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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

439 hedge funds and large institutions have $6.65B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+28
Holders Change %
+6.81%
% of All Funds
5.85%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
69
Increased
188
Reduced
124
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$174M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.73B
3
KOC
3
Koss-Olinger Consulting
Florida
$60.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$289M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$32.4M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$482K
2
TA
2
Tectonic Advisors
Texas
$147M
3
OCM
3
One Capital Management
California
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
126
Goodman Advisory Group
Massachusetts
$3.98M +$431K +4,772 +12%
FFP
127
Freedom Financial Partners
Minnesota
$3.97M +$3.97M +43,886 New
JE
128
JMAC Enterprises
Pennsylvania
$3.93M +$413K +4,563 +12%
RWIA
129
Roger Wittlin Investment Advisory
California
$3.87M -$2.82M -31,165 -42%
Comerica Bank
130
Comerica Bank
Texas
$3.85M +$1.16M +12,875 +43%
SFS
131
Security Financial Services
Indiana
$3.81M +$1.1M +12,122 +40%
HKIMG
132
Hutchens & Kramer Investment Management Group
Indiana
$3.79M +$2.53M +28,006 +201%
LW
133
Linscomb Wealth
Texas
$3.78M +$338K +3,738 +10%
LCM
134
Lunt Capital Management
Utah
$3.77M +$973K +10,757 +35%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$3.67M -$79.2K -876 -2%
TFP
136
Traction Financial Partners
Wyoming
$3.66M +$273K +3,016 +8%
FHB
137
First Hawaiian Bank
Hawaii
$3.56M – – –
SA
138
Strategic Advisors
New York
$3.52M +$138K +1,531 +4%
CPA
139
Capital Planning Advisors
California
$3.52M -$355K -3,926 -9%
MA
140
McGrath & Associates
North Carolina
$3.48M +$3.48M +38,493 New
DC
141
Davenport & Co
Virginia
$3.37M +$1.67M +18,492 +98%
BWM
142
BCS Wealth Management
Tennessee
$3.34M +$471K +5,207 +16%
GWM
143
Geneos Wealth Management
Colorado
$3.3M -$34K -376 -1%
AF
144
Affiance Financial
Minnesota
$3.27M +$447K +4,942 +16%
OFS
145
OneAscent Financial Services
Alabama
$3.14M +$3.14M +34,525 New
BOC
146
Blue Oak Capital
California
$3.11M +$3.11M +34,200 New
CP
147
Capital Planning
Washington
$3.04M +$3.04M +33,477 New
EFS
148
Essex Financial Services
Connecticut
$2.97M +$413K +4,567 +16%
SAM
149
SignalPoint Asset Management
Missouri
$2.93M +$928K +10,264 +46%
EWA
150
EP Wealth Advisors
California
$2.9M +$559K +6,185 +24%
4 5
6
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