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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.23%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
–
Net Calls
+$361K
Net Calls Change
+$924K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$185M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$13.3M
3
PSUF
3
People's United Financial
Connecticut
$6.91M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.1M

Top Sellers

1
PAMG
1
Patton Albertson Miller Group
Tennessee
$7.03M
2
PAG
2
Private Advisor Group
New Jersey
$1.99M
3
CA
3
Cetera Advisors
Colorado
$1.67M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$969K
5
RMC
5
Regis Management Company
California
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Next Financial Group
Texas
$261K -$524K -5,092 -67%
FB
152
Fulton Bank
Pennsylvania
$259K +$259K +2,513 New
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$258K – – –
MHS
154
M Holdings Securities
Oregon
$255K -$2.37K -23 -0.9%
SS
155
Sunbelt Securities
Texas
$253K -$51.6K -501 -17%
AI
156
Atria Investments
North Carolina
$253K -$51.1K -496 -17%
TFO
157
Tarbox Family Office
California
$253K +$120K +1,170 +91%
MMA
158
Miracle Mile Advisors
California
$248K -$1.64M -15,955 -87%
Renaissance Technologies
159
Renaissance Technologies
New York
$247K +$247K +2,400 New
MIH
160
Meitav Investment House
Israel
$246K +$246K +1,379 New
ATC
161
Argent Trust Co
Tennessee
$239K -$96.6K -940 -29%
SWM
162
SeaCrest Wealth Management
New York
$231K +$94.4K +918 +69%
SFG
163
SNS Financial Group
Minnesota
$230K – – –
BWA
164
BDO Wealth Advisors
Florida
$228K +$41.1K +400 +22%
ST
165
Smithfield Trust
Pennsylvania
$227K – – –
LRIA
166
Leonard Rickey Investment Advisors
Washington
$219K -$1.24K -12 -0.6%
FIM
167
Fernwood Investment Management
Massachusetts
$218K +$218K +2,119 New
BCA
168
Bay Colony Advisors
Massachusetts
$214K +$214K +2,079 New
AF
169
Advisornet Financial
Minnesota
$210K -$133K -1,288 -39%
LNC
170
Lincoln National Corp
Pennsylvania
$207K -$9.48K -92 -4%
SHIM
171
Stone House Investment Management
Pennsylvania
$206K -$47.7K -463 -19%
OAJ
172
Ogorek Anthony Joseph
New York
$204K – – –
DOA
173
D'Orazio & Associates
Virginia
$193K – – –
Citigroup
174
Citigroup
New York
$162K -$303K -2,945 -65%
OBWP
175
O'Brien Wealth Partners
Massachusetts
$144K -$24.5K -238 -15%
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