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PIMCO Active Bond Exchange-Traded Fund

181 hedge funds and large institutions have $1.05B invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-17
Holders Change %
-8.59%
% of All Funds
5.26%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
21
Increased
64
Reduced
65
Closed
38
Calls
$7.93M
Puts
$727K
Net Calls
+$7.2M
Net Calls Change
+$4.53M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
151
Planning Alternatives
Michigan
$226K
Ameriprise
152
Ameriprise
Minnesota
$223K +$12.8K +118 +6%
RTS
153
Round Table Services
New Jersey
$212K
Northern Trust
154
Northern Trust
Illinois
$210K +$210K +1,930 New
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$208K +$208K +1,915 New
AF
156
Allworth Financial
California
$204K -$407K -3,744 -67%
WF
157
WealthTrust Fairport
Ohio
$203K +$20.7K +190 +11%
PWM
158
Perigon Wealth Management
California
$203K +$203K +1,874 New
RFS
159
Rockefeller Financial Services
New York
$198K +$1.19K +11 +0.6%
BKBG
160
BHF Kleinwort Benson Group
Belgium
$164K
HighTower Advisors
161
HighTower Advisors
Illinois
$152K +$4.61K +346 +3%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$145K
WA
163
WFG Advisors
Texas
$144K -$5.64K -52 -4%
BMM
164
Buffington Mohr McNeal
Idaho
$116K -$20.6K -190 -15%
MHS
165
M Holdings Securities
Oregon
$115K +$115K +1,057 New
OAM
166
Orinda Asset Management
California
$97K
FANJ
167
Financial Architects (New Jersey)
New Jersey
$41K
CAL
168
Capital Advisors Ltd
Ohio
$39K
JWA
169
JFS Wealth Advisors
Pennsylvania
$36K +$36K +327 New
BPBT
170
Boston Private Bank & Trust
Massachusetts
$30K
FCCM
171
First City Capital Management
Georgia
$28.8K
SA
172
SRH Advisors
Kansas
$27K
LWM
173
LBA Wealth Management
Florida
$27K +$27K +249 New
SNT
174
Security National Trust
West Virginia
$26K
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$22K