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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
3
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
4
UBS Group
Switzerland
$59.6M
5
VIA
5
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
3
KWB Wealth
California
$209K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$121M
5
FS
5
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthShield Partners
North Carolina
$964K -$2.38M -25,635 -71%
RIG
202
Ramiah Investment Group
Wisconsin
$948K +$948K +10,256 New
SCA
203
Snowden Capital Advisors
New York
$931K -$88.6K -958 -9%
1IA
204
1620 Investment Advisors
Massachusetts
$929K +$90.9K +983 +11%
EFS
205
Essex Financial Services
Connecticut
$897K +$408K +4,416 +83%
PG
206
Patten Group
Tennessee
$862K +$443K +4,795 +106%
FFN
207
Focus Financial Network
Minnesota
$853K +$853K +9,191 New
FNC
208
First National Corp
Massachusetts
$822K +$35.3K +382 +4%
OWA
209
Opal Wealth Advisors
New York
$795K +$795K +8,604 New
WS
210
Wedbush Securities
California
$781K +$555 +6 +0.1%
FWM
211
Focused Wealth Management
New York
$777K -$42.3K -457 -5%
MCM
212
Mainstay Capital Management
Michigan
$771K +$80.1K +866 +12%
AWM
213
Avondale Wealth Management
Texas
$749K +$471K +5,100 +170%
BFA
214
Beacon Financial Advisory
Ohio
$742K -$54.5K -589 -7%
KWM
215
Kingsview Wealth Management
Oregon
$740K -$1.65M -17,805 -69%
RL
216
Retireful LLC
Michigan
$738K -$4.17M -45,088 -85%
PWA
217
Physician Wealth Advisors
Utah
$737K +$5.68K +62 +0.8%
CGFA
218
Colton Groome Financial Advisors
North Carolina
$727K -$826K -8,934 -53%
CFD
219
Creative Financial Designs
Indiana
$686K +$512K +5,533 +294%
VPP
220
Vertex Planning Partners
Illinois
$685K -$9.03M -97,694 -93%
IWM
221
IHT Wealth Management
Illinois
$653K – – –
AQR Capital Management
222
AQR Capital Management
Connecticut
$643K +$643K +6,957 New
SAM
223
SignalPoint Asset Management
Missouri
$637K +$637K +6,896 New
CCM
224
Crabel Capital Management
California
$628K +$628K +6,790 New
PIA
225
Perennial Investment Advisors
California
$618K +$1.11K +12 +0.2%
7 8
9
10 11