BOND icon

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 %
Citigroup
176
Citigroup
New York
$1.66M +$62.7K +663 +4%
CPCM
177
Cardinal Point Capital Management
Ontario, Canada
$1.58M -$14M -148,416 -90%
LSA
178
L & S Advisors
California
$1.54M +$28K +296 +2%
DCM
179
Dudley Capital Management
Virginia
$1.5M -$28.4K -300 -2%
TCMP
180
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.49M -$86.1K -910 -5%
ASN
181
Advisory Services Network
Georgia
$1.45M – – –
P
182
&Partners
Tennessee
$1.4M +$105K +1,112 +8%
WIM
183
Westside Investment Management
California
$1.38M +$134K +1,430 +11%
AMG
184
Asset Management Group
Connecticut
$1.38M +$15.5K +164 +1%
CSPAM
185
Cary Street Partners Asset Management
Virginia
$1.36M +$362K +3,823 +36%
WN
186
Williams & Novak
California
$1.35M -$2.17M -22,897 -62%
RC
187
Rovin Capital
Arizona
$1.33M -$60.8K -643 -4%
BCM
188
Brasada Capital Management
Texas
$1.32M -$188K -1,996 -12%
HKIMG
189
Hutchens & Kramer Investment Management Group
Indiana
$1.31M +$783K +8,287 +147%
TWC
190
TD Waterhouse Canada
Ontario, Canada
$1.31M -$323K -3,413 -20%
PG
191
Patten Group
Tennessee
$1.24M +$233K +2,464 +23%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$1.23M +$661K +6,985 +117%
CG
193
CFO4Life Group
Texas
$1.22M -$8.7K -92 -0.7%
AFO
194
Arrowroot Family Office
California
$1.22M -$4.54K -48 -0.4%
AC
195
Aristides Capital
Kentucky
$1.21M +$1.21M +12,787 New
KF
196
Krilogy Financial
Missouri
$1.21M -$160K -1,696 -12%
CSC
197
Caldwell Sutter Capital
California
$1.2M +$30.8K +326 +3%
Cerity Partners
198
Cerity Partners
New York
$1.2M +$620K +6,555 +107%
AWM
199
Avitas Wealth Management
California
$1.18M -$230K -2,431 -16%
CWP
200
Cyndeo Wealth Partners
Florida
$1.18M -$43K -454 -4%
6 7
8
9 10