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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.

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 %
IA
76
IFG Advisory
Georgia
$9.79M +$800K +8,457 +9%
HighTower Advisors
77
HighTower Advisors
Illinois
$9.75M +$5.9M +62,362 +153%
VNA
78
Valley National Advisers
Pennsylvania
$9.66M -$5.53M -58,404 -36%
GAG
79
GM Advisory Group
New York
$9.45M -$486K -5,134 -5%
DF
80
Dunhill Financial
United Kingdom
$9.38M -$101K -1,071 -1%
OPAM
81
Ocean Park Asset Management
California
$9.05M – – –
TCFP
82
Treasure Coast Financial Planning
Florida
$8.92M +$518K +5,474 +6%
DWM
83
Destination Wealth Management
California
$8.79M +$186K +1,962 +2%
DWM
84
Darwin Wealth Management
Florida
$8.58M +$8.58M +90,688 New
CA
85
Clearstead Advisors
Ohio
$8.53M +$445K +4,700 +6%
HI
86
Harbour Investments
Wisconsin
$8.46M +$2.55M +26,984 +43%
AF
87
Allworth Financial
California
$8.26M +$228K +2,407 +3%
VWA
88
Visionary Wealth Advisors
Illinois
$7.68M +$31.1K +329 +0.4%
IWC
89
Integrated Wealth Concepts
Massachusetts
$7.58M +$332K +3,509 +5%
IDA
90
Intelligence Driven Advisers
California
$7.55M -$144K -1,521 -2%
DP
91
Denver PWM
Colorado
$7.51M -$164K -1,733 -2%
HHGA
92
Halbert Hargrove Global Advisors
California
$7.21M -$84.4K -892 -1%
AF
93
Advisornet Financial
Minnesota
$7.12M +$2.08M +21,995 +41%
GAM
94
Gould Asset Management
California
$7.06M +$836K +8,837 +13%
RWIA
95
Roger Wittlin Investment Advisory
California
$7M +$789K +8,339 +13%
OPS
96
Orion Portfolio Solutions
Nebraska
$6.96M +$65.8K +696 +1%
BCI
97
Brinker Capital Investments
Pennsylvania
$6.96M +$65.8K +696 +1%
CAG
98
Csenge Advisory Group
Florida
$6.87M -$465K -4,999 -6%
BCM
99
Brookstone Capital Management
Illinois
$6.74M +$4.29M +45,369 +175%
MWM
100
MorganRosel Wealth Management
Colorado
$6.43M +$238K +2,519 +4%
2 3
4
5 6