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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$4.75M -$5.68M -61,445 -54%
Creative Planning
127
Creative Planning
Kansas
$4.69M +$3.06M +33,080 +187%
CA
128
Cornerstone Advisory
Maryland
$4.58M +$70K +769 +2%
CFG
129
Cooper Financial Group
California
$4.52M +$1.91M +20,626 +73%
PIN
130
Prudent Investors Network
California
$4.5M -$34.8M -376,788 -89%
DSCM
131
Del-Sette Capital Management
New York
$4.46M -$116K -1,254 -3%
GAG
132
Goodman Advisory Group
Massachusetts
$4.43M +$357K +3,857 +9%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$4.41M +$114K +1,234 +3%
EP
134
Essential Planning
New Hampshire
$4.35M -$171M -1,847,357 -98%
ECA
135
Elevated Capital Advisors
Utah
$4.33M -$1.22M -13,173 -22%
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$4.28M +$404K +4,370 +10%
JE
137
JMAC Enterprises
Pennsylvania
$4.27M +$255K +2,758 +6%
BOC
138
Blue Oak Capital
California
$4.23M +$1.07M +11,544 +34%
IDA
139
Intelligence Driven Advisers
California
$4.23M -$403K -4,354 -9%
LCM
140
Lunt Capital Management
Utah
$4.2M +$339K +3,664 +9%
FFP
141
Freedom Financial Partners
Minnesota
$4.2M +$140K +1,517 +3%
AF
142
Affiance Financial
Minnesota
$4.15M +$805K +8,706 +24%
BWM
143
BCS Wealth Management
Tennessee
$4.01M +$587K +6,344 +17%
RWIA
144
Roger Wittlin Investment Advisory
California
$3.97M +$14.7K +159 +0.4%
MAM
145
Milestone Asset Management
Pennsylvania
$3.92M -$296K -3,206 -7%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$3.77M +$18.3K +198 +0.5%
DC
147
Davenport & Co
Virginia
$3.73M +$280K +3,025 +8%
Comerica Bank
148
Comerica Bank
Texas
$3.72M -$217K -2,345 -6%
SA
149
Strategic Advisors
New York
$3.69M +$96K +1,038 +3%
TFP
150
Traction Financial Partners
Wyoming
$3.66M -$79.3K -858 -2%
4 5
6
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