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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

446 hedge funds and large institutions have $4.27B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.06%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.5%
New
49
Increased
200
Reduced
137
Closed
28
Calls
$583K
Puts
–
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$77.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$65.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$38.4M
4
CW
CreativeOne Wealth
Kansas
+$35.8M
5
VIA
Vickerman Investment Advisors
Washington
+$34.4M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$171M
2
PIN
Prudent Investors Network
California
-$34.8M
3
UBS Group
UBS Group
Switzerland
-$13.8M
4
IAA
Independent Advisor Alliance
North Carolina
-$12.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$384M +$38.4M +415,209 +11%
Morgan Stanley
2
Morgan Stanley
New York
$291M -$4.42M -47,810 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$220M +$77.1M +833,391 +54%
LPL Financial
4
LPL Financial
California
$167M +$30.2M +326,633 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$156M +$65.6M +709,007 +73%
TA
6
Tectonic Advisors
Texas
$150M -$557K -6,028 -0.4%
Wells Fargo
7
Wells Fargo
California
$140M -$3.24M -35,018 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$117M +$10.6M +115,135 +10%
Bank of America
9
Bank of America
North Carolina
$93.2M +$93.5K +1,011 +0.1%
UBS Group
10
UBS Group
Switzerland
$80.7M -$13.8M -149,696 -15%
NA
11
NewEdge Advisors
Louisiana
$76.8M +$20.5M +221,707 +36%
Raymond James Financial
12
Raymond James Financial
Florida
$72.8M -$11M -119,083 -13%
CW
13
CreativeOne Wealth
Kansas
$70.7M +$35.8M +387,218 +103%
KOC
14
Koss-Olinger Consulting
Florida
$62.9M +$1.14M +12,345 +2%
AWM
15
AE Wealth Management
Kansas
$59.7M +$11.8M +127,988 +25%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$58.4M +$9M +97,318 +18%
VIA
17
Vickerman Investment Advisors
Washington
$56.5M +$34.4M +371,786 +155%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$53.9M +$1.25M +13,510 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$50.7M -$1.19M -12,909 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$47.1M +$4.99M +53,935 +12%
SHGA
21
Sand Hill Global Advisors
California
$47M -$1.74M -18,796 -4%
SC
22
Scotia Capital
Ontario, Canada
$42.5M +$8.19M +88,599 +24%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$42.3M -$193K -2,085 -0.5%
CIA
24
Concurrent Investment Advisors
Florida
$41.4M +$6.15M +66,527 +17%
RA
25
RFG Advisory
Alabama
$40.7M +$3.62M +39,198 +10%
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