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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
Aristides Capital
Kentucky
$1.33M – – –
PA
202
Parallel Advisors
California
$1.28M -$48.4K -523 -4%
WGCA
203
Wolf Group Capital Advisors
Virginia
$1.26M +$647K +6,992 +105%
WIM
204
Westside Investment Management
California
$1.25M -$38.4K -415 -3%
TWC
205
TD Waterhouse Canada
Ontario, Canada
$1.25M +$462 +5 +0%
GWSG
206
GPS Wealth Strategies Group
Colorado
$1.24M +$1.23M +13,255 +9,746%
BFP
207
Beacon Financial Planning
Massachusetts
$1.24M -$188K -2,030 -13%
RWPA
208
Richard W. Paul & Associates
Michigan
$1.24M +$1.24M +13,370 New
VA
209
Valmark Advisers
Ohio
$1.23M +$409K +4,419 +50%
PP
210
Patten & Patten
Tennessee
$1.22M +$1.22M +13,175 New
KF
211
Krilogy Financial
Missouri
$1.22M +$13.4K +145 +1%
CSC
212
Caldwell Sutter Capital
California
$1.21M -$7.12K -77 -0.6%
MWS
213
MFA Wealth Services
California
$1.18M +$36.7K +397 +3%
VWA
214
VSM Wealth Advisory
Maryland
$1.14M +$4.44K +48 +0.4%
BCM
215
Brasada Capital Management
Texas
$1.12M +$81.1K +894 +8%
JWCA
216
J.W. Cole Advisors
Florida
$1.12M +$499K +5,395 +81%
SWA
217
Strata Wealth Advisors
Texas
$1.11M – – –
BFA
218
Beacon Financial Advisory
Ohio
$1.11M -$74.9K -810 -6%
FIG
219
FSA Investment Group
Florida
$1.09M -$27K -292 -2%
1IA
220
1620 Investment Advisors
Massachusetts
$1.09M +$33.3K +360 +3%
SB
221
Strategic Blueprint
Georgia
$1.09M +$168K +1,813 +18%
CA
222
Continuum Advisory
Idaho
$1.07M +$65.3K +706 +6%
PA
223
PFG Advisors
Arizona
$1.06M -$266K -2,877 -20%
RC
224
Rovin Capital
Arizona
$1.05M -$82.9K -897 -7%
AG
225
AmeriFlex Group
Nevada
$1.04M +$45.4K +491 +5%
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9
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