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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

439 hedge funds and large institutions have $6.65B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+28
Holders Change %
+6.81%
% of All Funds
5.85%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
69
Increased
188
Reduced
124
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$174M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.73B
3
KOC
3
Koss-Olinger Consulting
Florida
$60.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$289M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$32.4M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$482K
2
TA
2
Tectonic Advisors
Texas
$147M
3
OCM
3
One Capital Management
California
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
201
Krilogy Financial
Missouri
$1.18M +$25.2K +279 +2%
BFA
202
Beacon Financial Advisory
Ohio
$1.16M +$122K +1,345 +12%
KWM
203
Kingsview Wealth Management
Oregon
$1.15M +$143K +1,583 +14%
LWM
204
Lionshead Wealth Management
New York
$1.13M +$1.13M +12,446 New
MW
205
Maia Wealth
Colorado
$1.12M +$428K +4,705 +62%
VWA
206
VSM Wealth Advisory
Maryland
$1.11M +$1.11M +12,331 New
MWS
207
MFA Wealth Services
California
$1.11M +$1.11M +12,318 New
RC
208
Rovin Capital
Arizona
$1.1M -$171K -1,896 -13%
EGM
209
Engineers Gate Manager
New York
$1.09M +$1.09M +12,101 New
SWA
210
Strata Wealth Advisors
Texas
$1.09M – – –
FIG
211
FSA Investment Group
Florida
$1.08M +$1.08M +12,128 New
CPCM
212
Cardinal Point Capital Management
Ontario, Canada
$1.06M -$464K -5,105 -30%
1IA
213
1620 Investment Advisors
Massachusetts
$1.03M +$30K +332 +3%
TCMP
214
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.03M -$394K -4,360 -28%
WGC
215
Watts Gwilliam & Co
Arizona
$1.03M -$34.3K -381 -3%
BCM
216
Brasada Capital Management
Texas
$1.03M -$226K -2,535 -18%
CWP
217
Cyndeo Wealth Partners
Florida
$991K -$136K -1,509 -12%
CG
218
CFO4Life Group
Texas
$985K -$181K -1,997 -15%
AG
219
AmeriFlex Group
Nevada
$983K +$983K +10,807 New
CA
220
Continuum Advisory
Idaho
$983K +$213K +2,360 +28%
MCM
221
MAI Capital Management
Ohio
$978K +$978K +10,822 New
MSAM
222
Moloney Securities Asset Management
Missouri
$964K +$355K +3,925 +58%
HWA
223
HCR Wealth Advisors
California
$951K – – –
WSFG
224
Wall Street Financial Group
Illinois
$937K +$447K +4,945 +91%
FPCP
225
Fort Point Capital Partners
California
$927K – – –
7 8
9
10 11