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PIMCO Active Bond Exchange-Traded Fund

501 hedge funds and large institutions have $5.44B invested in PIMCO Active Bond Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 247 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 21

98% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 125

28% more funds holding in top 10

Funds holding in top 10: 3950 (+11)

18% more capital invested

Capital invested by funds: $4.62B → $5.44B (+$818M)

10% more funds holding

Funds holding: 455501 (+46)

1.74% more ownership

Funds ownership: 77.95%79.69% (+1.7%)

Holders
501
Holders Change
+46
Holders Change %
+10.11%
% of All Funds
6.1%
Holding in Top 10
50
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.21%
% of All Funds
0.61%
New
78
Increased
247
Reduced
125
Closed
21
Calls
$2.1M
Puts
Net Calls
+$2.1M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$386M +$16.6M +177,815 +4%
Morgan Stanley
2
Morgan Stanley
New York
$315M +$39.3M +419,755 +14%
LPL Financial
3
LPL Financial
California
$270M +$55M +587,532 +25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$196M -$2.2M -23,488 -1%
Wells Fargo
5
Wells Fargo
California
$185M +$35.7M +381,305 +24%
Osaic Holdings
6
Osaic Holdings
Arizona
$154M -$1.52M -16,281 -1%
TA
7
Tectonic Advisors
Texas
$148M +$1.17M +12,520 +0.8%
OIA
8
OneDigital Investment Advisors
Kansas
$144M +$11.2M +119,828 +8%
AWM
9
AE Wealth Management
Kansas
$138M +$44.7M +477,930 +48%
Bank of America
10
Bank of America
North Carolina
$135M +$21M +224,764 +18%
KOC
11
Koss-Olinger Consulting
Florida
$122M +$61.7M +659,320 +100%
GVAG
12
Great Valley Advisor Group
Delaware
$104M +$10.7M +114,890 +11%
NA
13
NewEdge Advisors
Louisiana
$98.2M +$6.76M +72,230 +7%
Raymond James Financial
14
Raymond James Financial
Florida
$94.7M +$37.6M +401,865 +65%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$87.9M +$10.7M +114,401 +14%
UBS Group
16
UBS Group
Switzerland
$82.8M +$7M +74,794 +9%
VIA
17
Vickerman Investment Advisors
Washington
$72.3M +$8.72M +93,160 +14%
CW
18
CreativeOne Wealth
Kansas
$71.9M +$6.24M +66,696 +9%
JP Morgan Chase
19
JP Morgan Chase
New York
$71.3M +$5.34M +57,091 +8%
WA
20
Waverly Advisors
Alabama
$59.7M +$38.6M +412,801 +181%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$59.1M +$18.9M +201,738 +47%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$59.1M +$8.02M +85,742 +16%
SHGA
23
Sand Hill Global Advisors
California
$58.1M +$8.65M +92,511 +17%
BWS
24
Buck Wealth Strategies
Colorado
$54.1M +$15.7M +167,632 +41%
CIA
25
Concurrent Investment Advisors
Florida
$51.9M +$4.97M +53,075 +11%