Pimco Total Return ETF (BOND) Institutional Ownership

$89.34
-0.22 (-0.25%)
(As of 02:58 PM ET)

Institutional Ownership Changes (13F Filings) for Pimco Total Return ETF (NYSEARCA:BOND)

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$638.41M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$213.85M
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BOND Institutional Buying and Selling by Quarter

Pimco Total Return ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Simplicity Wealth LLC120,647$11.08M0.3%N/A0.262%
4/24/2024Avitas Wealth Management LLC14,179$1.30M0.2%+3.4%0.031%
4/24/2024Essex Financial Services Inc.13,688$1.26M0.1%+41.0%0.030%
4/23/2024 Lunt Capital Management Inc.28,728$2.64M1.3%+7.1%0.062%
4/23/2024 Global Retirement Partners LLC8,129$747K0.0%+46.5%0.018%
4/23/2024 Twin Peaks Wealth Advisors LLC6,812$626K0.3%+19.9%0.015%
4/23/2024 Nations Financial Group Inc. IA ADV53,688$4.93M0.4%+3.1%0.117%
4/23/2024 Strategic Blueprint LLC5,010$460K0.0%-8.1%0.011%
4/23/2024 Raymond James Financial Services Advisors Inc.305,809$28.09M0.0%+9.3%0.665%
4/22/2024 Rovin Capital UT ADV14,902$1.37M0.6%-4.4%0.032%
4/22/2024 PFG Investments LLC6,017$553K0.0%+153.3%0.013%
4/22/2024 Raymond James & Associates350,783$32.22M0.0%+15.7%0.763%
4/22/2024 MBL Wealth LLC4,679$430K0.0%+16.6%0.010%
4/22/2024 Beacon Financial Planning Inc.24,720$2.27M1.6%-2.5%0.054%
4/22/2024 Edge Financial Advisors LLC12,887$1.17M1.0%N/A0.028%
4/22/2024 Strategic Advisors LLC44,992$4.13M0.8%N/A0.098%
4/19/2024 FORVIS Wealth Advisors LLC13,487$1.24M0.0%-4.7%0.029%
4/19/2024 ZRC Wealth Management LLC1,795$165K0.1%-26.4%0.004%
4/19/2024 Cornerstone Wealth Management LLC93,861$8.62M0.7%-1.1%0.204%
4/19/2024 Kovack Advisors Inc.10,183$935K0.1%N/A0.022%
4/19/2024 Hudson Capital Management LLC294,572$27.06M9.3%+14.0%0.641%
4/19/2024 Westside Investment Management Inc.13,651$1.25M0.3%+1.5%0.030%
4/19/2024 Valley National Advisers Inc.159,662$14.67M2.2%+9.8%0.347%
4/18/2024 Summit Investment Advisory Services LLC4,174$383K0.2%-21.2%0.009%
4/18/2024 Colton Groome Financial Advisors LLC7,019$645K0.3%-10.7%0.015%
4/18/2024 Kowal Investment Group LLC21,457$1.97M0.4%-2.3%0.047%
4/18/2024 Aviance Capital Partners LLC48,464$4.45M0.7%+1.6%0.105%
4/18/2024 Advisory Services & Investments LLC44,750$4.11M2.8%-17.5%0.097%
4/17/2024 Physician Wealth Advisors Inc.8,591$765K0.2%+6.9%0.021%
4/17/2024 Founders Financial Securities LLC83,363$7.66M0.8%-19.6%0.208%
4/17/2024 Vicus Capital119,202$10.95M1.0%+5.3%0.297%
4/17/2024 Romano Brothers AND Company4,595$422K0.1%+58.7%0.011%
4/16/2024 Total Investment Management Inc.50,497$4.64M0.6%+11.3%0.126%
4/16/2024 Norway Savings Bank60,023$5.51M2.3%-1.1%0.150%
4/16/2024 Bouvel Investment Partners LLC77,608$7.13M3.1%-3.2%0.194%
4/16/2024 Wealth Enhancement Advisory Services LLC147,860$13.58M0.0%-8.5%0.369%
4/16/2024 Procyon Advisors LLC11,610$1.07M0.1%+1.5%0.029%
4/15/2024 Affiance Financial LLC28,282$2.60M0.7%+54.2%0.071%
4/15/2024 Brookstone Capital Management70,741$6.50M0.1%+21.8%0.177%
4/15/2024 Kwmg LLC119,289$10.96M1.2%+4.8%0.298%
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11/13/2023Kestra Advisory Services LLC81,741$7.19M0.1%+912.5%0.204%
8/21/2023Osaic Holdings Inc.1,283,824$117.61M0.2%+273.4%3.204%
8/18/2023Addison Capital Co5,476$501K0.4%-5.0%0.014%
8/17/2023 Vicus Capital99,871$9.15M0.9%+2.6%0.249%
8/17/2023Orion Portfolio Solutions LLC1,458,403$133.62M1.4%+98.6%3.640%
8/16/2023TD Capital Management LLC73,276$6.71M0.8%+119.1%0.183%
8/16/2023CreativeOne Wealth LLC77,582$7.11M0.3%+6.5%0.194%
