMacGregor Wealth Management
New York
$6.93M +$286K +3,144 +4%
IWC
93
Integrated Wealth Concepts
Massachusetts
$6.92M +$322K +3,509 +5%
BCM
94
Brookstone Capital Management
Illinois
$6.5M +$1.16M +12,682 +22%
IA
95
Inspire Advisors
Idaho
$6.28M +$6.28M +68,351 New
LFGH
96
Lee Financial Group Hawaii
Hawaii
$6.02M +$46.5K +506 +0.8%
FIA
97
Foundations Investment Advisors
Arizona
$6.02M +$5.5M +59,918 +1,067%
MWM
98
MorganRosel Wealth Management
Colorado
$5.95M -$3.86K -42 -0.1%
PP
99
Pacifica Partners
Canada
$5.93M -$93.3K -1,020 -2%
MWM
100
Merriman Wealth Management
Washington
$5.92M -$39.9K -434 -0.7%
2 3
4
5 6