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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+14
Holders Change %
+6.01%
% of All Funds
5.35%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
42
Increased
91
Reduced
70
Closed
24
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$958K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$74.5M
2
RMC
Regis Management Company
California
+$34.4M
3
KFA
Kays Financial Advisory
Georgia
+$22.3M
4
FIG
FundX Investment Group
California
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$87.2M
2
SMM
Stadion Money Management
Georgia
-$65.7M
3
PA
Pinnacle Associates
New York
-$7.16M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Hengehold Capital Management
Ohio
$534K +$31.5K +298 +6%
ASN
127
Advisory Services Network
Georgia
$524K +$524K +4,964 New
Northern Trust
128
Northern Trust
Illinois
$521K +$521K +4,944 New
Baird Financial Group
129
Baird Financial Group
Wisconsin
$520K -$98.2K -931 -16%
CWM
130
Connecticut Wealth Management
Connecticut
$508K -$929K -8,808 -65%
SBL
131
Sargent Bickham Lagudis
Colorado
$499K – – –
FTUS
132
Flow Traders U.S.
New York
$496K +$496K +4,702 New
PWM
133
Perigon Wealth Management
California
$496K +$496K +4,710 New
EHPM
134
Emery Howard Portfolio Management
California
$493K +$4.12K +39 +0.8%
CA
135
Calton & Associates
Florida
$484K -$46.2K -437 -9%
EAM
136
Evanson Asset Management
California
$479K -$85.2K -807 -15%
AC
137
Alexandria Capital
Virginia
$476K -$2.63K -25 -0.6%
SCM
138
SOL Capital Management
Maryland
$475K – – –
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$447K +$447K +4,236 New
KeyBank National Association
140
KeyBank National Association
Ohio
$434K – – –
DA
141
Doliver Advisors
Texas
$410K +$159K +1,506 +63%
CAM
142
Cubic Asset Management
Massachusetts
$398K – – –
HighTower Advisors
143
HighTower Advisors
Illinois
$396K +$46.9K +446 +13%
CA
144
Cambridge Advisors
Nebraska
$393K – – –
AI
145
Atria Investments
North Carolina
$388K -$45.2K -428 -10%
FNT
146
First National Trust
Pennsylvania
$384K -$447K -4,235 -54%
BWA
147
Burt Wealth Advisors
Maryland
$379K -$5.28K -50 -1%
BEC
148
Blue Edge Capital
Virginia
$378K +$32.9K +312 +10%
PCA
149
Personal Capital Advisors
California
$371K +$371K +3,513 New
HPWM
150
Highland Private Wealth Management
Washington
$363K – – –
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