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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

190 hedge funds and large institutions have $1.13B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
6.16%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.42%
New
25
Increased
62
Reduced
78
Closed
17
Calls
$4.89M
Puts
$635K
Net Calls
+$4.26M
Net Calls Change
-$596K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$10.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.2M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.13M
4
Allianz Asset Management
Allianz Asset Management
Germany
$4.76M
5
Deutsche Bank
Deutsche Bank
Germany
$9.33M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$97.9M
2
FIM
Freedom Investment Management
Connecticut
$34M
3
Jane Street
Jane Street
New York
$2.89M
4
TWM
Tanglewood Wealth Management
Texas
$0
5
Bank of America
Bank of America
North Carolina
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
151
HHG & Company
Connecticut
$251K +$424 +4 +0.2%
PMFA
152
Plante Moran Financial Advisors
Michigan
$241K +$1.27K +12 +0.5%
VFS
153
VSR Financial Services
Kansas
$227K -$249K -2,360 -52%
FAM
154
Formidable Asset Management
Ohio
$225K +$225K +2,125 New
PA
155
Planning Alternatives
Michigan
$225K +$225K +2,126 New
WA
156
WFG Advisors
Texas
$219K +$39.1K +369 +22%
HCM
157
Hengehold Capital Management
Ohio
$217K +$217K +2,050 New
GIP
158
Greatmark Investment Partners
Georgia
$213K +$213K +2,010 New
JIC
159
Joel Isaacson & Co
New York
$212K – – –
RTS
160
Round Table Services
New Jersey
$206K – – –
PFO
161
Pathstone Family Office
New Jersey
$205K -$431K -4,084 -68%
BRWA
162
B. Riley Wealth Advisors
Florida
$181K -$228K -2,160 -56%
RFS
163
Rockefeller Financial Services
New York
$149K +$1.06K +10 +0.7%
MP
164
Manifold Partners
California
$149K +$149K +1,408 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$143K +$12.1K +115 +9%
BMM
166
Buffington Mohr McNeal
Idaho
$137K -$73.8K -695 -35%
UMA
167
USA Mutuals Advisors
Texas
$106K +$106K +1,000 New
OAM
168
Orinda Asset Management
California
$94K – – –
RIA
169
Regal Investment Advisors
Michigan
$89K +$42.2K +400 +90%
HPBT
170
High Point Bank & Trust
North Carolina
$82K – – –
US Bancorp
171
US Bancorp
Minnesota
$47K – – –
TFA
172
Transamerica Financial Advisors
Florida
$46K +$41.5K +387 +921%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$40K -$32K -300 -44%
MIM
174
Macroview Investment Management
Maryland
$40K +$40K +375 New
BKBG
175
BHF Kleinwort Benson Group
Belgium
$34K – – –
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7
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