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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
76
Smart Portfolios LLC
Washington
$10.3M -$193K -2,089 -2%
Truist Financial
77
Truist Financial
North Carolina
$10.2M +$4.74M +51,246 +87%
VNA
78
Valley National Advisers
Pennsylvania
$10.2M +$284K +3,073 +3%
TCM
79
TD Capital Management
Tennessee
$10M +$576K +6,226 +6%
IA
80
IFG Advisory
Georgia
$9.88M +$133K +1,438 +1%
FFA
81
Farther Finance Advisors
California
$9.48M +$6.69M +72,381 +239%
GAM
82
Gould Asset Management
California
$9.45M +$945K +10,217 +11%
GAG
83
GM Advisory Group
New York
$9.29M -$62.1K -672 -0.7%
HI
84
Harbour Investments
Wisconsin
$9.17M +$976K +10,559 +12%
Goldman Sachs
85
Goldman Sachs
New York
$9.12M +$9.12M +98,646 New
SC
86
Steph & Co
Wisconsin
$9.08M -$679K -7,342 -7%
MWM
87
MorganRosel Wealth Management
Colorado
$9.05M +$2.35M +25,429 +35%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$8.6M +$1.92M +20,770 +29%
DWM
89
Destination Wealth Management
California
$8.56M -$104K -1,130 -1%
PMWMG
90
Parr McKnight Wealth Management Group
Minnesota
$8.48M +$8.48M +91,701 New
WP
91
WealthShield Partners
North Carolina
$8.31M -$96K -1,038 -1%
JWBC
92
John W. Brooker & Co
California
$8.1M -$4.62M -49,979 -36%
FNC
93
First National Corp
Massachusetts
$8.09M +$561K +6,068 +7%
VWA
94
Visionary Wealth Advisors
Illinois
$7.98M +$228K +2,469 +3%
TCFP
95
Treasure Coast Financial Planning
Florida
$7.85M +$185K +2,001 +2%
AF
96
Allworth Financial
California
$7.84M -$419K -4,596 -5%
GWM
97
Geneos Wealth Management
Colorado
$7.54M +$4.16M +45,027 +123%
SWP
98
Sagespring Wealth Partners
Tennessee
$7.43M +$6.63M +71,687 +830%
IWC
99
Integrated Wealth Concepts
Massachusetts
$7.33M -$245K -2,648 -3%
HHGA
100
Halbert Hargrove Global Advisors
California
$7.29M +$248K +2,686 +4%
2 3
4
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