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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.

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 %
CWM
76
Cornerstone Wealth Management
Missouri
$8.78M +$236K +2,592 +3%
OPAM
77
Ocean Park Asset Management
California
$8.72M +$8.72M +95,700 New
AWM
78
AE Wealth Management
Kansas
$8.68M +$5.19M +57,008 +149%
IA
79
IFG Advisory
Georgia
$8.65M +$611K +6,711 +8%
DWM
80
Destination Wealth Management
California
$8.28M +$335K +3,677 +4%
MAM
81
Milestone Asset Management
Pennsylvania
$8.23M +$8.23M +90,371 New
TCFP
82
Treasure Coast Financial Planning
Florida
$8.09M +$435K +4,776 +6%
AF
83
Allworth Financial
California
$7.8M +$436K +4,746 +6%
CA
84
Clearstead Advisors
Ohio
$7.78M +$7.56M +83,022 +3,428%
FFS
85
Founders Financial Securities
Maryland
$7.74M +$144K +1,584 +2%
IDA
86
Intelligence Driven Advisers
California
$7.4M -$1.08M -11,815 -13%
DP
87
Denver PWM
Colorado
$7.39M +$7.39M +81,090 New
VWA
88
Visionary Wealth Advisors
Illinois
$7.37M -$654K -7,182 -8%
CAG
89
Csenge Advisory Group
Florida
$7.18M -$1.16M -12,704 -14%
HHGA
90
Halbert Hargrove Global Advisors
California
$7.02M -$386K -4,240 -5%
IWC
91
Integrated Wealth Concepts
Massachusetts
$6.98M +$111K +1,221 +2%
OPS
92
Orion Portfolio Solutions
Nebraska
$6.64M -$794K -8,715 -11%
BCI
93
Brinker Capital Investments
Pennsylvania
$6.64M -$794K -8,715 -11%
PAG
94
Private Advisor Group
New Jersey
$6.58M -$1.83M -20,047 -22%
GAM
95
Gould Asset Management
California
$5.99M +$286K +3,145 +5%
RWIA
96
Roger Wittlin Investment Advisory
California
$5.98M -$1.68M -18,476 -22%
MWM
97
MorganRosel Wealth Management
Colorado
$5.96M +$68.3K +750 +1%
MWM
98
Merriman Wealth Management
Washington
$5.92M +$50.8K +558 +0.9%
PP
99
Pacifica Partners
Canada
$5.74M -$155K -1,705 -3%
SSC
100
Syverson Strege & Co
Iowa
$5.72M +$2.22M +24,321 +63%
2 3
4
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