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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

171 hedge funds and large institutions have $816M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.39%
New
18
Increased
60
Reduced
53
Closed
18
Calls
$1.81M
Puts
$1.82M
Net Calls
-$10K
Net Calls Change
+$621K

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$49.6M
2
Bank of America
2
Bank of America
North Carolina
$73.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$43.9M
4
MIS
4
Morningstar Investment Services
Illinois
$46.7M
5
WI
5
WBI Investments
New Jersey
$18.3M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
RJA
2
Raymond James & Associates
Florida
$1.85M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.8M
4
VKH
4
Virtu KCG Holdings
New York
$2.31M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$271K +$22K +209 +9%
SWM
127
Segment Wealth Management
Texas
$264K – – –
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$264K – – –
AA
129
Apriem Advisors
California
$260K – – –
VAS
130
Valicenti Advisory Services
New York
$253K – – –
APSP
131
Asset Planning Services (Pennsylvania)
Pennsylvania
$252K +$2.33K +22 +0.9%
NFG
132
NewFocus Financial Group
Washington
$248K – – –
TIA
133
Tiemann Investment Advisors
California
$246K – – –
BKBG
134
BHF Kleinwort Benson Group
Belgium
$232K – – –
LOT
135
Lombard Odier Transatlantic
Quebec, Canada
$232K – – –
ST
136
Smithfield Trust
Pennsylvania
$232K – – –
RTS
137
Round Table Services
New Jersey
$225K – – –
GT
138
Greenleaf Trust
Michigan
$217K +$217K +2,058 New
EHPM
139
Emery Howard Portfolio Management
California
$213K +$213K +2,024 New
RFS
140
Rockefeller Financial Services
New York
$202K +$1.79K +17 +0.9%
FHC
141
First Heartland Consultants
Missouri
$201K -$36.3K -344 -15%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$127K -$14.3K -135 -10%
OAJ
143
Ogorek Anthony Joseph
New York
$117K +$1.05K +10 +0.9%
WA
144
WFG Advisors
Texas
$108K +$13.3K +126 +14%
CK
145
Carnick & Kubik
Colorado
$94.9K +$94.9K +9,063 New
AIM
146
Advantage Investment Management
Iowa
$65K -$575K -5,440 -90%
AWS
147
Aris Wealth Services
Pennsylvania
$54K -$17.1K -163 -24%
RIA
148
Regal Investment Advisors
Michigan
$54K +$6.56K +63 +14%
S
149
SignatureFD
Georgia
$53K +$45.1K +425 +567%
SIG
150
Stanford Investment Group
California
$42K -$35.1K -335 -46%
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6
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