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PIMCO Active Bond Exchange-Traded Fund
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Overview Fund Activity

193 hedge funds and large institutions have $876M invested in PIMCO Active Bond Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
27
Increased
54
Reduced
70
Closed
17
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$4.17M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$25M
2
SGI
2
Swan Global Investments
Colorado
$13.1M
3
FIM
3
Freedom Investment Management
Connecticut
$42M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.24M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
BAAM
3
Baker Avenue Asset Management
California
$561K
4
LPL Financial
4
LPL Financial
California
$62.1M
5
SC
5
Scotia Capital
Ontario, Canada
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$595K +$595K +5,639 New
GAM
102
Gould Asset Management
California
$586K +$40.1K +380 +7%
AI
103
Atria Investments
North Carolina
$583K +$56.1K +532 +11%
MCTIC
104
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$569K -$588K – –
BAAM
105
Baker Avenue Asset Management
California
$561K -$10.7M -101,202 -95%
HWP
106
Hefty Wealth Partners
Indiana
$555K +$13.4K +127 +2%
EWM
107
Edge Wealth Management
New York
$501K +$501K +4,750 New
HCM
108
Hengehold Capital Management
Ohio
$493K +$26.4K +250 +6%
LIM
109
Leavell Investment Management
Alabama
$490K -$553K -5,240 -53%
EWA
110
Exencial Wealth Advisors
Oklahoma
$483K +$483K +4,579 New
OC
111
Oppenheimer & Co
New York
$475K -$199K -1,891 -30%
PTC
112
Private Trust Company
Ohio
$459K – – –
CWM
113
Concert Wealth Management
California
$448K +$188K +1,778 +72%
DAC
114
Dividend Assets Capital
South Carolina
$441K +$112K +1,064 +34%
FPFS
115
First Personal Financial Services
North Carolina
$415K -$152K -1,440 -27%
FAM
116
Formidable Asset Management
Ohio
$405K +$50K +475 +14%
CAM
117
Cubic Asset Management
Massachusetts
$398K – – –
CD
118
Carl Domino
Florida
$398K – – –
CA
119
Cambridge Advisors
Nebraska
$393K – – –
RIA
120
Regal Investment Advisors
Michigan
$390K +$89.2K +845 +30%
LGWM
121
Litman Gregory Wealth Management
California
$389K +$389K +3,691 New
LWAC
122
Laurel Wealth Advisors (California)
California
$389K +$389K +3,691 New
DOA
123
D'Orazio & Associates
Virginia
$381K -$105 -1 -0%
CAN
124
Cetera Advisor Networks
California
$380K -$3.29K -31 -0.9%
ICAS
125
Investors Capital Advisory Services
Massachusetts
$377K -$54.5K -518 -13%
3 4
5
6 7