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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$3.66M -$300K -3,243 -8%
SSC
127
Syverson Strege & Co
Iowa
$3.48M +$65.3K +706 +2%
LCM
128
Leisure Capital Management
California
$3.48M +$3.05M +32,961 +703%
CPA
129
Capital Planning Advisors
California
$3.44M -$223K -2,410 -6%
Renaissance Technologies
130
Renaissance Technologies
New York
$3.43M +$2.42M +26,200 +240%
FGAM
131
Financial Gravity Asset Management
Texas
$3.42M +$57.4K +3,492 +2%
GWM
132
Geneos Wealth Management
Colorado
$3.38M -$476K -5,150 -12%
Creative Planning
133
Creative Planning
Kansas
$3.34M +$20.7K +224 +0.6%
HI
134
Harbour Investments
Wisconsin
$3.33M +$767K +8,293 +30%
IA
135
IFP Advisors
Florida
$3.18M +$504K +5,447 +19%
SFG
136
StrategIQ Financial Group
Indiana
$3.17M +$637K +6,891 +25%
NL
137
Navalign LLC
California
$3.11M +$3.11M +33,586 New
DAS
138
Dynamic Advisor Solutions
Arizona
$2.91M +$2.39M +26,154 +460%
FHB
139
First Hawaiian Bank
Hawaii
$2.91M – – –
TFP
140
Traction Financial Partners
Wyoming
$2.7M +$2.7M +29,203 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$2.69M +$79.4K +859 +3%
LW
142
Linscomb Wealth
Texas
$2.67M -$31.3K -339 -1%
EWA
143
EP Wealth Advisors
California
$2.61M +$274K +2,968 +12%
HCM
144
Hollencrest Capital Management
California
$2.56M -$55.9K -605 -2%
WN
145
Williams & Novak
California
$2.54M +$2.54M +27,478 New
AWS
146
Atria Wealth Solutions
New York
$2.51M -$63.9K -690 -2%
SFA
147
Sequoia Financial Advisors
Ohio
$2.48M +$1.92M +20,790 +344%
LCM
148
Lunt Capital Management
Utah
$2.48M +$73.6K +796 +3%
EH
149
Equitable Holdings
New York
$2.48M +$452K +4,893 +22%
TCMP
150
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.38M -$324K -3,507 -12%
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