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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

225 hedge funds and large institutions have $895M invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
5.16%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
17
Calls
$302K
Puts
$865K
Net Calls
-$563K
Net Calls Change
+$317K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$25.8M
2
JCM
Janney Capital Management
Pennsylvania
+$10.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.9M
4
QA
Quantitative Advantage
Minnesota
+$8.52M
5
RMC
Regis Management Company
California
+$6.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
FFWA
FRG Family Wealth Advisors
Washington
-$8.62M
3
Bank of America
Bank of America
North Carolina
-$7.58M
4
RJA
Raymond James & Associates
Florida
-$2.96M
5
SCA
Stokes Capital Advisors
South Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
76
Winthrop Partners - WNY
New York
$1.57M +$112K +1,081 +8%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$1.51M +$149K +1,425 +11%
RWP
78
RWA Wealth Partners
Massachusetts
$1.46M -$2.38M -22,868 -62%
WIM
79
Westside Investment Management
California
$1.46M +$147K +1,417 +11%
BAC
80
Boys Arnold & Co
North Carolina
$1.42M -$74.1K -720 -5%
BHB
81
Bank Hapoalim BM
Israel
$1.41M – – –
WS
82
Wedbush Securities
California
$1.41M -$8.24K -79 -0.6%
GAM
83
Gould Asset Management
California
$1.36M +$135K +1,295 +11%
VIM
84
Vista Investment Management
Pennsylvania
$1.34M +$53.1K +510 +4%
GRP
85
Global Retirement Partners
California
$1.28M +$165K +1,580 +15%
FFWA
86
FRG Family Wealth Advisors
Washington
$1.27M -$8.62M -82,748 -87%
LP
87
LGL Partners
Pennsylvania
$1.19M – – –
GI
88
Glovista Investments
New Jersey
$1.16M – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$1.14M +10,980 +9,466%
OCM
90
One Capital Management
California
$1.15M -$20.1K -193 -2%
CC
91
Callan Capital
California
$1.15M +$3.23K +31 +0.3%
FA
92
FDx Advisors
Illinois
$1.14M +$184K +1,768 +19%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$1.13M +$442K +4,232 +64%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$1.12M – – –
SBL
95
Sargent Bickham Lagudis
Colorado
$987K -$205K -1,971 -17%
CF
96
Centaurus Financial
California
$923K +$923K +8,853 New
KA
97
Kovack Advisors
Florida
$875K -$21.9K -210 -2%
KeyBank National Association
98
KeyBank National Association
Ohio
$858K – – –
BA
99
Boston Advisors
Massachusetts
$848K -$229K -2,200 -21%
PC
100
Palo Capital
California
$823K +$823K +7,895 New
2 3
4
5 6