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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$342M
2
LPL Financial
LPL Financial
California
$121M
3
SA
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
Wells Fargo
California
$143M
5
AWM
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$265M
4
VNA
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
Dynamic Advisor Solutions
Arizona
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$3.92M -$174K -1,839 -4%
GSEP
127
Golden State Equity Partners
California
$3.78M +$74.7K +788 +2%
FHB
128
First Hawaiian Bank
Hawaii
$3.73M – – –
GAG
129
Goodman Advisory Group
Massachusetts
$3.71M +$3.71M +39,243 New
JE
130
JMAC Enterprises
Pennsylvania
$3.68M +$433K +4,579 +13%
LW
131
Linscomb Wealth
Texas
$3.6M +$501K +5,291 +16%
TFP
132
Traction Financial Partners
Wyoming
$3.54M +$60.5K +639 +2%
SA
133
Strategic Advisors
New York
$3.54M -$351K -3,705 -9%
GWM
134
Geneos Wealth Management
Colorado
$3.49M -$71K -750 -2%
FFA
135
Farther Finance Advisors
California
$3.21M +$1.23M +13,002 +62%
DOA
136
D'Orazio & Associates
Virginia
$3.2M -$345K -3,650 -10%
GRP
137
Global Retirement Partners
California
$3.03M +$1.41M +14,908 +87%
BWM
138
BCS Wealth Management
Tennessee
$3.01M +$145K +1,528 +5%
AF
139
Affiance Financial
Minnesota
$2.96M +$315K +3,329 +12%
LCM
140
Lunt Capital Management
Utah
$2.93M +$114K +1,203 +4%
SFS
141
Security Financial Services
Indiana
$2.84M +$784K +8,284 +38%
Comerica Bank
142
Comerica Bank
Texas
$2.81M +$300K +3,174 +12%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$2.79M +$114K +1,207 +4%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$2.77M +$515K +5,447 +23%
RL
145
Retireful LLC
Michigan
$2.76M +$2.76M +29,133 New
CFG
146
Cooper Financial Group
California
$2.71M +$158K +1,669 +6%
EFS
147
Essex Financial Services
Connecticut
$2.61M +$547K +5,916 +27%
MFG
148
Menard Financial Group
Texas
$2.56M -$57.3K -606 -2%
NRI
149
NFP Retirement Inc
California
$2.55M +$281K +2,975 +12%
HCM
150
Hollencrest Capital Management
California
$2.54M -$66.5K -703 -3%
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