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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 %
AG
26
Advisor Group
Arizona
$10.3M +$258K +2,445 +3%
FM
27
Family Management
New York
$10M -$1.22M -11,532 -11%
BRWM
28
B. Riley Wealth Management
Tennessee
$9.93M +$9.93M +94,060 New
PI
29
PHH Investments
Texas
$9.12M -$801K -7,587 -8%
FIM
30
Frontier Investment Management
Texas
$8.85M -$324K -3,070 -4%
HI
31
Horizon Investments
North Carolina
$8.76M +$8.76M +83,476 New
QA
32
Quantitative Advantage
Minnesota
$8.67M +$340K +3,223 +4%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$8.34M +$7.8M +73,945 +1,450%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$7.72M +$3.36M +31,799 +77%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$7.44M +$807K +7,659 +12%
HCM
36
Hudson Capital Management
New Jersey
$7.01M +$1.23M +11,613 +21%
Renaissance Technologies
37
Renaissance Technologies
New York
$6.98M +$6.98M +66,100 New
GWM
38
Geneos Wealth Management
Colorado
$5.88M +$3.35M +31,738 +132%
HCM
39
Hollencrest Capital Management
California
$5.86M -$423K -4,008 -7%
HIM
40
Hanlon Investment Management
New Jersey
$5.76M +$5.76M +54,564 New
SA
41
Strategic Advisors
New York
$5.67M -$2.85K -27 -0.1%
PIM
42
Parker Investment Management
California
$5.45M +$5.45M +51,627 New
HFS
43
HL Financial Services
Kentucky
$4.33M +$209K +1,980 +5%
BWM
44
BerganKDV Wealth Management
Minnesota
$4.32M +$732K +6,934 +20%
SCA
45
Stokes Capital Advisors
South Carolina
$4.2M +$762K +7,219 +22%
MBTD
46
Mechanics Bank - Trust Department
California
$4.14M +$157K +1,490 +4%
CAL
47
Capital Analysts LLC
Pennsylvania
$4.01M +$276K +2,620 +7%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.92M +$819K +7,764 +26%
DWM
49
Destination Wealth Management
California
$3.84M -$1.65M -15,650 -30%
Citadel Advisors
50
Citadel Advisors
Florida
$3.64M +$3.64M +34,453 New
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