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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

220 hedge funds and large institutions have $860M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
220
Holders Change
+37
Holders Change %
+20.22%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
54
Increased
80
Reduced
42
Closed
15
Calls
–
Puts
$880K
Net Calls
-$880K
Net Calls Change
+$326K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.8M
2
PAMG
2
Patton Albertson Miller Group
Tennessee
$15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.6M
4
Wells Fargo
4
Wells Fargo
California
$31.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.7M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.7M
3
RWP
3
RWA Wealth Partners
Massachusetts
$3.91M
4
PAG
4
Private Advisor Group
New Jersey
$1.48M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
151
Stone House Investment Management
Pennsylvania
$258K +$258K +2,430 New
Citadel Advisors
152
Citadel Advisors
Florida
$244K +$244K +2,300 New
PFS
153
Prospera Financial Services
Texas
$236K +$236K +2,225 New
ST
154
Smithfield Trust
Pennsylvania
$233K – – –
LRIA
155
Leonard Rickey Investment Advisors
Washington
$231K +$231K +2,179 New
MA
156
Mutual Advisors
Nebraska
$230K +$230K +2,165 New
SFG
157
SNS Financial Group
Minnesota
$224K – – –
HighTower Advisors
158
HighTower Advisors
Illinois
$223K +$3.48K +33 +2%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$215K +$215K +2,031 New
OAJ
160
Ogorek Anthony Joseph
New York
$210K – – –
OAM
161
Oxford Asset Management
United Kingdom
$210K +$210K +1,983 New
OMC
162
Old Mission Capital
Illinois
$205K +$205K +1,934 New
DOA
163
D'Orazio & Associates
Virginia
$198K – – –
BWA
164
BDO Wealth Advisors
Florida
$189K +$163K +1,538 +630%
Barclays
165
Barclays
United Kingdom
$175K – – –
CCM
166
Covington Capital Management
California
$155K – – –
PWM
167
Perigon Wealth Management
California
$148K – – –
SWM
168
SeaCrest Wealth Management
New York
$140K +$140K +1,325 New
TFO
169
Tarbox Family Office
California
$136K – – –
BWA
170
Burt Wealth Advisors
Maryland
$132K – – –
TC
171
Telemus Capital
Michigan
$125K +$125K +1,180 New
OIA
172
OneDigital Investment Advisors
Kansas
$122K +$122K +1,152 New
WWM
173
Wagner Wealth Management
South Carolina
$120K +$120K +1,138 New
FPFS
174
First Personal Financial Services
North Carolina
$117K – – –
SWP
175
Stratos Wealth Partners
Ohio
$91K +$91K +859 New
5 6
7
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