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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+14
Holders Change %
+6.01%
% of All Funds
5.35%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
42
Increased
91
Reduced
70
Closed
24
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$958K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$74.5M
2
RMC
Regis Management Company
California
+$34.4M
3
KFA
Kays Financial Advisory
Georgia
+$22.3M
4
FIG
FundX Investment Group
California
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$87.2M
2
SMM
Stadion Money Management
Georgia
-$65.7M
3
PA
Pinnacle Associates
New York
-$7.16M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
151
Droms Strauss Advisors
Missouri
$360K +$360K +3,406 New
OAM
152
Oxford Asset Management
United Kingdom
$357K +$357K +3,379 New
FFA
153
First Foundation Advisors
California
$349K – – –
PWS
154
Paragon Wealth Strategies
Florida
$347K -$1.92M -18,235 -85%
WGCA
155
Wolf Group Capital Advisors
Virginia
$341K +$341K +3,230 New
FHA
156
Flagship Harbor Advisors
Massachusetts
$338K -$43K -408 -11%
CCM
157
Colorado Capital Management
Colorado
$330K -$13.6K -129 -4%
Citigroup
158
Citigroup
New York
$324K +$120K +1,138 +59%
GEA
159
Glen Eagle Advisors
New Jersey
$312K +$64.2K +608 +26%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$305K +$305K +2,887 New
FA
161
FCG Advisors
New Jersey
$295K +$2.11K +20 +0.7%
PCMC
162
Paragon Capital Management (Colorado)
Colorado
$291K – – –
LIM
163
Leavell Investment Management
Alabama
$284K – – –
B
164
Bridgeworth
Alabama
$275K -$224K -2,120 -45%
SCG
165
Sonata Capital Group
Washington
$274K – – –
CBFP
166
Cedar Brook Financial Partners
Ohio
$265K +$48.4K +459 +22%
Luther King Capital Management (LKCM)
167
Luther King Capital Management (LKCM)
Texas
$264K -$257K – –
SFWA
168
Summit Financial Wealth Advisors
Louisiana
$258K -$9.03K -86 -3%
BCA
169
Bay Colony Advisors
Massachusetts
$251K +$29.8K +282 +13%
CIAS
170
Capital Investment Advisory Services
North Carolina
$250K -$9.8K -93 -4%
SWP
171
Stratos Wealth Partners
Ohio
$250K +$250K +2,364 New
SFG
172
SNS Financial Group
Minnesota
$243K +$3.69K +35 +2%
NFG
173
NewFocus Financial Group
Washington
$243K +$13.4K +127 +6%
SS
174
Sunbelt Securities
Texas
$235K +$235K +2,231 New
ST
175
Smithfield Trust
Pennsylvania
$232K – – –
5 6
7
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