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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 %
LWMNY
101
Landmark Wealth Management (New York)
New York
$5.75M +$260K +2,833 +5%
GAM
102
Gould Asset Management
California
$5.75M +$371K +4,038 +7%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$5.56M +$1.12M +12,223 +25%
NSB
104
Norway Savings Bank
Maine
$5.51M -$62.9K -685 -1%
DF
105
Dunhill Financial
United Kingdom
$5.49M +$4.96M +54,178 +939%
FFA
106
Fragasso Financial Advisors
Pennsylvania
$5M -$646K -7,027 -11%
SRC
107
Sage Rhino Capital
California
$4.95M +$253K +2,750 +5%
NFG
108
Nations Financial Group
Iowa
$4.93M +$150K +1,635 +3%
MGIA
109
Moneta Group Investment Advisors
Missouri
$4.66M +$465K +5,057 +11%
TIM
110
Total Investment Management
Arizona
$4.64M +$473K +5,144 +11%
HW
111
Hamilton Wealth
California
$4.57M -$223K -2,426 -5%
EGWAG
112
Elwood & Goetz Wealth Advisory Group
Georgia
$4.54M -$5.2M -56,624 -53%
ACP
113
Aviance Capital Partners
Florida
$4.45M +$71.8K +782 +2%
HI
114
Harbour Investments
Wisconsin
$4.39M +$1.08M +11,772 +33%
CWM
115
CarsonAllaria Wealth Management
Illinois
$4.32M -$433K -4,716 -9%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$4.15M +$525K +5,712 +14%
DADC
117
D.A. Davidson & Co
Montana
$4.15M +$377K +4,104 +10%
SA
118
Strategic Advisors
New York
$4.13M +$4.13M +44,992 New
ASI
119
Advisory Services & Investments
Oregon
$4.11M -$873K -9,504 -18%
WA
120
Waverly Advisors
Alabama
$3.99M +$3.99M +43,401 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$3.95M -$134K -1,463 -3%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$3.91M -$389K -4,237 -9%
DOA
123
D'Orazio & Associates
Virginia
$3.82M -$890K -9,686 -19%
DSCM
124
Del-Sette Capital Management
New York
$3.79M +$75.9K +826 +2%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$3.74M +$3.74M +40,693 New
3 4
5
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