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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

193 hedge funds and large institutions have $876M invested in PIMCO Active Bond Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
27
Increased
54
Reduced
70
Closed
17
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$4.17M

Top Buyers

1
VC
Vicus Capital
Pennsylvania
$25M
2
SGI
Swan Global Investments
Colorado
$13.1M
3
FIM
Freedom Investment Management
Connecticut
$42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.5M
5
Citadel Advisors
Citadel Advisors
Florida
$7.24M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$66.5M
3
BAAM
Baker Avenue Asset Management
California
$561K
4
LPL Financial
LPL Financial
California
$62.1M
5
SC
Scotia Capital
Ontario, Canada
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
176
Klingman & Associates
New York
$24K – – –
JFA
177
JNBA Financial Advisors
Minnesota
$22K +$9.26K +88 +73%
RFWA
178
RPg Family Wealth Advisory
Massachusetts
$21.1K – – –
DAM
179
Delta Asset Management
Tennessee
$20K – – –
CAL
180
Capital Advisors Ltd
Ohio
$20K +$314 +3 +2%
HI
181
Hudock Inc
Pennsylvania
$14K – – –
AIM
182
Advantage Investment Management
Iowa
$14K – – –
ATC
183
Adirondack Trust Company
New York
$14K +$14K +133 New
RWA
184
Ropes Wealth Advisors
Massachusetts
$11K +$11K +105 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +81 New
WRM
186
Westport Resources Management
Connecticut
$5K – – –
KTC
187
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
AAM
188
Advisors Asset Management
Colorado
$4K – – –
CFS
189
Commonwealth Financial Services
West Virginia
$4K – – –
RCA
190
Rowland Carmichael Advisors
Arizona
$4K +$4K +40 New
PSUF
191
People's United Financial
Connecticut
$3K – – –
TFA
192
Transamerica Financial Advisors
Florida
$2K -$271K -1,493 -99%
BlackRock
193
BlackRock
New York
$1K – – –
JCM
194
Janney Capital Management
Pennsylvania
– -$48M -460,520 Closed
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
– -$3.93M -37,698 Closed
CFP
196
Cornerstone Financial Partners
North Carolina
– -$1.78M -17,038 Closed
SGAM
197
Steinberg Global Asset Management
Florida
– -$772K -7,408 Closed
AFP
198
Ausdal Financial Partners
Iowa
– -$551K -5,289 Closed
CS
199
Credit Suisse
Switzerland
– -$534K -5,124 Closed
CIA
200
Choate Investment Advisors
Massachusetts
– -$449K -4,185 Closed
5 6 7
8
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