BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

394 hedge funds and large institutions have $2.98B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
42
Increased
180
Reduced
122
Closed
36
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$312K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$36.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$272M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.9M
4
Wells Fargo
Wells Fargo
California
$97.7M
5
CIA
Concurrent Investment Advisors
Florida
$25.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$229M
2
Osaic Holdings
Osaic Holdings
Arizona
$94.3M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
FGAM
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGC
201
Watts Gwilliam & Co
Arizona
$1.05M +$1.05M +11,604 New
CWM
202
Connecticut Wealth Management
Connecticut
$1.05M +$1.75K +19 +0.2%
1IA
203
1620 Investment Advisors
Massachusetts
$984K +$61K +664 +7%
HWA
204
HCR Wealth Advisors
California
$966K – – –
DSA
205
Droms Strauss Advisors
Missouri
$956K -$1.2M -13,042 -56%
KA
206
Kovack Advisors
Florida
$935K +$935K +10,183 New
PG
207
Patten Group
Tennessee
$922K +$65.9K +717 +8%
BFA
208
Benedict Financial Advisors
Georgia
$895K +$895K +9,740 New
AQR Capital Management
209
AQR Capital Management
Connecticut
$887K +$248K +2,698 +39%
OC
210
Oppenheimer & Co
New York
$868K -$129K -1,400 -13%
BFA
211
Beacon Financial Advisory
Ohio
$844K +$107K +1,165 +15%
KWM
212
Kingsview Wealth Management
Oregon
$826K +$90.8K +989 +12%
BFWM
213
Bright Futures Wealth Management
New York
$825K +$825K +9,018 New
FNC
214
First National Corp
Massachusetts
$822K – – –
OWA
215
Opal Wealth Advisors
New York
$793K +$2.76K +30 +0.3%
WS
216
Wedbush Securities
California
$793K +$17.1K +186 +2%
SAM
217
SignalPoint Asset Management
Missouri
$781K +$148K +1,610 +23%
EL
218
EQ LLC
Washington
$766K +$362K +3,942 +90%
PWA
219
Physician Wealth Advisors
Utah
$765K +$49.1K +551 +7%
GRP
220
Global Retirement Partners
California
$747K +$237K +2,580 +46%
RCAG
221
Rehmann Capital Advisory Group
Michigan
$736K +$391K +4,258 +113%
FWM
222
Focused Wealth Management
New York
$699K -$73.8K -803 -10%
CFD
223
Creative Financial Designs
Indiana
$695K +$13.9K +151 +2%
SCA
224
Snowden Capital Advisors
New York
$693K -$232K -2,525 -25%
MSAM
225
Moloney Securities Asset Management
Missouri
$675K +$374K +4,074 +125%
7 8
9
10 11