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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

174 hedge funds and large institutions have $666M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.3%
New
22
Increased
57
Reduced
53
Closed
24
Calls
–
Puts
$631K
Net Calls
-$631K
Net Calls Change
-$124K

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$13.3M
2
WI
2
WBI Investments
New Jersey
$8.06M
3
SRSA
3
S.R. Schill & Associates
Washington
$6.22M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
Wells Fargo
5
Wells Fargo
California
$24.7M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
HI
2
Horizon Investments
North Carolina
$21.3M
3
NIM
3
Northeast Investment Management
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.4M
5
Bank of America
5
Bank of America
North Carolina
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
151
Genesis Wealth Advisors
Massachusetts
$64.2K – – –
RIA
152
Regal Investment Advisors
Michigan
$48K +$48K +456 New
FANJ
153
Financial Architects (New Jersey)
New Jersey
$40K – – –
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$36K – – –
PG
155
Patten Group
Tennessee
$32.1K +$32.1K +300 New
SA
156
SRH Advisors
Kansas
$27K – – –
JWA
157
JFS Wealth Advisors
Pennsylvania
$26K – – –
SNT
158
Security National Trust
West Virginia
$26K – – –
KA
159
Klingman & Associates
New York
$25K – – –
MSFP
160
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
CAL
161
Capital Advisors Ltd
Ohio
$20K +$20K +185 New
DAM
162
Delta Asset Management
Tennessee
$20K +$20K +191 New
JFA
163
JNBA Financial Advisors
Minnesota
$13K – – –
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$12K – – –
JIC
165
Joel Isaacson & Co
New York
$10K – – –
S
166
SignatureFD
Georgia
$8K – – –
WEC
167
Winslow Evans & Crocker
Massachusetts
$6.85K +$6.85K +64 New
WRM
168
Westport Resources Management
Connecticut
$5K – – –
PSUF
169
People's United Financial
Connecticut
$3K – – –
W
170
Wealthfront
California
$3K +$3K +25 New
UFA
171
US Financial Advisors
Massachusetts
$2K -$49.6K -446 -96%
WA
172
Waverly Advisors
Alabama
$2K – – –
Simplex Trading
173
Simplex Trading
Illinois
$2K +$2K +20 New
FHC
174
First Heartland Consultants
Missouri
$241 -$21 -199 -8%
JCM
175
Janney Capital Management
Pennsylvania
– -$52.4M -475,616 Closed
4 5 6
7
8