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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

166 hedge funds and large institutions have $658M invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
29
Increased
43
Reduced
71
Closed
41
Calls
$375K
Puts
$740K
Net Calls
-$365K
Net Calls Change
-$7.57M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.2M
2
BTS
BB&T Securities
Virginia
$39.4M
3
BCM
Bluefin Capital Management
New York
$7.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$42.7M
5
PAMG
Patton Albertson Miller Group
Tennessee
$2.94M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.89M
2
Citigroup
Citigroup
New York
$1.07M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.11M
4
Bank of America
Bank of America
North Carolina
$45.4M
5
Morgan Stanley
Morgan Stanley
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$36K +$36K +340 New
S
152
SignatureFD
Georgia
$32K +$23.8K +219 +292%
IAS
153
INR Advisory Services
Pennsylvania
$31K -$1.35M -12,599 -98%
FCCM
154
First City Capital Management
Georgia
$28.4K – – –
SA
155
SRH Advisors
Kansas
$27K – – –
SNT
156
Security National Trust
West Virginia
$26K – – –
SIA
157
Stancorp Investment Advisers
Oregon
$25K +$25K +230 New
RC
158
RegentAtlantic Capital
New Jersey
$24K +$24K +224 New
MSFP
159
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
Creative Planning
160
Creative Planning
Kansas
$16K -$218K -2,041 -93%
JFA
161
JNBA Financial Advisors
Minnesota
$13K – – –
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$12K -$188K -1,800 -94%
HCM
163
Horrell Capital Management
Arkansas
$5K – – –
NMIS
164
Northwestern Mutual Investment Services
Wisconsin
$4K +$4K +33 New
PSUF
165
People's United Financial
Connecticut
$3K – – –
VAM
166
Visionary Asset Management
Texas
$3K +$3K +32 New
WA
167
Waverly Advisors
Alabama
$2K -$3.89K -35 -66%
Goldman Sachs
168
Goldman Sachs
New York
– -$10.6M -97,927 Closed
MAM
169
Meeder Asset Management
Ohio
– -$6.46M -59,473 Closed
MFP
170
Mosaic Financial Partners
California
– -$5.32M -48,953 Closed
BFG
171
Bouchey Financial Group
New York
– -$5.16M -47,499 Closed
HIS
172
Horizon Investment Services
Indiana
– -$3.86M -35,583 Closed
Deutsche Bank
173
Deutsche Bank
Germany
– -$3.41M -31,360 Closed
Nomura Holdings
174
Nomura Holdings
Japan
– -$3.18M -29,320 Closed
IA
175
Ibbotson Associates
Illinois
– -$3.05M -28,053 Closed
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