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PIMCO Active Bond Exchange-Traded Fund

181 hedge funds and large institutions have $1.05B invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-17
Holders Change %
-8.59%
% of All Funds
5.26%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
21
Increased
64
Reduced
65
Closed
38
Calls
$7.93M
Puts
$727K
Net Calls
+$7.2M
Net Calls Change
+$4.53M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$77.2M -$16.8M -155,078 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.3M +$6.31M +58,068 +9%
Morgan Stanley
3
Morgan Stanley
New York
$72.6M -$17.6M -162,021 -20%
Citigroup
4
Citigroup
New York
$63.3M +$5.25M +48,337 +9%
U
5
UBS
Switzerland
$60.2M -$16.7M -154,013 -22%
BCI
6
Brinker Capital Investments
Pennsylvania
$45M +$6.51M +59,943 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$40M -$1.45M -13,340 -3%
LPL Financial
8
LPL Financial
California
$38.3M +$684K +6,274 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$36.1M +$3.98M +36,627 +12%
Wells Fargo
10
Wells Fargo
California
$30.6M -$13.8M -126,890 -31%
BTS
11
BB&T Securities
Virginia
$29.9M +$24.3M +22,398 +439%
PI
12
Placemark Investments
Illinois
$27.1M +$1.73M +15,943 +7%
KFA
13
Kays Financial Advisory
Georgia
$23.5M +$1.6M +14,776 +7%
MIS
14
Morningstar Investment Services
Illinois
$20.1M -$15.1M -138,611 -43%
NIM
15
Northeast Investment Management
Massachusetts
$20.1M -$851K -7,835 -4%
RJA
16
Raymond James & Associates
Florida
$19.7M +$15.6M +143,284 +376%
UCFA
17
United Capital Financial Advisors
Texas
$19.6M +$14.7M +135,377 +303%
CAL
18
Capital Analysts LLC
Pennsylvania
$19.4M +$2.25M +20,684 +13%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$15.1M +$1.96M +18,063 +15%
VKH
20
Virtu KCG Holdings
New York
$14.9M +$14M +129,336 +1,658%
WI
21
WBI Investments
New Jersey
$14.1M +$949K +8,740 +7%
ST
22
Spinnaker Trust
Maine
$14.1M -$183K -1,681 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.9M -$5.22M -48,065 -27%
Goldman Sachs
24
Goldman Sachs
New York
$10.6M +$10.6M +97,927 New
BAAM
25
Baker Avenue Asset Management
California
$10.2M +$826K +7,609 +9%