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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

177 hedge funds and large institutions have $849M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.43%
New
29
Increased
63
Reduced
53
Closed
15
Calls
$297K
Puts
$804K
Net Calls
-$507K
Net Calls Change
-$142K

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$52.4M
2
HI
2
Horizon Investments
North Carolina
$50.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.3M
4
FIG
4
FundX Investment Group
California
$21.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.6M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$704K
3
BHB
3
Bank Hapoalim BM
Israel
$4.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36M
5
BCM
5
Bluefin Capital Management
New York
$360K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
151
Aris Wealth Services
Pennsylvania
$75K 679 +679 New
SIG
152
Stanford Investment Group
California
$69K 625 – –
GWA
153
Genesis Wealth Advisors
Massachusetts
$66.3K 600 – –
UFA
154
US Financial Advisors
Massachusetts
$51K 464 – –
FANJ
155
Financial Architects (New Jersey)
New Jersey
$41K 375 -481 -56%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$37.4K 340 – –
WP
157
WealthPLAN Partners
Nebraska
$36K 327 +327 New
IAS
158
INR Advisory Services
Pennsylvania
$32K 290 – –
FCCM
159
First City Capital Management
Georgia
$29.2K 265 – –
SA
160
SRH Advisors
Kansas
$28K 250 – –
JWA
161
JFS Wealth Advisors
Pennsylvania
$27K 243 -91 -27%
SNT
162
Security National Trust
West Virginia
$26K 240 – –
KA
163
Klingman & Associates
New York
$25K 230 +230 New
SIA
164
Stancorp Investment Advisers
Oregon
$22K 200 -30 -13%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$22K 200 – –
WCM
166
Wealthcare Capital Management
Virginia
$22K 204 +204 New
Creative Planning
167
Creative Planning
Kansas
$17K 150 – –
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$13K 115 – –
JFA
169
JNBA Financial Advisors
Minnesota
$13K 121 – –
VC
170
Vicus Capital
Pennsylvania
$10.3K 93,224 +12,767 +16%
JIC
171
Joel Isaacson & Co
New York
$10K 93 +93 New
S
172
SignatureFD
Georgia
$8K 75 -219 -74%
WRM
173
Westport Resources Management
Connecticut
$6K 50 +50 New
HCM
174
Horrell Capital Management
Arkansas
$5K 48 – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$4K 38 +38 New
4 5 6
7
8