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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

203 hedge funds and large institutions have $1.12B invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
5.87%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
21
Increased
87
Reduced
59
Closed
19
Calls
$10.6M
Puts
$480K
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$20M
3
Bank of America
3
Bank of America
North Carolina
$83.7M
4
NIM
4
Northeast Investment Management
Massachusetts
$11.4M
5
Jane Street
5
Jane Street
New York
$11.3M

Top Sellers

1
IAS
1
INR Advisory Services
Pennsylvania
$1.69M
2
AAS
2
Annex Advisory Services
Wisconsin
$2.22M
3
Goldman Sachs
3
Goldman Sachs
New York
$373K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.7M 906,865 -50,148 -5%
Bank of America
2
Bank of America
North Carolina
$83.7M 784,819 +124,991 +19%
U
3
UBS
Switzerland
$80.8M 757,131 +10,937 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63.5M 595,106 -3,564 -0.6%
Citigroup
5
Citigroup
New York
$59.7M 559,591 +44,530 +9%
Wells Fargo
6
Wells Fargo
California
$44.5M 416,816 +7,938 +2%
MIH
7
Madison Investment Holdings
Wisconsin
$37.2M 348,961 +5,388 +2%
LPL Financial
8
LPL Financial
California
$37.1M 347,751 -31,165 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$32.4M 304,092 +48,562 +19%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$32.2M 302,169 -16,297 -5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$32.2M 301,714 +210,214 +230%
MIS
12
Morningstar Investment Services
Illinois
$31.8M 298,578 +14,379 +5%
KFA
13
Kays Financial Advisory
Georgia
$21M 197,022 +13,079 +7%
UCFA
14
United Capital Financial Advisors
Texas
$20M 187,279 +187,279 New
BCI
15
Brinker Capital Investments
Pennsylvania
$18.2M 171,000 +25,600 +18%
PI
16
Placemark Investments
Illinois
$17.5M 163,754 +27,842 +20%
CAL
17
Capital Analysts LLC
Pennsylvania
$15.6M 145,844 +13,551 +10%
ST
18
Spinnaker Trust
Maine
$15.5M 145,085 -44,227 -23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.6M 136,672 +1,119 +0.8%
WI
20
WBI Investments
New Jersey
$13.3M 124,397 -16,174 -12%
NIM
21
Northeast Investment Management
Massachusetts
$11.4M 107,293 +107,293 New
Jane Street
22
Jane Street
New York
$11.3M 105,579 +105,579 New
Mariner
23
Mariner
Kansas
$10.5M 98,564 +88,191 +850%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$10.4M 97,326 +32,168 +49%
FIM
25
Freedom Investment Management
Connecticut
$9.44M 88,530 -9,012 -9%
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