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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
126
Capital Planning Advisors
California
$3.63M +$118K +1,296 +3%
FHB
127
First Hawaiian Bank
Hawaii
$3.59M -$24.6K -270 -0.7%
GSEP
128
Golden State Equity Partners
California
$3.56M +$3.56M +39,104 New
TFP
129
Traction Financial Partners
Wyoming
$3.43M +$46.5K +498 +1%
GWM
130
Geneos Wealth Management
Colorado
$3.43M -$6.83K -75 -0.2%
DOA
131
D'Orazio & Associates
Virginia
$3.41M -$382K -4,194 -10%
WN
132
Williams & Novak
California
$3.38M +$882K +9,687 +35%
JE
133
JMAC Enterprises
Pennsylvania
$3.13M +$365K +4,010 +13%
LW
134
Linscomb Wealth
Texas
$2.98M +$185K +2,027 +7%
IA
135
IFP Advisors
Florida
$2.89M -$26.3K -289 -0.9%
BWM
136
BCS Wealth Management
Tennessee
$2.75M +$221K +2,424 +9%
LCM
137
Lunt Capital Management
Utah
$2.71M +$96K +1,054 +4%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$2.58M +$81.2K +888 +3%
AF
139
Affiance Financial
Minnesota
$2.55M -$30.4K -334 -1%
MFG
140
Menard Financial Group
Texas
$2.52M +$154K +1,689 +7%
HCM
141
Hollencrest Capital Management
California
$2.51M -$6.01K -66 -0.2%
Creative Planning
142
Creative Planning
Kansas
$2.5M -$821K -9,014 -25%
FFA
143
Fragasso Financial Advisors
Pennsylvania
$2.48M -$2.48M -27,203 -50%
CFG
144
Cooper Financial Group
California
$2.46M +$737K +8,089 +43%
Comerica Bank
145
Comerica Bank
Texas
$2.42M +$97.8K +1,074 +4%
EFS
146
Econ Financial Services
Pennsylvania
$2.4M +$327K +3,586 +16%
BCM
147
Brookstone Capital Management
Illinois
$2.39M -$4.14M -44,824 -63%
PA
148
Parallel Advisors
California
$2.39M -$303K -3,330 -11%
TFF
149
The Family Firm
Maryland
$2.31M +$27.6K +303 +1%
SPIA
150
Steward Partners Investment Advisory
New York
$2.25M -$48.9K -537 -2%
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6
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