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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+14
Holders Change %
+6.01%
% of All Funds
5.35%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
42
Increased
91
Reduced
70
Closed
24
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$958K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$74.5M
2
RMC
Regis Management Company
California
+$34.4M
3
KFA
Kays Financial Advisory
Georgia
+$22.3M
4
FIG
FundX Investment Group
California
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$87.2M
2
SMM
Stadion Money Management
Georgia
-$65.7M
3
PA
Pinnacle Associates
New York
-$7.16M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
176
Fernwood Investment Management
Massachusetts
$224K – – –
LRIA
177
Leonard Rickey Investment Advisors
Washington
$224K +$105 +1 +0%
AF
178
Advisornet Financial
Minnesota
$219K -$9.3K -88 -4%
FAIM
179
Financial Advocates Investment Management
Washington
$214K +$214K +2,032 New
MHS
180
M Holdings Securities
Oregon
$211K -$51.5K -488 -20%
PGWM
181
Parisi Gray Wealth Management
New Jersey
$211K – – –
LFAS
182
Level Four Advisory Services
Texas
$211K +$211K +2,003 New
MA
183
Mutual Advisors
Nebraska
$208K – – –
PVH
184
Psagot Value Holdings
Israel
$207K -$2.14M -20,240 -91%
Creative Planning
185
Creative Planning
Kansas
$205K -$5.28K -50 -3%
Ameriprise
186
Ameriprise
Minnesota
$204K +$204K +1,927 New
DOA
187
D'Orazio & Associates
Virginia
$202K +$106 +1 +0.1%
KLI
188
Kelman-Lazarov Inc
Tennessee
$201K -$53.5K -506 -21%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$195K +$117K +1,112 +150%
CFGS
190
Concourse Financial Group Securities
Alabama
$179K -$27.3K -259 -13%
Barclays
191
Barclays
United Kingdom
$179K +$179K +1,700 New
PCM
192
Price Capital Management
Louisiana
$179K +$179K +1,700 New
IA
193
IFP Advisors
Florida
$172K -$87.7K -840 -34%
OAJ
194
Ogorek Anthony Joseph
New York
$170K – – –
FHB
195
First Hawaiian Bank
Hawaii
$155K -$42.2K -398 -21%
US Bancorp
196
US Bancorp
Minnesota
$145K – – –
BWA
197
BDO Wealth Advisors
Florida
$139K +$41.2K +390 +42%
SWM
198
SeaCrest Wealth Management
New York
$126K -$18.4K -174 -13%
SHIM
199
Stone House Investment Management
Pennsylvania
$119K +$119K +1,131 New
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K +$33.2K +315 +39%
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