BOND icon

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.

New
Increased
Maintained
Reduced
Closed
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
Sand Hill Global Advisors
California
$36.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
Wells Fargo
California
$97.7M
5
CIA
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$229M
2
Osaic Holdings
Osaic Holdings
Arizona
$94.3M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
FGAM
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
126
First Hawaiian Bank
Hawaii
$3.64M +$751K +8,172 +26%
DAS
127
Dynamic Advisor Solutions
Arizona
$3.63M +$707K +7,695 +24%
CPA
128
Capital Planning Advisors
California
$3.55M +$131K +1,422 +4%
SSC
129
Syverson Strege & Co
Iowa
$3.54M +$74.5K +811 +2%
AWM
130
AE Wealth Management
Kansas
$3.51M -$275K -2,994 -7%
GWM
131
Geneos Wealth Management
Colorado
$3.47M +$108K +1,177 +3%
Creative Planning
132
Creative Planning
Kansas
$3.35M +$30.5K +332 +0.9%
TFP
133
Traction Financial Partners
Wyoming
$3.27M +$639K +7,092 +24%
HighTower Advisors
134
HighTower Advisors
Illinois
$3.01M -$643K -6,994 -18%
IA
135
IFP Advisors
Florida
$2.94M -$213K -2,323 -7%
AF
136
Advisornet Financial
Minnesota
$2.9M -$2.01M -21,871 -41%
LW
137
Linscomb Wealth
Texas
$2.82M +$172K +1,869 +6%
JE
138
JMAC Enterprises
Pennsylvania
$2.78M +$611K +6,648 +28%
PA
139
Parallel Advisors
California
$2.72M -$1.3M -14,204 -32%
AWS
140
Atria Wealth Solutions
New York
$2.66M +$166K +1,802 +7%
LCM
141
Lunt Capital Management
Utah
$2.64M +$175K +1,907 +7%
AF
142
Affiance Financial
Minnesota
$2.6M +$913K +9,942 +54%
BWM
143
BCS Wealth Management
Tennessee
$2.56M +$636K +6,921 +33%
WN
144
Williams & Novak
California
$2.54M – – –
HCM
145
Hollencrest Capital Management
California
$2.53M -$7.44K -81 -0.3%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$2.51M +$2.15M +23,394 +591%
EH
147
Equitable Holdings
New York
$2.47M +$5.05K +55 +0.2%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$2.4M -$272K -2,961 -10%
MFG
149
Menard Financial Group
Texas
$2.39M +$2.39M +25,981 New
Mariner
150
Mariner
Kansas
$2.35M -$17.7K -193 -0.7%
4 5
6
7 8