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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 %
PP
101
Pacifica Partners
Canada
$6.19M +$222K +2,350 +4%
WP
102
WealthShield Partners
North Carolina
$6.16M +$4.55M +48,043 +282%
WA
103
Waverly Advisors
Alabama
$6.15M +$389K +4,110 +7%
MGIA
104
Moneta Group Investment Advisors
Missouri
$5.9M +$879K +9,289 +18%
SSC
105
Syverson Strege & Co
Iowa
$5.89M -$51.4K -543 -0.9%
NFG
106
Nations Financial Group
Iowa
$5.84M +$483K +5,103 +9%
MWM
107
Merriman Wealth Management
Washington
$5.72M -$424K -4,485 -7%
ECA
108
Elevated Capital Advisors
Utah
$5.53M +$5.53M +58,465 New
Mariner
109
Mariner
Kansas
$5.39M +$3.12M +32,972 +137%
AWS
110
Atria Wealth Solutions
New York
$5.34M +$154K +1,626 +3%
HW
111
Hamilton Wealth
California
$5.22M +$692K +7,315 +15%
B
112
Bailard
California
$5.17M – – –
RPGK
113
Retirement Planning Group (Kansas)
Kansas
$5.03M -$610K -6,443 -11%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$4.95M +$260K +2,737 +6%
CWM
115
CarsonAllaria Wealth Management
Illinois
$4.94M +$202K +2,134 +4%
FNC
116
First National Corp
Massachusetts
$4.87M +$147K +1,559 +3%
TIM
117
Total Investment Management
Arizona
$4.67M +$78.7K +832 +2%
CWM
118
Connecticut Wealth Management
Connecticut
$4.43M +$82.3K +870 +2%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$4.39M +$48.8K +516 +1%
DADC
120
D.A. Davidson & Co
Montana
$4.36M -$34.9K -369 -0.8%
ACP
121
Aviance Capital Partners
Florida
$4.33M -$231K -2,446 -5%
DSCM
122
Del-Sette Capital Management
New York
$4.2M -$36.2K -383 -0.9%
EP
123
Essential Planning
New Hampshire
$4.13M +$338K +3,574 +9%
CPA
124
Capital Planning Advisors
California
$4.05M +$275K +2,909 +7%
ASI
125
Advisory Services & Investments
Oregon
$4.03M +$120K +1,265 +3%
3 4
5
6 7