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PIMCO Active Bond Exchange-Traded Fund
BOND

455 hedge funds and large institutions have $4.62B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 217 increasing their positions, 151 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 151

5% more capital invested

Capital invested by funds: $4.4B → $4.62B (+$223M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0.16% less ownership

Funds ownership: 78.11% → 77.95% (-0.16%)

3% less funds holding

Funds holding: 467 → 455 (-12)

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
455
Holders Change
-12
Holders Change %
-2.57%
% of All Funds
5.97%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
26
Increased
217
Reduced
151
Closed
26
Calls
$1.4M
Puts
–
Net Calls
+$1.4M
Net Calls Change
+$1.12M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$30.2M
3
LPL Financial
LPL Financial
California
+$21.4M
4
OPAM
Ocean Park Asset Management
California
+$18.8M
5
Wells Fargo
Wells Fargo
California
+$17.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$19.9M
2
YAL
Your Advocates Ltd
Texas
-$19.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.2M
4
UBS Group
UBS Group
Switzerland
-$12M
5
MHS
M Holdings Securities
Oregon
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$371M +$10M +108,520 +3%
Morgan Stanley
2
Morgan Stanley
New York
$276M +$14.6M +158,765 +6%
LPL Financial
3
LPL Financial
California
$215M +$21.4M +231,794 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$198M -$5.21M -56,427 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$156M -$4.5M -48,767 -3%
Wells Fargo
6
Wells Fargo
California
$150M +$17.6M +190,980 +14%
TA
7
Tectonic Advisors
Texas
$147M -$1.99M -21,557 -1%
OIA
8
OneDigital Investment Advisors
Kansas
$134M +$9.53M +103,252 +8%
Bank of America
9
Bank of America
North Carolina
$115M +$13.6M +146,863 +14%
AWM
10
AE Wealth Management
Kansas
$93.7M +$17.2M +186,462 +23%
GVAG
11
Great Valley Advisor Group
Delaware
$93.4M +$10.7M +115,486 +13%
NA
12
NewEdge Advisors
Louisiana
$91.8M +$8.92M +96,712 +11%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$77.4M +$34.5M +374,102 +82%
UBS Group
14
UBS Group
Switzerland
$76M -$12M -129,714 -14%
JP Morgan Chase
15
JP Morgan Chase
New York
$66.2M +$2.83M +30,659 +5%
CW
16
CreativeOne Wealth
Kansas
$65.8M -$4.28M -46,333 -6%
VIA
17
Vickerman Investment Advisors
Washington
$63.8M +$3.92M +42,451 +7%
KOC
18
Koss-Olinger Consulting
Florida
$60.5M -$276K -2,994 -0.5%
Raymond James Financial
19
Raymond James Financial
Florida
$57.4M +$11.9M +128,511 +26%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$51.3M -$2.25M -24,367 -4%
SHGA
21
Sand Hill Global Advisors
California
$49.7M +$88.1K +955 +0.2%
CIA
22
Concurrent Investment Advisors
Florida
$47.1M +$1.35M +14,665 +3%
HWM
23
Heirloom Wealth Management
Colorado
$45M +$3.71M +40,231 +9%
Stifel Financial
24
Stifel Financial
Missouri
$40.9M +$2.5M +27,119 +7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$40.9M -$295K -3,194 -0.7%
1
2 3 4 5

BOND Hedge Fund Activity: Q3 2025 in Review

455 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2025, worth a combined $4.62B — up 5.1% from $4.4B a quarter earlier.

Fund positioning in BOND was balanced in Q3 2025: 26 funds opened new positions, 26 closed out, 217 added to existing stakes and 151 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $34.5M. The largest seller was Jane Street, exiting entirely with an estimated $19.9M sold.

  • 455 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2025, down from 467 in Q2 2025.
  • Funds reported $4.62B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 26 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2025 and 26 closed out, a net change of 0 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $34.5M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2025 was Jane Street, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2025.