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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

225 hedge funds and large institutions have $895M invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
5.16%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
17
Calls
$302K
Puts
$865K
Net Calls
-$563K
Net Calls Change
+$317K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$25.8M
2
JCM
Janney Capital Management
Pennsylvania
+$10.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.9M
4
QA
Quantitative Advantage
Minnesota
+$8.52M
5
RMC
Regis Management Company
California
+$6.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
FFWA
FRG Family Wealth Advisors
Washington
-$8.62M
3
Bank of America
Bank of America
North Carolina
-$7.58M
4
RJA
Raymond James & Associates
Florida
-$2.96M
5
SCA
Stokes Capital Advisors
South Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
151
Sonata Capital Group
Washington
$271K – – –
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$261K – – –
ST
153
Spinnaker Trust
Maine
$261K +$261K +2,513 New
MHS
154
M Holdings Securities
Oregon
$260K +$104 +1 +0%
SHIM
155
Stone House Investment Management
Pennsylvania
$256K +$3.23K +31 +1%
EFS
156
Essex Financial Services
Connecticut
$247K +$247K +2,370 New
AWM
157
Altium Wealth Management
New York
$242K -$388K -3,726 -62%
WLIM
158
White Lighthouse Investment Management
Massachusetts
$239K +$239K +2,290 New
PFS
159
Prospera Financial Services
Texas
$234K +$1.98K +19 +0.9%
SFG
160
SNS Financial Group
Minnesota
$233K +$13K +125 +6%
ST
161
Smithfield Trust
Pennsylvania
$229K – – –
CWM
162
Cabot Wealth Management
Massachusetts
$228K -$102K -972 -31%
Creative Planning
163
Creative Planning
Kansas
$225K +$225K +2,162 New
LRIA
164
Leonard Rickey Investment Advisors
Washington
$222K -$4.68K -45 -2%
LNC
165
Lincoln National Corp
Pennsylvania
$219K -$42.8K -410 -16%
OAJ
166
Ogorek Anthony Joseph
New York
$206K – – –
DOA
167
D'Orazio & Associates
Virginia
$195K – – –
BWA
168
BDO Wealth Advisors
Florida
$189K +$3.64K +35 +2%
Barclays
169
Barclays
United Kingdom
$172K – – –
OBWP
170
O'Brien Wealth Partners
Massachusetts
$171K +$171K +1,637 New
PWM
171
Perigon Wealth Management
California
$145K – – –
SWM
172
SeaCrest Wealth Management
New York
$138K +$312 +3 +0.2%
TFO
173
Tarbox Family Office
California
$134K – – –
BWA
174
Burt Wealth Advisors
Maryland
$129K – – –
WWM
175
Wagner Wealth Management
South Carolina
$119K +$521 +5 +0.4%
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7
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