8/15/2023Horizon Investments LLC463,142$42.15M1.2%-14.3%1.156%
8/14/2023Mercer Global Advisors Inc. ADV525,986$48.19M0.2%-31.3%1.313%
8/14/20231620 Investment Advisors Inc.8,900$815K0.9%-4.8%0.022%
8/14/2023Orion Portfolio Solutions LLC704,613$133.62M1.4%-4.0%1.758%
8/14/2023GM Advisory Group Inc.114,982$10.54M0.9%+4.5%0.287%
8/14/2023Sowell Financial Services LLC113,233$10.37M0.6%+86.8%0.283%
8/14/2023IFP Advisors Inc20,575$1.89M0.1%+5.6%0.051%
8/14/2023Perennial Investment Advisors LLC6,972$639K0.1%+9.4%0.017%
8/14/2023Bleakley Financial Group LLC81,531$7.47M0.2%+7.9%0.203%
8/14/2023Asset Management Group Inc.13,762$1.26M0.3%+1.0%0.034%
8/14/2023Snowden Capital Advisors LLC11,364$1.04M0.0%+12.2%0.028%
8/11/2023Cibc World Market Inc.38,086$3.49M0.0%+4.6%0.095%
8/11/2023Baird Financial Group Inc.35,496$3.25M0.0%+1.4%0.089%
8/11/2023Visionary Wealth Advisors78,550$7.20M0.6%+32.5%0.196%
8/11/2023 Founders Financial Securities LLC89,626$8.21M1.1%+29.3%0.224%
8/11/2023Kestra Advisory Services LLC8,073$740K0.0%-10.1%0.020%
8/11/2023Flaharty Asset Management LLC326,144$29.88M5.1%+2.1%0.814%
8/11/2023JPMorgan Chase & Co.247,936$22.72M0.0%+20.1%0.619%
8/11/2023PNC Financial Services Group Inc.53,652$4.92M0.0%+3.1%0.134%
8/10/2023Osaic Holdings Inc.1,283,824$117.61M0.2%+273.4%3.204%
8/10/2023GeoWealth Management LLC168,899$15.48M1.7%-48.8%0.422%
8/10/2023Hollencrest Capital Management28,289$2.59M0.3%-0.6%0.071%
8/10/2023Commonwealth Equity Services LLC183,292$16.79M0.0%+6.1%0.457%
8/10/2023Cary Street Partners Asset Management LLC2,728$250K0.0%-14.4%0.007%
8/10/2023HCR Wealth Advisors17,458$1.60M0.3%-10.1%0.044%
8/10/2023Private Advisor Group LLC53,896$4.94M0.0%+26.5%0.135%
8/10/2023Cetera Advisors LLC16,521$1.51M0.0%-15.1%0.041%
8/10/2023Meitav Investment House Ltd.1,010$92K0.0%N/A0.003%
8/10/2023Cetera Advisor Networks LLC202,678$18.57M0.1%+12.7%0.506%
8/10/2023Cardinal Point Capital Management ULC151,729$13.90M4.2%-49.0%0.379%
8/10/2023AlphaCore Capital LLC362$33K0.0%+74.9%0.001%
8/10/2023Cetera Investment Advisers53,302$4.88M0.0%+13.2%0.133%
8/9/2023Dudley Capital Management LLC21,305$1.95M1.3%-1.9%0.053%
8/9/2023 Kingswood Wealth Advisors LLC3,432$314K0.1%N/A0.009%
8/9/2023Precision Wealth Strategies LLC15,638$1.43M2.3%+205.4%0.039%
8/9/2023Spotlight Asset Group Inc.1,923$176K0.2%-42.0%0.005%
8/9/2023Financial Gravity Asset Management Inc.18,233$1.67M0.0%+3.4%0.046%
8/9/2023Sumitomo Mitsui Financial Group Inc.21,373$1.96M0.1%-2.3%0.053%
8/9/2023 Rovin Capital UT ADV23,293$2.13M1.0%-18.6%0.058%
8/8/2023Geneos Wealth Management Inc.43,928$4.03M0.2%+7.8%0.110%
8/8/20239258 Wealth Management LLC3,249$298K0.1%-34.3%0.008%
8/8/20233D L Capital Management LLC204,290$18.72M5.4%-18.0%0.510%
8/8/2023 FORVIS Wealth Advisors LLC15,143$1.39M0.0%-37.3%0.038%
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8/8/2023Wilbanks Smith & Thomas Asset Management LLC44,156$4.05M0.1%+94.4%0.110%
8/8/2023Focused Wealth Management Inc9,533$873K0.2%-1.4%0.024%
8/7/2023LWM Advisory Services LLC24,962$2.29M2.4%+7.4%0.062%
8/7/2023Gould Asset Management LLC CA57,937$5.31M1.5%+2.9%0.145%
8/7/2023Vestmark Advisory Solutions Inc.27,198$2.49M0.1%N/A0.068%
8/4/2023Parallel Advisors LLC62,686$5.74M0.2%-15.7%0.171%
8/4/2023Envestnet Asset Management Inc.1,399,693$128.24M0.1%+12.4%3.811%
8/4/2023 Aviance Capital Partners LLC57,167$5.24M1.1%-0.8%0.156%
8/4/2023D Orazio & Associates Inc.104,841$9.61M2.2%-4.4%0.285%
8/4/2023Atria Investments Inc25,915$2.37M0.0%+12.8%0.071%
(Data available from 1/1/2016 forward)

