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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$7.2M -$9.71K -105 -0.1%
OPS
102
Orion Portfolio Solutions
Nebraska
$7.2M -$9.71K -105 -0.1%
MGIA
103
Moneta Group Investment Advisors
Missouri
$7.14M +$883K +9,549 +14%
CWM
104
Connecticut Wealth Management
Connecticut
$7.03M +$283K +3,056 +4%
MA
105
McGrath & Associates
North Carolina
$6.98M +$3.43M +37,041 +96%
DWM
106
Darwin Wealth Management
Florida
$6.9M – – –
CAG
107
Csenge Advisory Group
Florida
$6.88M -$177K -1,951 -3%
DP
108
Denver PWM
Colorado
$6.53M -$126K -1,359 -2%
TAP
109
Tounjian Advisory Partners
Florida
$6.22M +$6.22M +67,290 New
NFG
110
Nations Financial Group
Iowa
$6.1M +$108K +1,163 +2%
SSC
111
Syverson Strege & Co
Iowa
$6.08M +$92.5K +1,000 +2%
PP
112
Pacifica Partners
Canada
$5.98M +$21K +226 +0.4%
P
113
&Partners
Tennessee
$5.77M +$692K +7,493 +14%
EA
114
Eclectic Associates
California
$5.49M +$2.62M +28,318 +91%
TIM
115
Total Investment Management
Arizona
$5.45M +$363K +3,928 +7%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$5.42M +$5.12M +55,317 +1,675%
CWM
117
CarsonAllaria Wealth Management
Illinois
$5.42M +$305K +3,303 +6%
AWS
118
Atria Wealth Solutions
New York
$5.27M +$2.56M +27,663 +94%
SFS
119
Security Financial Services
Indiana
$5.25M +$1.36M +14,688 +35%
LW
120
Linscomb Wealth
Texas
$5.12M +$1.26M +13,574 +32%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$5.05M -$441K -4,767 -8%
SRA
122
Secured Retirement Advisors
Minnesota
$5.04M +$5.04M +54,470 New
DADC
123
D.A. Davidson & Co
Montana
$4.98M -$357K -3,866 -7%
ACP
124
Aviance Capital Partners
Florida
$4.83M +$440K +4,756 +10%
UWM
125
USAdvisors Wealth Management
Minnesota
$4.83M +$2.37M +25,623 +96%
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5
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