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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

439 hedge funds and large institutions have $6.65B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+28
Holders Change %
+6.81%
% of All Funds
5.85%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
69
Increased
188
Reduced
124
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$174M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.73B
3
KOC
3
Koss-Olinger Consulting
Florida
$60.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$289M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$32.4M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$482K
2
TA
2
Tectonic Advisors
Texas
$147M
3
OCM
3
One Capital Management
California
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Connecticut Wealth Management
Connecticut
$6.6M +$2.37M +26,164 +56%
MWM
102
MorganRosel Wealth Management
Colorado
$6.55M +$406K +4,486 +7%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$6.53M -$4.5M -49,729 -41%
DP
104
Denver PWM
Colorado
$6.5M -$671K -7,421 -9%
LCM
105
Leisure Capital Management
California
$6.49M +$6.1M +67,413 +1,553%
MGIA
106
Moneta Group Investment Advisors
Missouri
$6.12M +$484K +5,352 +9%
NFG
107
Nations Financial Group
Iowa
$5.86M +$279K +3,090 +5%
SSC
108
Syverson Strege & Co
Iowa
$5.85M +$220K +2,434 +4%
PP
109
Pacifica Partners
Canada
$5.8M -$120K -1,326 -2%
KW
110
Keyvantage Wealth
Pennsylvania
$5.61M +$5.61M +62,059 New
ECA
111
Elevated Capital Advisors
Utah
$5.43M +$139K +1,541 +3%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5.37M +$647K +7,156 +14%
Truist Financial
113
Truist Financial
North Carolina
$5.36M -$6.57M -72,659 -55%
DADC
114
D.A. Davidson & Co
Montana
$5.22M +$1.05M +11,643 +25%
CWM
115
CarsonAllaria Wealth Management
Illinois
$5M +$283K +3,135 +6%
TIM
116
Total Investment Management
Arizona
$4.98M +$509K +5,631 +11%
P
117
&Partners
Tennessee
$4.97M +$3.64M +40,240 +272%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$4.7M -$110K -1,221 -2%
IDA
119
Intelligence Driven Advisers
California
$4.53M -$2.68M -29,689 -37%
CA
120
Cornerstone Advisory
Maryland
$4.53M -$6.15M -67,291 -58%
DSCM
121
Del-Sette Capital Management
New York
$4.47M +$463K +5,122 +12%
ACP
122
Aviance Capital Partners
Florida
$4.29M +$157K +1,736 +4%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$4.2M +$9.04K +100 +0.2%
GRP
124
Global Retirement Partners
California
$4.15M +$1.26M +13,929 +44%
MAM
125
Milestone Asset Management
Pennsylvania
$4.12M -$5.51M -60,904 -57%
3 4
5
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