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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

203 hedge funds and large institutions have $1.12B invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
5.87%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
21
Increased
87
Reduced
59
Closed
19
Calls
$10.6M
Puts
$480K
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$20M
3
Bank of America
3
Bank of America
North Carolina
$83.7M
4
NIM
4
Northeast Investment Management
Massachusetts
$11.4M
5
Jane Street
5
Jane Street
New York
$11.3M

Top Sellers

1
IAS
1
INR Advisory Services
Pennsylvania
$1.69M
2
AAS
2
Annex Advisory Services
Wisconsin
$2.22M
3
Goldman Sachs
3
Goldman Sachs
New York
$373K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$1.95M +$178K +1,665 +10%
HK
77
Horizon Kinetics
New York
$1.88M -$167K -1,565 -8%
BHB
78
Bank Hapoalim BM
Israel
$1.78M -$118K -670 -6%
IAS
79
INR Advisory Services
Pennsylvania
$1.69M -$47.5M -445,105 -97%
SFG
80
Sage Financial Group
Pennsylvania
$1.67M +$21.3K +200 +1%
NPC
81
National Planning Corporation
California
$1.65M +$655K +6,155 +66%
CIA
82
Choate Investment Advisors
Massachusetts
$1.63M +$1.42M +13,345 +688%
PWW
83
Pettyjohn Wood & White
Virginia
$1.62M -$80K -750 -5%
F
84
Filament
Washington
$1.6M – – –
PVH
85
Psagot Value Holdings
Israel
$1.57M -$262K -2,457 -14%
OAM
86
Occidental Asset Management
California
$1.57M +$1.57M +14,670 New
WS
87
Wedbush Securities
California
$1.56M +$181K +1,702 +13%
1IC
88
1919 Investment Counsel
Maryland
$1.55M +$28.3K +265 +2%
SCA
89
Salient Capital Advisors
Texas
$1.47M +$77.2K +724 +6%
MFS
90
MSI Financial Services
Massachusetts
$1.45M -$80.5K -755 -5%
Stifel Financial
91
Stifel Financial
Missouri
$1.42M +$1.42M +13,322 New
BCM
92
Brookstone Capital Management
Illinois
$1.34M +$72K +675 +6%
EAM
93
Evanson Asset Management
California
$1.27M -$234K -2,194 -16%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.25M +$705K +6,613 +130%
ICAS
95
Investors Capital Advisory Services
Massachusetts
$1.24M -$317K -2,972 -20%
DWM
96
Destination Wealth Management
California
$1.24M – – –
IH
97
IFC Holdings
Florida
$1.2M -$25.2K -236 -2%
DOA
98
D'Orazio & Associates
Virginia
$1.17M -$372K -3,517 -24%
HI
99
Horizon Investments
North Carolina
$1.16M -$171K -1,607 -13%
OC
100
Oppenheimer & Co
New York
$1.16M +$913K +8,554 +370%
2 3
4
5 6