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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 %
KF
176
Krilogy Financial
Missouri
$1.42M -$20K -218 -1%
UOTTAIMCU
177
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.42M – – –
RC
178
Rovin Capital
Arizona
$1.37M -$63.4K -690 -4%
AFO
179
Arrowroot Family Office
California
$1.32M +$138K +1,505 +12%
AMG
180
Asset Management Group
Connecticut
$1.31M +$14.2K +155 +1%
AWM
181
Avitas Wealth Management
California
$1.3M +$43.4K +472 +3%
WW
182
Waterfront Wealth
Kansas
$1.29M +$189K +2,119 +17%
CG
183
CFO4Life Group
Texas
$1.27M -$4.51M -49,056 -78%
EFS
184
Essex Financial Services
Connecticut
$1.26M +$366K +3,983 +41%
BPA
185
Beacon Pointe Advisors
California
$1.25M +$1.25M +13,658 New
WIM
186
Westside Investment Management
California
$1.25M +$18.2K +199 +1%
TWC
187
TD Waterhouse Canada
Ontario, Canada
$1.24M +$332K +3,891 +36%
FMWA
188
Forvis Mazars Wealth Advisors
Missouri
$1.24M -$60.8K -662 -5%
ATWA
189
Arbor Trust Wealth Advisors
Michigan
$1.22M -$2.34M -26,103 -66%
HF
190
HRT Financial
New York
$1.2M +$1.2M +13,053 New
EFA
191
Edge Financial Advisors
Illinois
$1.17M +$1.17M +12,887 New
WP
192
WealthShield Partners
North Carolina
$1.17M +$214K +2,330 +22%
DC
193
Davenport & Co
Virginia
$1.16M -$39.9K -434 -3%
MG
194
Mather Group
Illinois
$1.15M – – –
SWA
195
Strata Wealth Advisors
Texas
$1.11M – – –
CSC
196
Caldwell Sutter Capital
California
$1.08M -$70.6K -769 -6%
Betterment LLC
197
Betterment LLC
New York
$1.07M +$92.8K +1,011 +9%
PA
198
Procyon Advisors
Connecticut
$1.07M +$16.2K +176 +2%
SI
199
Stephens Inc
Arkansas
$1.06M +$65.5K +713 +7%
FPCP
200
Fort Point Capital Partners
California
$1.06M -$5.42K -59 -0.5%
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