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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$36.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
Wells Fargo
California
$97.7M
5
CIA
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$229M
2
Osaic Holdings
Osaic Holdings
Arizona
$94.3M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
FGAM
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$2.34M +$158K +1,725 +7%
SPIA
152
Steward Partners Investment Advisory
New York
$2.32M -$15.1K -164 -0.6%
TFF
153
The Family Firm
Maryland
$2.31M +$117K +1,269 +5%
BFP
154
Beacon Financial Planning
Massachusetts
$2.27M -$58K -631 -2%
RMC
155
Regis Management Company
California
$2.27M +$66.3K +722 +3%
AI
156
Atria Investments
North Carolina
$2.25M +$52.3K +569 +2%
EWA
157
EP Wealth Advisors
California
$2.19M -$404K -4,397 -16%
IWP
158
Insight Wealth Partners
Texas
$2.09M +$375K +4,080 +22%
EFS
159
Econ Financial Services
Pennsylvania
$2.09M +$2.09M +22,787 New
CA
160
Cetera Advisors
Colorado
$2.04M +$537K +5,847 +36%
IF
161
Intrua Financial
Texas
$2.02M +$2.02M +21,990 New
SAG
162
SageView Advisory Group
California
$2.02M +$2.02M +21,994 New
EE
163
EWG Elevate
California
$2M +$42.6K +464 +2%
KIG
164
Kowal Investment Group
Wisconsin
$1.97M -$47.4K -516 -2%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.94M +$349K +3,874 +22%
UWM
166
USAdvisors Wealth Management
Minnesota
$1.8M +$115K +1,251 +7%
SMFG
167
Sumitomo Mitsui Financial Group
Japan
$1.8M -$2.3K -25 -0.1%
TCMP
168
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.75M -$620K -6,754 -26%
CFG
169
Cooper Financial Group
California
$1.74M +$8.64K +94 +0.5%
NRI
170
NFP Retirement Inc
California
$1.49M +$447K +4,870 +43%
LSA
171
L & S Advisors
California
$1.47M +$1.47M +16,000 New
DCM
172
Dudley Capital Management
Virginia
$1.47M -$6.36K -70 -0.4%
BCM
173
Brasada Capital Management
Texas
$1.46M -$79.9K -870 -5%
ASN
174
Advisory Services Network
Georgia
$1.45M -$49.9K -543 -3%
Citigroup
175
Citigroup
New York
$1.44M -$24.3K -264 -2%
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