BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

171 hedge funds and large institutions have $816M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.39%
New
18
Increased
60
Reduced
53
Closed
18
Calls
$1.81M
Puts
$1.82M
Net Calls
-$10K
Net Calls Change
+$621K

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$49.6M
2
Bank of America
2
Bank of America
North Carolina
$73.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$43.9M
4
MIS
4
Morningstar Investment Services
Illinois
$46.7M
5
WI
5
WBI Investments
New Jersey
$18.3M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
RJA
2
Raymond James & Associates
Florida
$1.85M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.8M
4
VKH
4
Virtu KCG Holdings
New York
$2.31M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$36K – – –
TFA
152
Transamerica Financial Advisors
Florida
$33K -$369K -3,397 -92%
PG
153
Patten Group
Tennessee
$31.6K – – –
SA
154
SRH Advisors
Kansas
$26K – – –
CCS
155
Crosspoint Capital Strategies
California
$25K -$232K -2,206 -90%
SNT
156
Security National Trust
West Virginia
$25K – – –
KA
157
Klingman & Associates
New York
$24K – – –
DAM
158
Delta Asset Management
Tennessee
$20K – – –
CAL
159
Capital Advisors Ltd
Ohio
$20K +$108 +1 +0.5%
Creative Planning
160
Creative Planning
Kansas
$16K +$16K +150 New
HI
161
Hudock Inc
Pennsylvania
$14K -$108K -1,090 -89%
JFA
162
JNBA Financial Advisors
Minnesota
$13K – – –
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
$12K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +83 New
WEC
165
Winslow Evans & Crocker
Massachusetts
$6.75K – – –
WRM
166
Westport Resources Management
Connecticut
$5K – – –
KTC
167
Kistler-Tiffany Companies
Pennsylvania
$5K +$5K +44 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +50 New
AAM
169
Advisors Asset Management
Colorado
$4K +$4K +35 New
PSUF
170
People's United Financial
Connecticut
$3K – – –
WA
171
Waverly Advisors
Alabama
$2K – – –
FIG
172
FundX Investment Group
California
– -$19.1M -178,251 Closed
AP
173
Advisors Preferred
Maryland
– -$1.94M -18,105 Closed
OCM
174
One Capital Management
California
– -$1.16M -10,814 Closed
Northern Trust
175
Northern Trust
Illinois
– -$706K -6,596 Closed
4 5 6
7
8