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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 %
SPIA
51
Steward Partners Investment Advisory
New York
$3.64M +$649K +6,146 +22%
CAN
52
Cetera Advisor Networks
California
$3.57M +$225K +2,142 +7%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$3.57M +$1.16M +10,957 +48%
QCMC
54
Quantum Capital Management (California)
California
$3.45M +$1.14M +10,784 +49%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$3.34M +$3.34M +31,680 New
SIM
56
Stratos Investment Management
Ohio
$3.31M +$3.31M +31,339 New
LP
57
LGL Partners
Pennsylvania
$3.29M -$4.01K -38 -0.1%
CA
58
Cetera Advisors
Colorado
$3.21M +$431K +4,089 +16%
PAMG
59
Patton Albertson Miller Group
Tennessee
$3.19M -$122K -1,156 -4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.99M -$377K -3,574 -11%
WPW
61
Winthrop Partners - WNY
New York
$2.93M +$1.25M +11,957 +75%
APA
62
American Portfolios Advisors
New York
$2.92M -$4.64K -44 -0.2%
GRP
63
Global Retirement Partners
California
$2.91M +$291K +2,756 +11%
PAM
64
Peak Asset Management
Colorado
$2.86M +$9.71K +92 +0.3%
FHC
65
First Heartland Consultants
Missouri
$2.78M +$2.78M +26,383 New
LSAG
66
Lake Street Advisors Group
New Hampshire
$2.77M -$1.26M -11,975 -31%
WCM
67
Weik Capital Management
Pennsylvania
$2.72M -$15.7K -149 -0.6%
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$2.64M -$2.81M -26,635 -52%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2.63M +$102K +970 +4%
SWM
70
SVA Wealth Management
Wisconsin
$2.56M -$685K -6,494 -21%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.48M -$15.2K -144 -0.6%
PAG
72
Private Advisor Group
New Jersey
$2.28M -$246K -2,334 -10%
WA
73
Winfield Associates
Ohio
$2.19M +$9.5K +90 +0.4%
AMG
74
Asset Management Group
Connecticut
$2.14M +$21.4K +203 +1%
PFA
75
Paradigm Financial Advisors
Missouri
$2.13M -$77.5K -734 -4%
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