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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$94.3M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$511K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$272M 2,955,805 +327,264 +12%
Morgan Stanley
2
Morgan Stanley
New York
$229M 2,497,310 -2,495,742 -50%
TA
3
Tectonic Advisors
Texas
$163M 1,779,677 +75,087 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M 1,486,034 -20,279 -1%
Wells Fargo
5
Wells Fargo
California
$97.7M 1,063,627 +239,893 +29%
Osaic Holdings
6
Osaic Holdings
Arizona
$94.3M 1,026,412 -286,326 -22%
LPL Financial
7
LPL Financial
California
$77.9M 847,715 +40,559 +5%
Bank of America
8
Bank of America
North Carolina
$73.1M 795,790 +52,757 +7%
UBS Group
9
UBS Group
Switzerland
$70.4M 766,738 +122,573 +19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$51.7M 563,125 -174,350 -24%
OIA
11
OneDigital Investment Advisors
Kansas
$51.6M 561,251 +45,442 +9%
EP
12
Essential Planning
New Hampshire
$47M 508,547 +987 +0.2%
SHGA
13
Sand Hill Global Advisors
California
$36.7M 399,783 +375,740 +1,563%
SC
14
Scotia Capital
Ontario, Canada
$35.1M 382,496 +21,844 +6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$33.1M 360,691 +87,767 +32%
RJA
16
Raymond James & Associates
Florida
$32.2M 350,783 +47,501 +16%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$31.9M 346,903 +299,795 +636%
RA
18
RFG Advisory
Alabama
$30.2M 328,614 +106,806 +48%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28.1M 305,809 +26,082 +9%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$27.6M 300,096 -120,344 -29%
HCM
21
Hudson Capital Management
New Jersey
$27.1M 294,572 +36,178 +14%
CAN
22
Cetera Advisor Networks
California
$26.2M 285,691 -2,324 -0.8%
CIA
23
Concurrent Investment Advisors
Florida
$25.6M 278,282 +222,211 +396%
YAL
24
Your Advocates Ltd
Texas
$25.1M 273,734 -28,393 -9%
VIA
25
Vickerman Investment Advisors
Washington
$24.9M 271,454 +13,891 +5%
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