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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

181 hedge funds and large institutions have $938M invested in PIMCO Active Bond Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
4.84%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
17
Increased
67
Reduced
59
Closed
13
Calls
$227K
Puts
$324K
Net Calls
-$97K
Net Calls Change
+$258K

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.14M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$6.86M
3
RMC
3
Regis Management Company
California
$44.9M
4
BFG
4
Bouchey Financial Group
New York
$8.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$65.4M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$11M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.9M
3
US Bancorp
3
US Bancorp
Minnesota
$446K
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
151
Cornerstone Advisors (Washington)
Washington
$108K +$108K +1,000 New
CG
152
Cutler Group
California
$107K +$107K +1,000 New
LGWM
153
Litman Gregory Wealth Management
California
$93K – – –
IWM
154
Integrated Wealth Management
California
$73K -$5.82K -54 -7%
SEI Investments
155
SEI Investments
Pennsylvania
$71K +$71K +655 New
ACM
156
Argentus Capital Management
Texas
$60K -$10.9K -100 -15%
PG
157
Patten Group
Tennessee
$32.1K – – –
IIC
158
Integrated Investment Consultants
Michigan
$32K – – –
SA
159
SRH Advisors
Kansas
$27K – – –
LWM
160
LBA Wealth Management
Florida
$26K +$26K +244 New
DPA
161
Delphi Private Advisors
California
$25K – – –
KA
162
Klingman & Associates
New York
$25K – – –
S
163
SignatureFD
Georgia
$24K – – –
JFA
164
JNBA Financial Advisors
Minnesota
$24K +$10.7K +97 +80%
CFA
165
Carroll Financial Associates
North Carolina
$24K +$24K +225 New
RFWA
166
RPg Family Wealth Advisory
Massachusetts
$21.6K -$21.6K -200 -50%
DAM
167
Delta Asset Management
Tennessee
$21K – – –
CAL
168
Capital Advisors Ltd
Ohio
$21K – – –
JCM
169
Jacobi Capital Management
Pennsylvania
$21K – – –
AIM
170
Advantage Investment Management
Iowa
$21K +$7.14K +66 +52%
CHP
171
Cable Hill Partners
Oregon
$21K +$21K +200 New
HI
172
Hudock Inc
Pennsylvania
$15K – – –
SIG
173
Stanford Investment Group
California
$14K -$5.06K -47 -27%
ATC
174
Adirondack Trust Company
New York
$14K – – –
CFS
175
Commonwealth Financial Services
West Virginia
$5K – – –
4 5 6
7
8