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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

390 hedge funds and large institutions have $3.07B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 33 closing their positions.

Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.67%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.42%
New
36
Increased
181
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$263M
2
OIA
2
OneDigital Investment Advisors
Kansas
$76.2M
3
KOC
3
Koss-Olinger Consulting
Florida
$23.9M
4
NA
4
NewEdge Advisors
Louisiana
$40.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$283M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.65M
2
WWA
2
WCG Wealth Advisors
Nevada
$0
3
FS
3
Ferguson Shapiro
Georgia
$399K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.2M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$283M 3,106,782 +150,977 +5%
Morgan Stanley
2
Morgan Stanley
New York
$263M 2,888,042 +390,732 +16%
TA
3
Tectonic Advisors
Texas
$165M 1,807,268 +27,591 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$132M 1,447,897 -38,137 -3%
Wells Fargo
5
Wells Fargo
California
$110M 1,203,856 +140,229 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$93.4M 1,025,237 -1,175 -0.1%
LPL Financial
7
LPL Financial
California
$82.5M 905,323 +57,608 +7%
Bank of America
8
Bank of America
North Carolina
$76.4M 838,714 +42,924 +5%
OIA
9
OneDigital Investment Advisors
Kansas
$76.2M 837,048 +275,797 +49%
UBS Group
10
UBS Group
Switzerland
$73.3M 805,173 +38,435 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.9M 570,114 +6,989 +1%
SHGA
12
Sand Hill Global Advisors
California
$47.6M 522,944 +123,161 +31%
NA
13
NewEdge Advisors
Louisiana
$40.7M 447,056 +200,971 +82%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$40.7M 446,415 +85,724 +24%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.2M 397,740 +50,837 +15%
SC
16
Scotia Capital
Ontario, Canada
$35.2M 386,569 +4,073 +1%
RJA
17
Raymond James & Associates
Florida
$34.8M 381,696 +30,913 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$32.8M 360,654 +54,845 +18%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.5M 357,218 +124,325 +53%
RA
20
RFG Advisory
Alabama
$32.5M 357,013 +28,399 +9%
CIA
21
Concurrent Investment Advisors
Florida
$28.2M 309,871 +31,589 +11%
HCM
22
Hudson Capital Management
New Jersey
$27.4M 301,016 +6,444 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$24M 263,017 +22,916 +10%
KOC
24
Koss-Olinger Consulting
Florida
$23.9M 262,649 +262,649 New
SEP
25
Southland Equity Partners
Missouri
$22.6M 248,224 +1,254 +0.5%
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