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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 %
WW
201
Waterfront Wealth
Kansas
$1.17M -$364K -3,967 -24%
SWA
202
Strata Wealth Advisors
Texas
$1.14M – – –
WGC
203
Watts Gwilliam & Co
Arizona
$1.1M +$1.1M +11,825 New
BFA
204
Beacon Financial Advisory
Ohio
$1.09M +$52.8K +558 +5%
KWM
205
Kingsview Wealth Management
Oregon
$1.06M +$238K +2,516 +29%
BFA
206
Benedict Financial Advisors
Georgia
$1.06M +$206K +2,174 +24%
1IA
207
1620 Investment Advisors
Massachusetts
$1.05M -$206K -2,174 -16%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$998K +$669K +7,050 +203%
HWA
209
HCR Wealth Advisors
California
$995K – – –
NFA
210
Northwest Financial Advisors
Virginia
$973K +$973K +10,284 New
FPCP
211
Fort Point Capital Partners
California
$970K -$75.7K -800 -7%
SI
212
Stephens Inc
Arkansas
$960K -$61K -645 -6%
SOS
213
Silver Oak Securities
Tennessee
$936K +$599K +6,315 +178%
WAOI
214
Wealth Advisors of Iowa
Iowa
$931K +$931K +9,837 New
EA
215
Eclectic Associates
California
$929K +$929K +9,821 New
PA
216
PFG Advisors
Arizona
$912K +$246K +2,601 +37%
PA
217
Procyon Advisors
Connecticut
$903K -$19.5K -206 -2%
FFA
218
First Foundation Advisors
California
$879K +$879K +9,287 New
WSFS
219
Wilmington Savings Fund Society
Delaware
$865K +$865K +9,145 New
EL
220
EQ LLC
Washington
$859K +$62.9K +665 +8%
ATWA
221
Arbor Trust Wealth Advisors
Michigan
$859K – – –
PS
222
Principal Securities
Iowa
$828K +$10.8K +114 +1%
OWA
223
Opal Wealth Advisors
New York
$800K -$31.9K -337 -4%
BFWM
224
Bright Futures Wealth Management
New York
$794K -$37.5K -408 -5%
RBC
225
Romano Brothers & Co
Illinois
$786K +$99.3K +1,050 +14%
7 8
9
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