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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 %
FMWA
176
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$55.9K +605 +3%
TMWM
177
Taylor & Morgan Wealth Management
Michigan
$2.07M +$73.8K +798 +4%
KW
178
Keyvantage Wealth
Pennsylvania
$2.02M -$3.72M -40,209 -65%
BCM
179
Brookstone Capital Management
Illinois
$1.99M -$7.59M -82,084 -79%
AAS
180
Asset Allocation Strategies
Michigan
$1.89M +$1.89M +20,431 New
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$1.87M -$733K -7,933 -28%
NFA
182
Northwest Financial Advisors
Virginia
$1.8M +$443K +4,794 +33%
PFG
183
Pinnacle Financial Group
Illinois
$1.72M +$1.11M +11,977 +181%
Citigroup
184
Citigroup
New York
$1.72M +$9.89K +107 +0.6%
SMFG
185
Sumitomo Mitsui Financial Group
Japan
$1.67M -$36.1K -390 -2%
RL
186
Retireful LLC
Michigan
$1.67M +$1.67M +18,060 New
KWM
187
Kingsview Wealth Management
Oregon
$1.64M +$464K +5,017 +39%
UOTTAIMCU
188
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.64M – – –
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$1.63M +$50.2K +543 +3%
BFG
190
Berger Financial Group
Minnesota
$1.53M +$39.7K +429 +3%
EWA
191
EverSource Wealth Advisors
Alabama
$1.52M +$1.42M +15,374 +1,493%
LSA
192
L & S Advisors
California
$1.51M – – –
WS
193
Wedbush Securities
California
$1.5M +$37.2K +402 +3%
FFA
194
Fragasso Financial Advisors
Pennsylvania
$1.47M -$291K -3,147 -17%
SOS
195
Silver Oak Securities
Tennessee
$1.46M -$115K -1,246 -7%
DCM
196
Dudley Capital Management
Virginia
$1.43M – – –
PG
197
Patten Group
Tennessee
$1.41M +$133K +1,436 +10%
Lido Advisors
198
Lido Advisors
California
$1.39M +$1.39M +14,983 New
TFA
199
Tranquilli Financial Advisor
New Jersey
$1.35M +$682K +7,371 +102%
MW
200
Maia Wealth
Colorado
$1.33M +$222K +2,454 +20%
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