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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 %
Citigroup
176
Citigroup
New York
$1.54M +$111K +1,221 +8%
WW
177
Waterfront Wealth
Kansas
$1.53M +$209K +2,294 +16%
TCMP
178
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.52M -$215K -2,361 -12%
BCM
179
Brasada Capital Management
Texas
$1.47M +$11.4K +124 +0.8%
DCM
180
Dudley Capital Management
Virginia
$1.47M – – –
LSA
181
L & S Advisors
California
$1.46M – – –
ASN
182
Advisory Services Network
Georgia
$1.45M +$17.1K +188 +1%
DC
183
Davenport & Co
Virginia
$1.38M +$228K +2,498 +20%
SAM
184
SignalPoint Asset Management
Missouri
$1.36M +$585K +6,419 +75%
AWM
185
Avitas Wealth Management
California
$1.36M +$67.2K +738 +5%
RC
186
Rovin Capital
Arizona
$1.34M -$14.8K -162 -1%
KF
187
Krilogy Financial
Missouri
$1.32M -$96.4K -1,058 -7%
AMG
188
Asset Management Group
Connecticut
$1.31M +$14.9K +164 +1%
P
189
&Partners
Tennessee
$1.24M +$1.24M +13,662 New
1IA
190
1620 Investment Advisors
Massachusetts
$1.21M +$234K +2,565 +24%
WIM
191
Westside Investment Management
California
$1.21M -$36.4K -400 -3%
FTUS
192
Flow Traders U.S.
New York
$1.19M +$1.19M +13,077 New
CG
193
CFO4Life Group
Texas
$1.18M -$72.3K -794 -6%
CWP
194
Cyndeo Wealth Partners
Florida
$1.18M +$1.18M +12,925 New
AFO
195
Arrowroot Family Office
California
$1.18M -$137K -1,507 -10%
CSC
196
Caldwell Sutter Capital
California
$1.12M +$50.6K +555 +5%
LA
197
LexAurum Advisors
Kansas
$1.11M +$1.11M +12,151 New
SWA
198
Strata Wealth Advisors
Texas
$1.1M – – –
Ameriprise
199
Ameriprise
Minnesota
$1.07M +$1.07M +11,697 New
FPCP
200
Fort Point Capital Partners
California
$1.01M -$45.5K -500 -4%
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