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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+14
Holders Change %
+6.01%
% of All Funds
5.35%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
42
Increased
91
Reduced
70
Closed
24
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$958K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$74.5M
2
RMC
Regis Management Company
California
+$34.4M
3
KFA
Kays Financial Advisory
Georgia
+$22.3M
4
FIG
FundX Investment Group
California
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$87.2M
2
SMM
Stadion Money Management
Georgia
-$65.7M
3
PA
Pinnacle Associates
New York
-$7.16M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Boston Advisors
Massachusetts
$1.08M +$14.8K +140 +1%
WWM
102
Western Wealth Management
Colorado
$1.06M -$423K -4,017 -28%
NFG
103
Nations Financial Group
Iowa
$1.06M +$7.92K +75 +0.8%
PFM
104
Peak Financial Management
Massachusetts
$993K -$244K -2,316 -20%
BIA
105
BHK Investment Advisors
Alabama
$947K -$8.55K -81 -0.9%
PA
106
Planning Alternatives
Michigan
$942K +$11.6K +110 +1%
BAC
107
Boys Arnold & Co
North Carolina
$936K +$26.4K +250 +3%
IP
108
Intellectus Partners
California
$903K +$903K +8,556 New
FA
109
FDx Advisors
Illinois
$883K +$883K +8,366 New
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$841K -$17.6K -167 -2%
BWL
111
Bogart Wealth LLC
Virginia
$820K +$789K +7,480 +2,553%
HW
112
Hamilton Wealth
California
$761K +$761K +7,209 New
GIP
113
Greatmark Investment Partners
Georgia
$720K +$18.5K +175 +3%
SPC
114
Sigma Planning Corp
Michigan
$719K +$214K +2,026 +42%
DADC
115
D.A. Davidson & Co
Montana
$653K +$381K +3,607 +140%
CG
116
Colony Group
Massachusetts
$648K +$648K +6,140 New
HWA
117
HCR Wealth Advisors
California
$599K +$207K +3,015 +53%
SBIA
118
Sheaff Brock Investment Advisors
Indiana
$596K – – –
NCM
119
Next Capital Management
New York
$587K – – –
Millennium Management
120
Millennium Management
New York
$575K -$68.1K -645 -11%
UCFA
121
United Capital Financial Advisors
Texas
$560K -$3.69K -35 -0.7%
BTS
122
BB&T Securities
Virginia
$559K +$58K +550 +12%
BL
123
BFSG LLC
California
$543K +$45.3K +430 +9%
PTC
124
Private Trust Company
Ohio
$543K +$75.5K +715 +16%
BHB
125
Bank Hapoalim BM
Israel
$542K -$578K -410 Closed
3 4
5
6 7