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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

183 hedge funds and large institutions have $809M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
4.57%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
19
Increased
71
Reduced
46
Closed
20
Calls
–
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
-$674K

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
$70.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.55M
3
Bank of America
Bank of America
North Carolina
$47.6M
4
Stifel Financial
Stifel Financial
Missouri
$10.6M
5
Wells Fargo
Wells Fargo
California
$26M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.9M
2
UBS Group
UBS Group
Switzerland
$17.3M
3
RWP
RWA Wealth Partners
Massachusetts
$8.99M
4
Morgan Stanley
Morgan Stanley
New York
$59.7M
5
FIM
Freedom Investment Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Whittier Trust
California
$13K – – –
JFA
177
JNBA Financial Advisors
Minnesota
$13K – – –
AIM
178
Advantage Investment Management
Iowa
$13K +$619 +6 +5%
NSB
179
Norway Savings Bank
Maine
$11K – – –
BFEC
180
Benjamin F. Edwards & Company
Missouri
$10K +$10K +94 New
RCA
181
Rowland Carmichael Advisors
Arizona
$4K – – –
PA
182
Parallel Advisors
California
$3K – – –
OMC
183
Old Mission Capital
Illinois
– -$1.39M -13,110 Closed
SCA
184
Salient Capital Advisors
Texas
– -$837K -7,892 Closed
B
185
Bridgeworth
Alabama
– -$720K -6,796 Closed
Bank of New York Mellon
186
Bank of New York Mellon
New York
– -$689K -6,494 Closed
PCM
187
Peak Capital Management
Colorado
– -$640K -6,032 Closed
US Bancorp
188
US Bancorp
Minnesota
– -$401K -3,782 Closed
IH
189
IFC Holdings
Florida
– -$373K -3,508 Closed
WP
190
WealthPLAN Partners
Nebraska
– -$353K -3,332 Closed
BAAM
191
Baker Avenue Asset Management
California
– -$287K -2,709 Closed
PAS
192
Partnervest Advisory Services
California
– -$280K -2,637 Closed
SFG
193
StrategIQ Financial Group
Indiana
– -$214K -2,015 Closed
EDRH
194
Edmond de Rothschild Holding
Switzerland
– -$201K -1,897 Closed
EFS
195
Essex Financial Services
Connecticut
– -$200K -1,890 Closed
Creative Planning
196
Creative Planning
Kansas
– -$145K -1,369 Closed
SF
197
Synovus Financial
Georgia
– -$127K -1,219 Closed
MWM
198
Mascoma Wealth Management
New Hampshire
– -$25K -235 Closed
Simplex Trading
199
Simplex Trading
Illinois
– -$18K -170 Closed
LWM
200
Lenox Wealth Management
Ohio
– -$4K -42 Closed
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