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PIMCO Active Bond Exchange-Traded Fund

467 hedge funds and large institutions have $4.4B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 184 increasing their positions, 176 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $572K | Put options by funds: $295K

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

3% more funds holding

Funds holding: 454467 (+13)

5% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 176

3% more capital invested

Capital invested by funds: $4.28B → $4.4B (+$111M)

0.34% more ownership

Funds ownership: 77.77%78.11% (+0.34%)

Holders
467
Holders Change
+13
Holders Change %
+2.86%
% of All Funds
6.15%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.57%
New
49
Increased
184
Reduced
176
Closed
32
Calls
$572K
Puts
$295K
Net Calls
+$277K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$356M -$26.5M -291,554 -7%
Morgan Stanley
2
Morgan Stanley
New York
$258M -$31.4M -344,819 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M -$17.8M -195,912 -8%
LPL Financial
4
LPL Financial
California
$191M +$24.4M +267,938 +15%
Osaic Holdings
5
Osaic Holdings
Arizona
$158M +$2.98M +32,728 +2%
TA
6
Tectonic Advisors
Texas
$147M -$2.63M -28,876 -2%
Wells Fargo
7
Wells Fargo
California
$130M -$9.06M -99,624 -7%
OIA
8
OneDigital Investment Advisors
Kansas
$123M +$5.45M +59,873 +5%
Bank of America
9
Bank of America
North Carolina
$99.8M +$6.8M +74,769 +7%
UBS Group
10
UBS Group
Switzerland
$87M +$6.51M +71,545 +8%
NA
11
NewEdge Advisors
Louisiana
$81.7M +$5.05M +55,560 +7%
GVAG
12
Great Valley Advisor Group
Delaware
$81.6M +$80.6M +885,438 New
AWM
13
AE Wealth Management
Kansas
$75.4M +$15.6M +171,810 +27%
CW
14
CreativeOne Wealth
Kansas
$69.3M -$1.17M -12,829 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$62.5M +$4.27M +46,885 +7%
KOC
16
Koss-Olinger Consulting
Florida
$60.8M -$1.87M -20,592 -3%
VIA
17
Vickerman Investment Advisors
Washington
$59.1M +$2.78M +30,605 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$52.9M -$885K -9,724 -2%
SHGA
19
Sand Hill Global Advisors
California
$48.9M +$2.04M +22,371 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$46M -$4.5M -49,474 -9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$45.6M +$12.4M +136,707 +38%
CIA
22
Concurrent Investment Advisors
Florida
$45.2M +$3.85M +42,278 +9%
Raymond James Financial
23
Raymond James Financial
Florida
$44.9M -$27.3M -300,417 -38%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$42M -$4.86M -53,417 -10%
HWM
25
Heirloom Wealth Management
Colorado
$40.8M +$40.2M +442,263 New

BOND Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q2 2025, worth a combined $4.4B — up 2.6% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BOND positions and 32 closed out — a net gain of 17 holders — while 184 added to existing stakes and 176 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $80.6M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 467 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $4.4B of PIMCO Active Bond Exchange-Traded Fund stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 49 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q2 2025 and 32 closed out, a net change of +17 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q2 2025 was Great Valley Advisor Group, an estimated $80.6M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q2 2025 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2025.