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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EP Wealth Advisors
California
$2.23M +$61.2K +672 +3%
EH
152
Equitable Holdings
New York
$2.21M -$239K -2,621 -10%
Mariner
153
Mariner
Kansas
$2.19M -$142K -1,559 -6%
NRI
154
NFP Retirement Inc
California
$2.18M +$709K +7,786 +48%
BFP
155
Beacon Financial Planning
Massachusetts
$2.18M -$74.5K -818 -3%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$2.17M -$206K -2,257 -9%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$2.16M +$213K +2,358 +11%
RMC
158
Regis Management Company
California
$2.1M -$142K -1,556 -6%
EE
159
EWG Elevate
California
$2.08M +$95.4K +1,047 +5%
EFS
160
Essex Financial Services
Connecticut
$2.07M +$802K +8,636 +63%
IWP
161
Insight Wealth Partners
Texas
$2.04M -$36.3K -399 -2%
SFS
162
Security Financial Services
Indiana
$1.98M +$1.98M +21,715 New
KIG
163
Kowal Investment Group
Wisconsin
$1.9M -$51K -560 -3%
FFA
164
Farther Finance Advisors
California
$1.89M +$1.59M +17,664 +534%
UWM
165
USAdvisors Wealth Management
Minnesota
$1.81M +$31.7K +348 +2%
AAS
166
Ameritas Advisory Services
Nebraska
$1.81M +$1.19M +13,090 +194%
FMWA
167
Forvis Mazars Wealth Advisors
Missouri
$1.78M +$554K +6,082 +45%
SA
168
Sanctuary Advisors
Indiana
$1.77M +$1.77M +19,916 New
SMFG
169
Sumitomo Mitsui Financial Group
Japan
$1.69M -$90.4K -993 -5%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$1.35M +14,829 +412%
UOTTAIMCU
171
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.62M +$204K +2,240 +14%
AI
172
Atria Investments
North Carolina
$1.57M -$655K -7,188 -29%
GRP
173
Global Retirement Partners
California
$1.56M +$817K +8,969 +110%
TWC
174
TD Waterhouse Canada
Ontario, Canada
$1.56M +$241K +2,679 +18%
WP
175
WealthShield Partners
North Carolina
$1.55M +$395K +4,333 +34%
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7
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