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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

220 hedge funds and large institutions have $860M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+37
Holders Change %
+20.22%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
54
Increased
80
Reduced
42
Closed
15
Calls
–
Puts
$880K
Net Calls
-$880K
Net Calls Change
+$326K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.8M
2
PAMG
2
Patton Albertson Miller Group
Tennessee
$15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.6M
4
Wells Fargo
4
Wells Fargo
California
$31.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.7M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.7M
3
RWP
3
RWA Wealth Partners
Massachusetts
$3.91M
4
PAG
4
Private Advisor Group
New Jersey
$1.48M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cubic Asset Management
Massachusetts
$400K – – –
DAS
127
Dynamic Advisor Solutions
Arizona
$399K +$4.13K +39 +1%
HPWM
128
Highland Private Wealth Management
Washington
$397K +$397K +3,740 New
CA
129
Cambridge Advisors
Nebraska
$395K – – –
CAN
130
Claraphi Advisory Network
United States
$393K +$393K +3,711 New
SPC
131
Sigma Planning Corp
Michigan
$350K -$8.81K -83 -2%
SS
132
Sunbelt Securities
Texas
$348K +$122K +1,153 +54%
CWM
133
Cabot Wealth Management
Massachusetts
$334K -$17.9K -169 -5%
LIM
134
Leavell Investment Management
Alabama
$333K -$4.24K -40 -1%
AI
135
Atria Investments
North Carolina
$331K -$816K -7,688 -71%
RFS
136
Rockefeller Financial Services
New York
$322K +$2.54K +24 +0.8%
SC
137
SouthState Corp
Florida
$322K +$322K +3,037 New
IH
138
IFC Holdings
Florida
$320K +$320K +3,013 New
ATC
139
Argent Trust Co
Tennessee
$315K – – –
DADC
140
D.A. Davidson & Co
Montana
$313K -$3.18K -30 -1%
CAM
141
Concorde Asset Management
Michigan
$306K +$306K +2,887 New
PCMC
142
Paragon Capital Management (Colorado)
Colorado
$293K – – –
NFG
143
NewFocus Financial Group
Washington
$289K +$7.41K +70 +3%
MCTIC
144
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$286K -$310K – –
SCG
145
Sonata Capital Group
Washington
$276K – – –
FAIM
146
Financial Advocates Investment Management
Washington
$273K +$273K +2,580 New
EHPM
147
Emery Howard Portfolio Management
California
$269K -$16.5K -156 -6%
LNC
148
Lincoln National Corp
Pennsylvania
$266K +$266K +2,510 New
MHS
149
M Holdings Securities
Oregon
$265K -$9.02K -85 -3%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$265K – – –
4 5
6
7 8