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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

201 hedge funds and large institutions have $1.08B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
43
Increased
57
Reduced
74
Closed
31
Calls
$8.17M
Puts
$607K
Net Calls
+$7.56M
Net Calls Change
+$3.31M

Top Buyers

1
KFA
1
Kays Financial Advisory
Georgia
$19.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$62.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.96M
4
IAS
4
INR Advisory Services
Pennsylvania
$48.3M
5
PNAA
5
Pictet North America Advisors
Switzerland
$4.93M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$10.2M
2
Bank of America
2
Bank of America
North Carolina
$69.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
Citigroup
5
Citigroup
New York
$53.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$100M 957,013 +32,595 +4%
U
2
UBS
Switzerland
$78.2M 746,194 +45,383 +6%
Bank of America
3
Bank of America
North Carolina
$69.1M 659,828 -213,211 -24%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.7M 598,670 +96,384 +19%
Citigroup
5
Citigroup
New York
$53.9M 515,061 -93,371 -15%
IAS
6
INR Advisory Services
Pennsylvania
$48.3M 460,953 +51,400 +13%
Wells Fargo
7
Wells Fargo
California
$42.8M 408,878 +177 +0%
LPL Financial
8
LPL Financial
California
$39.7M 378,916 +3,039 +0.8%
MIH
9
Madison Investment Holdings
Wisconsin
$36M 343,573 +38,350 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$33.4M 318,466 +2,269 +0.7%
MIS
11
Morningstar Investment Services
Illinois
$29.8M 284,199 +16,539 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.8M 255,530 +37,684 +17%
ST
13
Spinnaker Trust
Maine
$19.8M 189,312 -4,783 -2%
KFA
14
Kays Financial Advisory
Georgia
$19.3M 183,943 +183,943 New
BCI
15
Brinker Capital Investments
Pennsylvania
$15.2M 145,400 +35,000 +32%
WI
16
WBI Investments
New Jersey
$14.7M 140,571 -23,491 -14%
PI
17
Placemark Investments
Illinois
$14.2M 135,912 -4,987 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.2M 135,553 +4,236 +3%
CAL
19
Capital Analysts LLC
Pennsylvania
$13.9M 132,293 +8,062 +6%
AAS
20
Annex Advisory Services
Wisconsin
$12.8M 122,091 +385 +0.3%
DADC
21
D.A. Davidson & Co
Montana
$10.8M 103,036 -1,022 -1%
FIM
22
Freedom Investment Management
Connecticut
$10.2M 97,542 -223,770 -70%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.96M 95,121 +65,996 +227%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$9.58M 91,500 -4,367 -5%
Goldman Sachs
25
Goldman Sachs
New York
$9.39M 89,635 +18,808 +27%
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