BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+14
Holders Change %
+6.01%
% of All Funds
5.35%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
42
Increased
91
Reduced
70
Closed
24
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$958K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$74.5M
2
RMC
Regis Management Company
California
+$34.4M
3
KFA
Kays Financial Advisory
Georgia
+$22.3M
4
FIG
FundX Investment Group
California
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$87.2M
2
SMM
Stadion Money Management
Georgia
-$65.7M
3
PA
Pinnacle Associates
New York
-$7.16M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$21K – – –
DAM
227
Delta Asset Management
Tennessee
$20K – – –
Fidelity Investments
228
Fidelity Investments
Massachusetts
$18K -$635 -6 -3%
LFG
229
LifePlan Financial Group
Ohio
$17K – – –
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$17K +$17K +161 New
LGWM
231
Litman Gregory Wealth Management
California
$16K -$64.6K -606 -80%
NSIM
232
North Star Investment Management
Illinois
$13K – – –
WT
233
Whittier Trust
California
$13K – – –
TFGT
234
TS Financial Group (TSFG)
Illinois
$13K +$13K +121 New
FNC
235
First National Corp
Massachusetts
$11K – – –
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$11K +$11K +107 New
JFA
237
JNBA Financial Advisors
Minnesota
$5K -$6.86K -70 -58%
ME
238
McIlrath & Eck
Washington
$5K +$5K +45 New
CF
239
Centaurus Financial
California
$4.9K -$28 -3 -0.6%
RFC
240
Regions Financial Corp
Alabama
$4K – – –
RCA
241
Rowland Carmichael Advisors
Arizona
$4K – – –
PA
242
Parallel Advisors
California
$3K -$26.9K -233 -90%
BHWM
243
Bay Harbor Wealth Management
Maryland
$3K – – –
GWS
244
Glassman Wealth Services
Virginia
$2K – – –
FFW
245
Fusion Family Wealth
New York
$2K – – –
TA
246
TCG Advisors
Texas
$2K +$2K +20 New
GSC
247
G&S Capital
Colorado
$1K -$1.62K -21 -62%
JCM
248
Janney Capital Management
Pennsylvania
– -$87.2M -848,120 Closed
SMM
249
Stadion Money Management
Georgia
– -$65.7M -638,899 Closed
MAU
250
MRA Associates USA
Arizona
– -$2.98M -28,902 Closed
7 8 9
10
11