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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

179 hedge funds and large institutions have $837M invested in PIMCO Active Bond Exchange-Traded Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-14
Holders Change %
-7.25%
% of All Funds
4.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
8
Increased
69
Reduced
62
Closed
19
Calls
$558K
Puts
$913K
Net Calls
-$355K
Net Calls Change
+$847K

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
$42.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.1M
4
Morgan Stanley
Morgan Stanley
New York
$61.3M
5
FIM
Freedom Investment Management
Connecticut
$46.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$18.3M
2
MIS
Morningstar Investment Services
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$54.1M
4
BCI
Brinker Capital Investments
Pennsylvania
$53.4M
5
SRSA
S.R. Schill & Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$43K +$21.5K +200 +100%
FANJ
152
Financial Architects (New Jersey)
New Jersey
$40K -$16K -150 -29%
PG
153
Patten Group
Tennessee
$32.2K – – –
IIC
154
Integrated Investment Consultants
Michigan
$32K – – –
Creative Planning
155
Creative Planning
Kansas
$31K -$5.44K -50 -15%
SA
156
SRH Advisors
Kansas
$27K – – –
KA
157
Klingman & Associates
New York
$25K – – –
DPA
158
Delphi Private Advisors
California
$25K – – –
S
159
SignatureFD
Georgia
$23K -$33.4K -317 -59%
WEC
160
Winslow Evans & Crocker
Massachusetts
$22.2K -$6.73K -63 -23%
JCM
161
Jacobi Capital Management
Pennsylvania
$22K +$22K +200 New
CAL
162
Capital Advisors Ltd
Ohio
$21K – – –
DAM
163
Delta Asset Management
Tennessee
$21K – – –
SIG
164
Stanford Investment Group
California
$19K -$24K -224 -56%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$15K -$45.5K -425 -75%
HI
166
Hudock Inc
Pennsylvania
$15K – – –
AIM
167
Advantage Investment Management
Iowa
$14K -$109 -1 -0.8%
ATC
168
Adirondack Trust Company
New York
$14K – – –
JFA
169
JNBA Financial Advisors
Minnesota
$13K -$9.46K -88 -42%
RWA
170
Ropes Wealth Advisors
Massachusetts
$11K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.46K -14 -17%
WRM
172
Westport Resources Management
Connecticut
$5K – – –
CFS
173
Commonwealth Financial Services
West Virginia
$5K – – –
AAM
174
Advisors Asset Management
Colorado
$4K – – –
RCA
175
Rowland Carmichael Advisors
Arizona
$4K – – –
4 5 6
7
8