BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

177 hedge funds and large institutions have $849M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.43%
New
29
Increased
63
Reduced
53
Closed
15
Calls
$297K
Puts
$804K
Net Calls
-$507K
Net Calls Change
-$142K

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$52.4M
2
HI
2
Horizon Investments
North Carolina
$50.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.3M
4
FIG
4
FundX Investment Group
California
$21.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.6M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$704K
3
BHB
3
Bank Hapoalim BM
Israel
$4.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36M
5
BCM
5
Bluefin Capital Management
New York
$360K
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
126
Formidable Asset Management
Ohio
$281K 2,615 +2,615 New
SWM
127
Segment Wealth Management
Texas
$275K 2,500 – –
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$275K 2,500 – –
AA
129
Apriem Advisors
California
$272K 2,470 +150 +6%
FHC
130
First Heartland Consultants
Missouri
$270K 2,450 -105 -4%
NFG
131
Next Financial Group
Texas
$270K 2,459 +18 +0.7%
VAS
132
Valicenti Advisory Services
New York
$264K 2,400 +200 +9%
PWM
133
Perigon Wealth Management
California
$260K 2,362 +20 +0.9%
NFG
134
NewFocus Financial Group
Washington
$259K 2,353 -1,482 -39%
TIA
135
Tiemann Investment Advisors
California
$257K 2,335 -160 -6%
CLOS
136
Compagnie Lombard Odier SCmA
Switzerland
$242K 2,200 -100 -4%
LOT
137
Lombard Odier Transatlantic
Quebec, Canada
$242K 2,200 -100 -4%
ST
138
Smithfield Trust
Pennsylvania
$242K 2,200 – –
BKBG
139
BHF Kleinwort Benson Group
Belgium
$242K 2,200 +690 +46%
RTS
140
Round Table Services
New Jersey
$235K 2,130 +180 +9%
HC
141
Highmount Capital
New York
$210K 1,905 -295 -13%
RFS
142
Rockefeller Financial Services
New York
$208K 1,890 +35 +2%
IWM
143
Integrated Wealth Management
California
$208K 1,896 +1,896 New
HI
144
Hudock Inc
Pennsylvania
$207K 1,876 -136 -7%
CC
145
Courier Capital
New York
$200K 1,818 +1,818 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$147K 1,335 – –
OAJ
147
Ogorek Anthony Joseph
New York
$120K 1,093 +21 +2%
WA
148
WFG Advisors
Texas
$112K 1,013 -284 -22%
CCS
149
Crosspoint Capital Strategies
California
$97K 879 +879 New
CAL
150
Capital Analysts LLC
Pennsylvania
$85.4K 775 +4 +0.5%
4 5
6
7 8