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PIMCO Active Bond Exchange-Traded Fund

467 hedge funds and large institutions have $4.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 176 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $572K | Put options by funds: $295K

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

3% more funds holding

Funds holding: 454467 (+13)

5% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 176

3% more capital invested

Capital invested by funds: $4.28B → $4.4B (+$111M)

0.34% more ownership

Funds ownership: 77.77%78.11% (+0.34%)

Holders
467
Holders Change
+13
Holders Change %
+2.86%
% of All Funds
6.15%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.57%
New
49
Increased
184
Reduced
176
Closed
32
Calls
$572K
Puts
$295K
Net Calls
+$277K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$2.4M -$2.25M -24,685 -49%
MFG
177
Menard Financial Group
Texas
$2.39M -$90.4K -994 -4%
CWM
178
Congress Wealth Management
Massachusetts
$2.37M +$2.34M +25,674 New
NFA
179
Northwest Financial Advisors
Virginia
$2.35M +$547K +6,007 +31%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$2.34M +$706K +7,764 +44%
SPIA
181
Steward Partners Investment Advisory
New York
$2.34M +$12.9K +142 +0.6%
WF
182
Womack Financial
Texas
$2.33M +$73.6K +809 +3%
WAOI
183
Wealth Advisors of Iowa
Iowa
$2.32M -$111K -1,217 -5%
HCM
184
Hollencrest Capital Management
California
$2.29M -$2K -22 -0.1%
TFF
185
The Family Firm
Maryland
$2.28M -$88.2K -970 -4%
CAL
186
Capital Analysts LLC
Pennsylvania
$2.24M +$1.29M +14,128 +139%
AWS
187
Atria Wealth Solutions
New York
$2.23M -$2.97M -32,676 -57%
EH
188
Equitable Holdings
New York
$2.17M -$132K -1,451 -6%
FMWA
189
Forvis Mazars Wealth Advisors
Missouri
$2.08M -$36.4K -400 -2%
TMWM
190
Taylor & Morgan Wealth Management
Michigan
$2.06M
EWA
191
EP Wealth Advisors
California
$1.92M -$876K -9,630 -32%
BCM
192
Brookstone Capital Management
Illinois
$1.9M -$85.8K -943 -4%
SB
193
Strategic Blueprint
Georgia
$1.89M +$791K +8,697 +74%
KW
194
Keyvantage Wealth
Pennsylvania
$1.78M -$230K -2,527 -12%
SOS
195
Silver Oak Securities
Tennessee
$1.77M +$316K +3,475 +22%
SCM
196
SOL Capital Management
Maryland
$1.76M +$989K +10,875 +132%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$1.75M -$115K -1,261 -6%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$1.75M +$508K +5,587 +41%
PFG
199
Pinnacle Financial Group
Illinois
$1.74M +$29K +319 +2%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$1.69M -$27.6M -303,640 -94%

BOND Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2025, worth a combined $4.4B — up 2.6% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BOND positions and 32 closed out — a net gain of 17 holders — while 184 added to existing stakes and 176 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $80.6M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 467 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $4.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 49 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2025 and 32 closed out, a net change of +17 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2025 was Great Valley Advisor Group, an estimated $80.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2025 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2025.