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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

201 hedge funds and large institutions have $1.08B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
43
Increased
57
Reduced
74
Closed
31
Calls
$8.17M
Puts
$607K
Net Calls
+$7.56M
Net Calls Change
+$3.31M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$9.96M
3
IAS
INR Advisory Services
Pennsylvania
$48.3M
4
U
UBS
Switzerland
$78.2M
5
MIH
Madison Investment Holdings
Wisconsin
$36M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$10.2M
2
Bank of America
Bank of America
North Carolina
$69.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
UCFA
United Capital Financial Advisors
Texas
$0
5
Citigroup
Citigroup
New York
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
AT Bancorp
Iowa
$350K +$350K +3,337 New
AP
152
Advisors Preferred
Maryland
$321K +$321K +3,070 New
PIM
153
Parasol Investment Management
Illinois
$304K -$283K -2,700 -48%
SHA
154
Smith Hayes Advisers
Nebraska
$304K – – –
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$301K – – –
LGC
156
Laurel Grove Capital
California
$291K +$21K +200 +8%
CA
157
Commerzbank Aktiengesellschaft
Germany
$284K +$284K +2,670 New
SWM
158
Segment Wealth Management
Texas
$262K – – –
CA
159
Corrado Advisors
New Jersey
$261K -$11.5K -110 -4%
TIA
160
Tiemann Investment Advisors
California
$261K +$261K +2,495 New
Kayne Anderson Rudnick Investment Management
161
Kayne Anderson Rudnick Investment Management
California
$254K -$71.5K -683 -22%
OC
162
Oppenheimer & Co
New York
$242K -$34.3K -327 -12%
ST
163
Smithfield Trust
Pennsylvania
$230K -$43.4K -415 -16%
PMFA
164
Plante Moran Financial Advisors
Michigan
$230K -$8.47K -81 -4%
FAM
165
Formidable Asset Management
Ohio
$230K +$4.25K +40 +2%
DC
166
Davenport & Co
Virginia
$229K -$31.4K -300 -12%
Northern Trust
167
Northern Trust
Illinois
$218K -$411K -3,925 -65%
AssetMark Inc
168
AssetMark Inc
California
$216K +$216K +2,063 New
HCM
169
Hengehold Capital Management
Ohio
$215K – – –
HSBC Holdings
170
HSBC Holdings
United Kingdom
$210K -$473K -4,500 -69%
WA
171
WFG Advisors
Texas
$206K -$10.1K -97 -5%
RTS
172
Round Table Services
New Jersey
$204K – – –
CIA
173
Choate Investment Advisors
Massachusetts
$203K +$203K +1,940 New
PFO
174
Pathstone Family Office
New Jersey
$203K – – –
YP
175
Yellowstone Partners
Idaho
$201K +$201K +1,919 New
5 6
7
8 9