BOND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOND shares?

During the previous two years, 408 institutional investors and hedge funds held shares of Pimco Total Return ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($171.78B), CWM LLC ($169.34M), Orion Portfolio Solutions LLC ($133.62M), Envestnet Asset Management Inc. ($128.24M), B. Riley Wealth Management Inc. ($117.99M), Osaic Holdings Inc. ($117.61M), and Halbert Hargrove Global Advisors LLC ($101.20M).Learn more on BOND's institutional investors.

Which institutional investors have been buying Pimco Total Return ETF stock?

Of the 329 institutional investors that purchased Pimco Total Return ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Osaic Holdings Inc. ($1.88M), CWM LLC ($1.06M), Orion Portfolio Solutions LLC ($741.21K), Ferguson Shapiro LLC ($596.84K), Essential Planning LLC. ($467.93K), Envestnet Asset Management Inc. ($436.44K), and Captrust Financial Advisors ($416.88K).

How much institutional buying is happening at Pimco Total Return ETF?

Institutional investors have bought a total of 14,976,379 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Which Pimco Total Return ETF major shareholders have been selling company stock?

Of the 266 institutional investors that sold Pimco Total Return ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($666.18K), Envestnet Asset Management Inc. ($505.62K), Focused Wealth Management Inc ($466.08K), Your Advocates Ltd. LLP ($366.66K), Fragasso Group Inc. ($307.90K), Mercer Global Advisors Inc. ADV ($280.69K), and Cardinal Point Wealth Management Partners LLC ($261.58K).

How much institutional selling is happening at Pimco Total Return ETF?

Institutional investors have sold a total of 9,799,638 shares in the last 24 months. This volume of shares sold represents approximately $919.31M in transactions.


This page (NYSEARCA:BOND) was last updated on 4/24/2024 by MarketBeat.com Staff

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