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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

186 hedge funds and large institutions have $759M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
4.64%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
20
Increased
81
Reduced
47
Closed
13
Calls
$201K
Puts
$733K
Net Calls
-$532K
Net Calls Change
-$269K

Top Buyers

1
PI
1
PHH Investments
Texas
$50.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.1M
3
VC
3
Vicus Capital
Pennsylvania
$9.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
Wells Fargo
5
Wells Fargo
California
$20.7M

Top Sellers

1
BC
1
Bartlett & Co
Ohio
$4.03M
2
UBS Group
2
UBS Group
Switzerland
$22.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
VKH
4
Virtu KCG Holdings
New York
$519K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
126
Paragon Capital Management (Colorado)
Colorado
$293K – – –
BAAM
127
Baker Avenue Asset Management
California
$287K +$8.37K +79 +3%
NFG
128
NewFocus Financial Group
Washington
$282K +$13K +123 +5%
NFG
129
Nations Financial Group
Iowa
$282K +$282K +2,657 New
PAS
130
Partnervest Advisory Services
California
$280K +$31K +292 +12%
SCG
131
Sonata Capital Group
Washington
$276K – – –
MHS
132
M Holdings Securities
Oregon
$268K -$12.6K -119 -4%
Luther King Capital Management (LKCM)
133
Luther King Capital Management (LKCM)
Texas
$265K – – –
OBWP
134
O'Brien Wealth Partners
Massachusetts
$259K +$259K +2,446 New
HighTower Advisors
135
HighTower Advisors
Illinois
$253K +$421 +4 +0.2%
NFG
136
Next Financial Group
Texas
$246K +$43.3K +408 +21%
ST
137
Smithfield Trust
Pennsylvania
$233K – – –
APSP
138
Asset Planning Services (Pennsylvania)
Pennsylvania
$233K +$1.49K +14 +0.6%
MMA
139
Miracle Mile Advisors
California
$231K – – –
DOA
140
D'Orazio & Associates
Virginia
$225K -$59.7K -563 -21%
SFG
141
SNS Financial Group
Minnesota
$224K -$28.8K -271 -11%
SFG
142
StrategIQ Financial Group
Indiana
$214K +$214K +2,015 New
EDRH
143
Edmond de Rothschild Holding
Switzerland
$201K – – –
EFS
144
Essex Financial Services
Connecticut
$200K +$200K +1,890 New
FPFS
145
First Personal Financial Services
North Carolina
$187K -$31.5K -296 -14%
Barclays
146
Barclays
United Kingdom
$175K – – –
OAJ
147
Ogorek Anthony Joseph
New York
$171K – – –
PWM
148
Perigon Wealth Management
California
$148K -$47.6K -447 -24%
Creative Planning
149
Creative Planning
Kansas
$145K -$58.5K -552 -29%
TFO
150
Tarbox Family Office
California
$136K +$136K +1,287 New
4 5
6
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