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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

233 hedge funds and large institutions have $935M invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
5.2%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
38
Increased
69
Reduced
80
Closed
28
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
+$42K

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$65.7M
2
MMA
Miracle Mile Advisors
California
+$14.2M
3
BCI
Brinker Capital Investments
Pennsylvania
+$13.8M
4
FM
Family Management
New York
+$11M
5
UBS Group
UBS Group
Switzerland
+$8.49M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.74B
2
Jane Street
Jane Street
New York
-$27.9M
3
RMC
Regis Management Company
California
-$13M
4
KFA
Kays Financial Advisory
Georgia
-$8.94M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$265K – – –
SFWA
152
Summit Financial Wealth Advisors
Louisiana
$261K +$261K +2,544 New
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$257K -$256K – –
MHS
154
M Holdings Securities
Oregon
$256K -$6.79K -66 -3%
IA
155
IFP Advisors
Florida
$255K -$189K -1,839 -43%
CIAS
156
Capital Investment Advisory Services
North Carolina
$253K -$75.4K -735 -23%
KLI
157
Kelman-Lazarov Inc
Tennessee
$247K -$354K -3,450 -59%
DA
158
Doliver Advisors
Texas
$245K +$245K +2,382 New
GEA
159
Glen Eagle Advisors
New Jersey
$242K +$62.6K +609 +35%
AWM
160
AE Wealth Management
Kansas
$236K +$2.37K +23 +1%
SFG
161
SNS Financial Group
Minnesota
$233K +$3.59K +35 +2%
ST
162
Smithfield Trust
Pennsylvania
$226K – – –
NFG
163
NewFocus Financial Group
Washington
$224K – – –
AF
164
Advisornet Financial
Minnesota
$222K +$16K +156 +8%
FIM
165
Fernwood Investment Management
Massachusetts
$218K – – –
LRIA
166
Leonard Rickey Investment Advisors
Washington
$218K +$103 +1 +0%
BCA
167
Bay Colony Advisors
Massachusetts
$215K +$720 +7 +0.3%
SWM
168
Segment Wealth Management
Texas
$211K +$211K +2,052 New
CBFP
169
Cedar Brook Financial Partners
Ohio
$211K +$211K +2,054 New
LNC
170
Lincoln National Corp
Pennsylvania
$208K +$720 +7 +0.3%
Creative Planning
171
Creative Planning
Kansas
$205K -$61.5K -598 -23%
PGWM
172
Parisi Gray Wealth Management
New Jersey
$205K +$205K +2,000 New
MA
173
Mutual Advisors
Nebraska
$203K -$178K -1,728 -47%
AWMG
174
Alliance Wealth Management Group
New Jersey
$203K -$81.7K -796 -29%
TCM
175
Towercrest Capital Management
Pennsylvania
$203K +$203K +1,977 New
5 6
7
8 9