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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 %
NFG
101
Next Financial Group
Texas
$795K +$392K +3,756 +97%
SFS
102
Sowell Financial Services
Arkansas
$738K -$1.81M -17,661 -71%
PTC
103
Private Trust Company
Ohio
$714K -$12.5K -120 -2%
CA
104
Calton & Associates
Florida
$701K -$835 -8 -0.1%
HWA
105
HCR Wealth Advisors
California
$698K +$108K +1,032 +18%
GIP
106
Greatmark Investment Partners
Georgia
$674K -$55.2K -530 -8%
MWM
107
Marietta Wealth Management
Georgia
$635K -$189K -1,813 -23%
UCFA
108
United Capital Financial Advisors
Texas
$635K +$5.21K +50 +0.8%
BL
109
BFSG LLC
California
$617K -$3.44K -33 -0.6%
B
110
Bridgeworth
Alabama
$615K +$615K +5,973 New
NSB
111
Norway Savings Bank
Maine
$613K +$603K +5,775 +5,775%
SBIA
112
Sheaff Brock Investment Advisors
Indiana
$589K – – –
AC
113
Alexandria Capital
Virginia
$570K -$7.82K -75 -1%
WAG
114
Winthrop Advisory Group
Massachusetts
$546K -$28.5K -278 -5%
EAM
115
Evanson Asset Management
California
$545K +$3.23K +31 +0.6%
IA
116
IFP Advisors
Florida
$538K – – –
BTS
117
BB&T Securities
Virginia
$517K -$75.2K -722 -13%
HCM
118
Hengehold Capital Management
Ohio
$516K +$208 +2 +0%
DAS
119
Dynamic Advisor Solutions
Arizona
$508K +$115K +1,103 +29%
NFG
120
Nations Financial Group
Iowa
$485K +$10.8K +104 +2%
Citigroup
121
Citigroup
New York
$471K -$27.5K -264 -6%
SCM
122
SOL Capital Management
Maryland
$469K +$469K +4,500 New
FA
123
FCG Advisors
New Jersey
$434K -$1.67K -16 -0.4%
CCM
124
Colorado Capital Management
Colorado
$434K +$434K +4,163 New
CC
125
Cedar Capital
Illinois
$426K – – –
3 4
5
6 7