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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 %
FHB
151
First Hawaiian Bank
Hawaii
$3.53M -$111K -1,198 -3%
ASN
152
Advisory Services Network
Georgia
$3.5M +$1.19M +12,826 +51%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$3.41M +$1.13M +12,266 +50%
SWA
154
Stratos Wealth Advisors
Ohio
$3.35M +$3.35M +36,212 New
CP
155
Capital Planning
Washington
$3.32M +$220K +2,374 +7%
RPGK
156
Retirement Planning Group (Kansas)
Kansas
$3.26M -$1.54M -16,662 -32%
Koshinski Asset Management
157
Koshinski Asset Management
Illinois
$3.06M +$276K +2,989 +10%
EE
158
EWG Elevate
California
$3.06M +$818K +8,844 +36%
BWMG
159
Barnes Wealth Management Group
California
$3.05M +$324K +3,507 +12%
CPA
160
Capital Planning Advisors
California
$3.01M -$587K -6,343 -16%
EFS
161
Essex Financial Services
Connecticut
$3M -$32.8K -355 -1%
DOA
162
D'Orazio & Associates
Virginia
$2.85M -$91.6K -991 -3%
EWA
163
EP Wealth Advisors
California
$2.82M -$142K -1,535 -5%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$2.75M +$107K +1,159 +4%
FF
165
Fairway Financial
Florida
$2.58M +$170K +1,837 +7%
MFG
166
Menard Financial Group
Texas
$2.45M -$1.73K -19 -0.1%
WAOI
167
Wealth Advisors of Iowa
Iowa
$2.44M +$919K +9,937 +61%
FF
168
Fortitude Financial
Washington
$2.39M – – –
IWP
169
Insight Wealth Partners
Texas
$2.38M +$22.4K +242 +0.9%
TFF
170
The Family Firm
Maryland
$2.38M -$462 -5 -0%
SPIA
171
Steward Partners Investment Advisory
New York
$2.34M +$91.5K +990 +4%
EH
172
Equitable Holdings
New York
$2.31M +$269K +2,909 +13%
HCM
173
Hollencrest Capital Management
California
$2.3M -$176K -1,902 -7%
OFS
174
OneAscent Financial Services
Alabama
$2.26M -$945K -10,179 -29%
AWM
175
Accredited Wealth Management
Kentucky
$2.24M +$307K +3,324 +16%
5 6
7
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