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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
151
Mariner
Kansas
$2.38M -$912K -9,866 -28%
SPIA
152
Steward Partners Investment Advisory
New York
$2.35M -$84.4K -913 -3%
BFP
153
Beacon Financial Planning
Massachusetts
$2.34M -$27.3K -295 -1%
SHGA
154
Sand Hill Global Advisors
California
$2.22M +$2.22M +24,043 New
RMC
155
Regis Management Company
California
$2.21M +$241K +2,602 +12%
AI
156
Atria Investments
North Carolina
$2.21M -$290K -3,133 -12%
TFF
157
The Family Firm
Maryland
$2.2M +$11.1K +120 +0.5%
Comerica Bank
158
Comerica Bank
Texas
$2.2M +$41.7K +451 +2%
JE
159
JMAC Enterprises
Pennsylvania
$2.19M +$334K +3,616 +18%
DSA
160
Droms Strauss Advisors
Missouri
$2.17M +$1.37M +14,808 +171%
KIG
161
Kowal Investment Group
Wisconsin
$2.03M -$307K -3,323 -13%
EE
162
EWG Elevate
California
$1.97M +$39.3K +425 +2%
BWM
163
BCS Wealth Management
Tennessee
$1.93M +$148K +1,598 +8%
SMFG
164
Sumitomo Mitsui Financial Group
Japan
$1.81M -$147K -1,595 -8%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$1.79M +$1.79M +19,312 New
CFG
166
Cooper Financial Group
California
$1.74M -$82.2K -889 -5%
IWP
167
Insight Wealth Partners
Texas
$1.73M -$50.5K -546 -3%
AF
168
Affiance Financial
Minnesota
$1.7M +$197K +2,132 +13%
UWM
169
USAdvisors Wealth Management
Minnesota
$1.69M +$1.69M +18,308 New
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$1.62M +$177K +1,934 +12%
BCM
171
Brasada Capital Management
Texas
$1.55M +$1.55M +16,776 New
CA
172
Cetera Advisors
Colorado
$1.51M -$320K -3,463 -17%
ASN
173
Advisory Services Network
Georgia
$1.51M +$49.4K +534 +3%
DCM
174
Dudley Capital Management
Virginia
$1.5M -$446K -4,825 -23%
Citigroup
175
Citigroup
New York
$1.48M -$17.8K -192 -1%
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