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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

177 hedge funds and large institutions have $849M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.43%
New
29
Increased
63
Reduced
53
Closed
15
Calls
$297K
Puts
$804K
Net Calls
-$507K
Net Calls Change
-$142K

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$52.4M
2
HI
2
Horizon Investments
North Carolina
$50.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.3M
4
FIG
4
FundX Investment Group
California
$21.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.6M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$704K
3
BHB
3
Bank Hapoalim BM
Israel
$4.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36M
5
BCM
5
Bluefin Capital Management
New York
$360K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.6M 540,914 +147,407 +37%
BCI
2
Brinker Capital Investments
Pennsylvania
$53.6M 487,077 +65,016 +15%
JCM
3
Janney Capital Management
Pennsylvania
$52.4M 475,616 +475,616 New
BTS
4
BB&T Securities
Virginia
$50.8M 46,138 +9,399 +26%
HI
5
Horizon Investments
North Carolina
$50.6M 459,799 +459,799 New
Bank of America
6
Bank of America
North Carolina
$45M 408,744 -14,982 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36M 326,628 -71,985 -18%
UBS Group
8
UBS Group
Switzerland
$33M 299,676 +3,857 +1%
LPL Financial
9
LPL Financial
California
$32.7M 296,229 -4,065 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$31.3M 283,882 +238,257 +522%
KFA
11
Kays Financial Advisory
Georgia
$25.2M 228,875 +10,438 +5%
Wells Fargo
12
Wells Fargo
California
$21.6M 196,096 +62,015 +46%
FIG
13
FundX Investment Group
California
$21.1M 191,323 +191,323 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.1M 182,629 +56,783 +45%
RJA
15
Raymond James & Associates
Florida
$19.7M 179,208 +576 +0.3%
MIS
16
Morningstar Investment Services
Illinois
$19.7M 178,710 -16,025 -8%
NIM
17
Northeast Investment Management
Massachusetts
$18.8M 171,006 -7,042 -4%
RMC
18
Regis Management Company
California
$15M 136,434 +47,857 +54%
FIM
19
Frontier Investment Management
Texas
$14.4M 131,933 +122,879 +1,357%
BC
20
Bartlett & Co
Ohio
$11.5M 104,486 +12,460 +14%
BAAM
21
Baker Avenue Asset Management
California
$11.1M 101,188 +3,831 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$11M 99,656 +9,770 +11%
FIM
23
Freedom Investment Management
Connecticut
$9.45M 85,845 +15,783 +23%
GA
24
Gateway Advisory
New Jersey
$7.62M 69,156 +1,233 +2%
PA
25
Pinnacle Associates
New York
$7.38M 67,048 +9,810 +17%
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