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PIMCO Active Bond Exchange-Traded Fund

454 hedge funds and large institutions have $4.28B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 202 increasing their positions, 142 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

42% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

2% more funds holding

Funds holding: 446454 (+8)

0.29% less ownership

Funds ownership: 78.06%77.77% (-0.29%)

36% less capital invested

Capital invested by funds: $6.66B → $4.28B (-$2.38B)

Holders
454
Holders Change
+8
Holders Change %
+1.79%
% of All Funds
6.09%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
49
Increased
202
Reduced
142
Closed
29
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$384M +$37.9M +415,209 +11%
Morgan Stanley
2
Morgan Stanley
New York
$291M -$4.37M -47,810 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$220M +$76.1M +833,391 +54%
LPL Financial
4
LPL Financial
California
$167M +$29.8M +326,633 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$156M +$64.7M +709,007 +73%
TA
6
Tectonic Advisors
Texas
$150M -$550K -6,028 -0.4%
Wells Fargo
7
Wells Fargo
California
$140M -$3.2M -35,018 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$117M +$10.5M +115,135 +10%
Bank of America
9
Bank of America
North Carolina
$93.2M +$92.3K +1,011 +0.1%
UBS Group
10
UBS Group
Switzerland
$80.7M -$13.7M -149,696 -15%
NA
11
NewEdge Advisors
Louisiana
$76.8M +$20.2M +221,707 +36%
Raymond James Financial
12
Raymond James Financial
Florida
$72.8M -$10.9M -119,083 -13%
CW
13
CreativeOne Wealth
Kansas
$70.7M +$35.4M +387,218 +103%
KOC
14
Koss-Olinger Consulting
Florida
$62.9M +$1.13M +12,345 +2%
AWM
15
AE Wealth Management
Kansas
$59.7M +$11.7M +127,988 +25%
JP Morgan Chase
16
JP Morgan Chase
New York
$58.4M +$8.89M +97,318 +18%
VIA
17
Vickerman Investment Advisors
Washington
$56.5M +$33.9M +371,786 +155%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$53.9M +$1.23M +13,510 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$50.7M -$1.18M -12,909 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$47.1M +$4.93M +53,935 +12%
SHGA
21
Sand Hill Global Advisors
California
$47M -$1.72M -18,796 -4%
SC
22
Scotia Capital
Ontario, Canada
$42.5M +$8.09M +88,599 +24%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$42.3M -$190K -2,085 -0.5%
CIA
24
Concurrent Investment Advisors
Florida
$41.4M +$6.07M +66,527 +17%
RA
25
RFG Advisory
Alabama
$40.7M +$3.58M +39,198 +10%

BOND Hedge Fund Activity: Q1 2025 in Review

454 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2025, worth a combined $4.28B — down 36% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BOND positions and 29 closed out — a net gain of 20 holders — while 202 added to existing stakes and 142 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.1M. The largest seller was Essential Planning, cutting an estimated $169M.

  • 454 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2025, up from 446 in Q4 2024.
  • Funds reported $4.28B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2025, down 36% quarter-over-quarter.
  • 49 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2025 and 29 closed out, a net change of +20 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2025 was Envestnet Asset Management, an estimated $76.1M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2025 was Essential Planning, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2025.