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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

201 hedge funds and large institutions have $1.08B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
43
Increased
57
Reduced
74
Closed
31
Calls
$8.17M
Puts
$607K
Net Calls
+$7.56M
Net Calls Change
+$3.31M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$9.96M
3
IAS
INR Advisory Services
Pennsylvania
$48.3M
4
U
UBS
Switzerland
$78.2M
5
MIH
Madison Investment Holdings
Wisconsin
$36M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$10.2M
2
Bank of America
Bank of America
North Carolina
$69.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
UCFA
United Capital Financial Advisors
Texas
$0
5
Citigroup
Citigroup
New York
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
176
Rockefeller Financial Services
New York
$189K +$41.7K +398 +28%
BCM
177
Blume Capital Management
California
$176K +$176K +1,680 New
BKBG
178
BHF Kleinwort Benson Group
Belgium
$158K +$125K +1,190 +372%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$142K – – –
BMM
180
Buffington Mohr McNeal
Idaho
$132K -$3.14K -30 -2%
OAM
181
Orinda Asset Management
California
$93K – – –
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$79K +$79K +754 New
US Bancorp
183
US Bancorp
Minnesota
$47K – – –
CG
184
Colony Group
Massachusetts
$40K +$40K +379 New
MIM
185
Macroview Investment Management
Maryland
$39K – – –
CAL
186
Capital Advisors Ltd
Ohio
$38K +$38K +362 New
LOCC
187
Lombard Odier & Cie (Canada)
Quebec, Canada
$31K +$31K +300 New
BPBT
188
Boston Private Bank & Trust
Massachusetts
$29K – – –
SA
189
SRH Advisors
Kansas
$26K +$26K +250 New
SNT
190
Security National Trust
West Virginia
$25K – – –
Ameriprise
191
Ameriprise
Minnesota
$23K – – –
ST
192
Stifel Trust
Missouri
$16K – – –
WRM
193
Westport Resources Management
Connecticut
$8K – – –
ACM
194
Antonetti Capital Management
Florida
$7K – – –
AC
195
Alexandria Capital
Virginia
$7K – – –
HCM
196
Horrell Capital Management
Arkansas
$5K – – –
WF
197
WealthTrust Fairport
Ohio
$4K +$4K +35 New
PFG
198
Pacific Financial Group
Washington
$4K +$4K +38 New
CFA
199
Carroll Financial Associates
North Carolina
$3K – – –
FIG
200
Fusion Investment Group
Pennsylvania
$3K +$3K +26 New
6 7
8
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