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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

201 hedge funds and large institutions have $1.08B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
43
Increased
57
Reduced
74
Closed
31
Calls
$8.17M
Puts
$607K
Net Calls
+$7.56M
Net Calls Change
+$3.31M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$9.96M
3
IAS
INR Advisory Services
Pennsylvania
$48.3M
4
U
UBS
Switzerland
$78.2M
5
MIH
Madison Investment Holdings
Wisconsin
$36M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$10.2M
2
Bank of America
Bank of America
North Carolina
$69.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
UCFA
United Capital Financial Advisors
Texas
$0
5
Citigroup
Citigroup
New York
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
126
Albion Financial Group
Utah
$573K -$184K -1,760 -24%
FIG
127
FundX Investment Group
California
$551K -$45.9K -438 -8%
MCTIC
128
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$547K -$552K – –
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$534K -$1.99M -19,013 -79%
CWM
130
Calamos Wealth Management
Illinois
$524K -$725K -6,916 -58%
PTC
131
Private Trust Company
Ohio
$503K +$7.96K +76 +2%
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$501K +$501K +4,780 New
JFA
133
JNBA Financial Advisors
Minnesota
$483K +$21.1K +201 +5%
PA
134
Planning Alternatives
Michigan
$470K +$247K +2,359 +111%
SFG
135
SNS Financial Group
Minnesota
$456K +$20.7K +197 +5%
AA
136
Apriem Advisors
California
$432K -$10.5K -100 -2%
VAS
137
Valicenti Advisory Services
New York
$419K -$168K -1,600 -29%
JIC
138
Joel Isaacson & Co
New York
$419K +$210K +2,000 +100%
UMA
139
USA Mutuals Advisors
Texas
$419K +$314K +3,000 +300%
ICOA
140
Investment Centers of America
North Dakota
$403K -$344K -3,215 -46%
LIM
141
Leavell Investment Management
Alabama
$400K -$36.7K -350 -8%
CAM
142
Cubic Asset Management
Massachusetts
$395K +$38.8K +370 +11%
SFPIA
143
Stevens First Principles Investment Advisors
California
$383K – – –
CC
144
Callan Capital
California
$378K -$689K -6,579 -65%
DD
145
Dominick & Dominick
New York
$377K +$52.4K +500 +16%
FAM
146
Foothills Asset Management
Arizona
$374K +$374K +3,575 New
BJ
147
Brouwer & Janachowski
California
$367K +$367K +3,504 New
HI
148
Hudock Inc
Pennsylvania
$366K -$2.29M -21,867 -86%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$364K – – –
PAMG
150
Patton Albertson Miller Group
Tennessee
$356K -$694K -6,624 -66%
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6
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