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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.23%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
–
Net Calls
+$361K
Net Calls Change
+$924K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$185M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$13.3M
3
PSUF
3
People's United Financial
Connecticut
$6.91M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.1M

Top Sellers

1
PAMG
1
Patton Albertson Miller Group
Tennessee
$7.03M
2
PAG
2
Private Advisor Group
New Jersey
$1.99M
3
CA
3
Cetera Advisors
Colorado
$1.67M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$969K
5
RMC
5
Regis Management Company
California
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$738K -$375K -3,638 -34%
BHB
102
Bank Hapoalim BM
Israel
$712K – – –
PTC
103
Private Trust Company
Ohio
$698K -$7.62K -74 -1%
GIP
104
Greatmark Investment Partners
Georgia
$683K +$16.6K +161 +2%
CA
105
Calton & Associates
Florida
$680K -$10.2K -99 -1%
UCFA
106
United Capital Financial Advisors
Texas
$620K -$8.15K -79 -1%
HCM
107
Hengehold Capital Management
Ohio
$613K +$103K +1,000 +20%
HWA
108
HCR Wealth Advisors
California
$588K -$102K -990 -15%
SBIA
109
Sheaff Brock Investment Advisors
Indiana
$582K – – –
EWA
110
EP Wealth Advisors
California
$578K +$578K +5,610 New
BL
111
BFSG LLC
California
$571K -$39.6K -384 -6%
B
112
Bridgeworth
Alabama
$561K -$54.1K -525 -9%
AC
113
Alexandria Capital
Virginia
$561K -$2.06K -20 -0.4%
EAM
114
Evanson Asset Management
California
$543K +$4.23K +41 +0.8%
BTS
115
BB&T Securities
Virginia
$515K +$3.81K +37 +0.7%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$504K +$127K +1,233 +34%
PC
117
Palo Capital
California
$500K -$313K -3,040 -39%
BIA
118
BHK Investment Advisors
Alabama
$488K +$488K +4,732 New
IA
119
IFP Advisors
Florida
$476K -$47.2K -458 -9%
SBL
120
Sargent Bickham Lagudis
Colorado
$473K -$503K -4,883 -52%
SCM
121
SOL Capital Management
Maryland
$464K – – –
FFWA
122
FRG Family Wealth Advisors
Washington
$425K -$827K -8,024 -66%
SCA
123
Snowden Capital Advisors
New York
$424K +$424K +4,111 New
EHPM
124
Emery Howard Portfolio Management
California
$419K +$97.4K +946 +30%
APSP
125
Asset Planning Services (Pennsylvania)
Pennsylvania
$416K +$3.82K +37 +0.9%
3 4
5
6 7