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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.

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
Raymond James Financial
2
Raymond James Financial
Florida
$81.9M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.73B
4
KOC
4
Koss-Olinger Consulting
Florida
$60.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$289M

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 Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.73B 30,154 +706 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$338M 3,739,586 +127,172 +4%
Morgan Stanley
3
Morgan Stanley
New York
$289M 3,194,779 +390,653 +14%
EP
4
Essential Planning
New Hampshire
$174M 1,894,380 +1,850,717 +4,239%
TA
5
Tectonic Advisors
Texas
$147M 1,630,530 -197,720 -11%
Wells Fargo
6
Wells Fargo
California
$140M 1,546,158 +30,257 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$140M 1,542,994 -22,099 -1%
LPL Financial
8
LPL Financial
California
$134M 1,482,055 +208,378 +16%
OIA
9
OneDigital Investment Advisors
Kansas
$104M 1,154,236 +129,366 +13%
UBS Group
10
UBS Group
Switzerland
$92.4M 1,022,276 +151,045 +17%
Bank of America
11
Bank of America
North Carolina
$91M 1,006,486 +14,278 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$88.2M 975,349 -82,149 -8%
Raymond James Financial
13
Raymond James Financial
Florida
$81.9M 906,294 +906,294 New
KOC
14
Koss-Olinger Consulting
Florida
$60.4M 667,584 +409,695 +159%
NA
15
NewEdge Advisors
Louisiana
$55.1M 609,082 +146,885 +32%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$51.5M 569,734 -4,570 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$50.7M 560,877 +30,515 +6%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$48.3M 533,985 +339 +0.1%
SHGA
19
Sand Hill Global Advisors
California
$47.7M 527,443 -6,238 -1%
AWM
20
AE Wealth Management
Kansas
$46.8M 517,877 +137,170 +36%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$41.6M 459,955 +319,529 +228%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$41.1M 454,998 +50,925 +13%
PIN
23
Prudent Investors Network
California
$38.5M 425,488 +39,163 +10%
RA
24
RFG Advisory
Alabama
$36.2M 400,887 +10,083 +3%
CIA
25
Concurrent Investment Advisors
Florida
$34.5M 381,576 +53,384 +16%
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