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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$342M
2
LPL Financial
LPL Financial
California
$121M
3
SA
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
Wells Fargo
California
$143M
5
AWM
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$265M
4
VNA
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
Dynamic Advisor Solutions
Arizona
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
151
The Family Firm
Maryland
$2.48M +$80.9K +855 +3%
EWA
152
EP Wealth Advisors
California
$2.45M +$127K +1,340 +5%
SPIA
153
Steward Partners Investment Advisory
New York
$2.39M +$60.6K +640 +3%
Jane Street
154
Jane Street
New York
$2.35M +$2.07M +21,841 +727%
FMWA
155
Forvis Mazars Wealth Advisors
Missouri
$2.29M +$442K +4,670 +24%
IWP
156
Insight Wealth Partners
Texas
$2.25M +$132K +1,391 +6%
EH
157
Equitable Holdings
New York
$2.22M -$72.6K -767 -3%
CGF
158
Constant Guidance Financial
Massachusetts
$2.18M +$2.18M +23,080 New
EE
159
EWG Elevate
California
$2.12M -$39.9K -422 -2%
BFP
160
Beacon Financial Planning
Massachusetts
$2.12M -$143K -1,513 -6%
SAM
161
SignalPoint Asset Management
Missouri
$2.1M +$680K +7,165 +48%
FFA
162
Fragasso Financial Advisors
Pennsylvania
$2.06M -$514K -5,428 -20%
PA
163
Parallel Advisors
California
$2.06M -$419K -4,431 -17%
UWM
164
USAdvisors Wealth Management
Minnesota
$2.05M +$160K +1,689 +8%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$2.03M -$2.37M -25,045 -54%
KIG
166
Kowal Investment Group
Wisconsin
$1.99M +$16.4K +173 +0.8%
AI
167
Atria Investments
North Carolina
$1.99M +$357K +3,769 +22%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$1.96M -$304K -3,217 -13%
DWM
169
Dynasty Wealth Management
Florida
$1.9M +$1.66M +35,265 +714%
DC
170
Davenport & Co
Virginia
$1.78M +$350K +3,695 +24%
SMFG
171
Sumitomo Mitsui Financial Group
Japan
$1.75M -$8.99K -95 -0.5%
Creative Planning
172
Creative Planning
Kansas
$1.71M -$886K -9,364 -34%
Renaissance Technologies
173
Renaissance Technologies
New York
$1.7M +$1.7M +18,000 New
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$1.7M -$46.3K -489 -3%
UOTTAIMCU
175
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.68M – – –
5 6
7
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