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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

190 hedge funds and large institutions have $1.13B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
6.16%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.42%
New
25
Increased
62
Reduced
78
Closed
17
Calls
$4.89M
Puts
$635K
Net Calls
+$4.26M
Net Calls Change
-$596K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$10.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.2M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.13M
4
Allianz Asset Management
Allianz Asset Management
Germany
$4.76M
5
Deutsche Bank
Deutsche Bank
Germany
$9.33M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$97.9M
2
FIM
Freedom Investment Management
Connecticut
$34M
3
Jane Street
Jane Street
New York
$2.89M
4
TWM
Tanglewood Wealth Management
Texas
$0
5
Bank of America
Bank of America
North Carolina
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$500K -$7.62K -72 -2%
JFA
127
JNBA Financial Advisors
Minnesota
$467K +$166K +1,567 +55%
AA
128
Apriem Advisors
California
$447K -$53K -500 -11%
NES
129
New England Securities
New York
$445K -$29.3K -277 -6%
LIM
130
Leavell Investment Management
Alabama
$441K +$106 +1 +0%
SFG
131
SNS Financial Group
Minnesota
$440K +$75.1K +709 +21%
MA
132
MUFG Americas
New York
$434K +$265K +2,500 +156%
VAM
133
Visionary Asset Management
Texas
$426K -$171K -1,614 -29%
Macquarie Group
134
Macquarie Group
Australia
$401K +$24K +227 +6%
SFPIA
135
Stevens First Principles Investment Advisors
California
$387K – – –
GLA
136
Great Lakes Advisors
Illinois
$371K – – –
MCWS
137
McKinley Carter Wealth Services
West Virginia
$368K +$368K +3,477 New
CAM
138
Cubic Asset Management
Massachusetts
$360K +$360K +3,400 New
Kayne Anderson Rudnick Investment Management
139
Kayne Anderson Rudnick Investment Management
California
$329K +$212 +2 +0.1%
DD
140
Dominick & Dominick
New York
$328K +$328K +3,100 New
SHA
141
Smith Hayes Advisers
Nebraska
$307K – – –
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$305K – – –
AF
143
Allworth Financial
California
$298K -$38.6K -365 -11%
FHC
144
First Heartland Consultants
Missouri
$294K +$48.2K +456 +20%
OC
145
Oppenheimer & Co
New York
$279K -$105K -996 -27%
ST
146
Smithfield Trust
Pennsylvania
$277K – – –
CA
147
Corrado Advisors
New Jersey
$275K +$275K +2,600 New
LGC
148
Laurel Grove Capital
California
$273K +$71.6K +675 +36%
SWM
149
Segment Wealth Management
Texas
$265K – – –
DC
150
Davenport & Co
Virginia
$263K -$165K -1,555 -38%
4 5
6
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