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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 %
GC
201
Grace Capital
Massachusetts
$106K – – –
AIA
202
Alera Investment Advisors
Illinois
$96K +$20.8K +197 +28%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$29.9K +284 +55%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$82K +$530 +5 +0.7%
CCM
205
Covington Capital Management
California
$75K – – –
FRA
206
Front Row Advisors
California
$75K – – –
FPFS
207
First Personal Financial Services
North Carolina
$68K – – –
CAL
208
Capital Advisors Ltd
Ohio
$65K – – –
SMFS
209
Squar Milner Financial Services
California
$63K – – –
NFG
210
Next Financial Group
Texas
$50K -$325K -3,110 -87%
NFH
211
NEXT Financial Holdings
Texas
$50K +$50K +478 New
CFD
212
Creative Financial Designs
Indiana
$48K – – –
IRC
213
Investors Research Corp
Georgia
$44K +$44K +415 New
LPWM
214
Lake Point Wealth Management
Texas
$42K -$1.85M -17,141 -98%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$40K +$12.3K +117 +44%
WEC
216
Winslow Evans & Crocker
Massachusetts
$34K – – –
GI
217
Gradient Investments
Minnesota
$34K +$319 +3 +0.9%
BMM
218
Buffington Mohr McNeal
Idaho
$33K +$33K +310 New
GSWM
219
Golden State Wealth Management
California
$27K +$27K +255 New
SA
220
SRH Advisors
Kansas
$26K – – –
TL
221
TrueWealth LLC
Georgia
$26K +$211 +2 +0.8%
S
222
SignatureFD
Georgia
$26K +$26K +242 New
William Blair & Company
223
William Blair & Company
Illinois
$25K – – –
RFWA
224
RPg Family Wealth Advisory
Massachusetts
$21.1K – – –
OIA
225
Optimum Investment Advisors
Illinois
$21K – – –
7 8
9
10 11