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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

225 hedge funds and large institutions have $895M invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
5.16%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
17
Calls
$302K
Puts
$865K
Net Calls
-$563K
Net Calls Change
+$317K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$25.8M
2
JCM
Janney Capital Management
Pennsylvania
+$10.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.9M
4
QA
Quantitative Advantage
Minnesota
+$8.52M
5
RMC
Regis Management Company
California
+$6.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
FFWA
FRG Family Wealth Advisors
Washington
-$8.62M
3
Bank of America
Bank of America
North Carolina
-$7.58M
4
RJA
Raymond James & Associates
Florida
-$2.96M
5
SCA
Stokes Capital Advisors
South Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Covington Capital Management
California
$110K -$41.5K -400 -27%
FPFS
177
First Personal Financial Services
North Carolina
$94K -$21.3K -204 -18%
SWP
178
Stratos Wealth Partners
Ohio
$92K +$2.6K +25 +3%
TL
179
TrueWealth LLC
Georgia
$86K +$105 +1 +0.1%
PGA
180
Premia Global Advisors
Florida
$86K +$86K +826 New
SEI Investments
181
SEI Investments
Pennsylvania
$85K +$12.4K +119 +17%
GEA
182
Glen Eagle Advisors
New Jersey
$83.9K +$104 +1 +0.1%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.4K – – –
LGWM
184
Litman Gregory Wealth Management
California
$79K – – –
FRA
185
Front Row Advisors
California
$74K – – –
CAL
186
Capital Advisors Ltd
Ohio
$64K – – –
MOS
187
MGO One Seven
Ohio
$61K – – –
DPA
188
Delphi Private Advisors
California
$49K +$5.03K +48 +11%
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$48K – – –
CFD
190
Creative Financial Designs
Indiana
$47K +$15.8K +152 +51%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$47K +$47K +450 New
AWM
192
AllSquare Wealth Management
New York
$35K – – –
GI
193
Gradient Investments
Minnesota
$32K +$32K +308 New
CLOS
194
Compagnie Lombard Odier SCmA
Switzerland
$31K -$31K -300 -50%
IIC
195
Integrated Investment Consultants
Michigan
$31K +$31K +300 New
FFW
196
Fusion Family Wealth
New York
$29K – – –
BFEC
197
Benjamin F. Edwards & Company
Missouri
$29K +$10K +96 +53%
BWL
198
Bogart Wealth LLC
Virginia
$28K -$26.2K -255 -48%
SA
199
SRH Advisors
Kansas
$26K – – –
WEC
200
Winslow Evans & Crocker
Massachusetts
$26K -$208 -2 -0.8%
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