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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.23%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
–
Net Calls
+$361K
Net Calls Change
+$924K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$185M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$13.3M
3
PSUF
3
People's United Financial
Connecticut
$6.91M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.1M

Top Sellers

1
PAMG
1
Patton Albertson Miller Group
Tennessee
$7.03M
2
PAG
2
Private Advisor Group
New Jersey
$1.99M
3
CA
3
Cetera Advisors
Colorado
$1.67M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$969K
5
RMC
5
Regis Management Company
California
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$141K +$141K +1,370 New
BWA
177
Burt Wealth Advisors
Maryland
$128K – – –
WWM
178
Wagner Wealth Management
South Carolina
$119K +$1.13K +11 +1%
CCM
179
Covington Capital Management
California
$109K – – –
FPFS
180
First Personal Financial Services
North Carolina
$93K – – –
BFEC
181
Benjamin F. Edwards & Company
Missouri
$89K +$60.5K +589 +212%
PGA
182
Premia Global Advisors
Florida
$85K – – –
GEA
183
Glen Eagle Advisors
New Jersey
$83.2K +$206 +2 +0.2%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.4K – – –
LGWM
185
Litman Gregory Wealth Management
California
$78K – – –
SEI Investments
186
SEI Investments
Pennsylvania
$76K -$7.8K -76 -9%
RWP
187
RWA Wealth Partners
Massachusetts
$69K -$1.37M -13,358 -95%
CAL
188
Capital Advisors Ltd
Ohio
$64K – – –
AA
189
Apriem Advisors
California
$64K +$64K +620 New
SMFS
190
Squar Milner Financial Services
California
$62K +$62K +600 New
SWP
191
Strategic Wealth Partners
Ohio
$51K +$51K +492 New
DPA
192
Delphi Private Advisors
California
$48K – – –
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$48K – – –
CFD
194
Creative Financial Designs
Indiana
$47K – – –
GI
195
Gradient Investments
Minnesota
$32K +$309 +3 +1%
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$31K – – –
BWL
197
Bogart Wealth LLC
Virginia
$30K +$2.05K +20 +7%
WEC
198
Winslow Evans & Crocker
Massachusetts
$30K +$3.78K +36 +14%
FFW
199
Fusion Family Wealth
New York
$29K – – –
SA
200
SRH Advisors
Kansas
$26K – – –
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8
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