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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.

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
BCI
1
Brinker Capital Investments
Pennsylvania
$15.5M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$462M 4,993,052 +3,039,879 +156%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M 2,628,541 +473,431 +22%
TA
3
Tectonic Advisors
Texas
$158M 1,704,590 +32,435 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$139M 1,506,313 +34,731 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$121M 1,312,738 -363,932 -22%
Wells Fargo
6
Wells Fargo
California
$76.2M 823,734 +66,760 +9%
LPL Financial
7
LPL Financial
California
$74.6M 807,156 +127,740 +19%
Bank of America
8
Bank of America
North Carolina
$68.7M 743,033 +92,204 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$68.2M 737,475 +214,472 +41%
UBS Group
10
UBS Group
Switzerland
$59.6M 644,165 +276,508 +75%
OIA
11
OneDigital Investment Advisors
Kansas
$47.7M 515,809 +57,695 +13%
EP
12
Essential Planning
New Hampshire
$46.9M 507,560 -14,524 -3%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$38.9M 420,440 -49,531 -11%
SC
14
Scotia Capital
Ontario, Canada
$33.3M 360,652 -29,632 -8%
RJA
15
Raymond James & Associates
Florida
$28M 303,282 +1,647 +0.5%
YAL
16
Your Advocates Ltd
Texas
$27.9M 302,127 +205,115 +211%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$27.7M 300,000 +69,186 +30%
CAN
18
Cetera Advisor Networks
California
$26.6M 288,015 +62,082 +27%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$25.9M 279,727 -38,069 -12%
KOC
20
Koss-Olinger Consulting
Florida
$25.7M 277,970 +277,970 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$25.2M 272,924 +50,005 +22%
HCM
22
Hudson Capital Management
New Jersey
$23.9M 258,394 +1,500 +0.6%
VIA
23
Vickerman Investment Advisors
Washington
$23.8M 257,563 +257,563 New
WWA
24
WCG Wealth Advisors
Nevada
$22.7M 245,484 -27,006 -10%
FAM
25
Flaharty Asset Management
Florida
$21.7M 234,708 -110,461 -32%
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