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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

184 hedge funds and large institutions have $876M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 17 closing their positions.

Holders
184
Holders Change
+13
Holders Change %
+7.6%
% of All Funds
4.83%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.34%
New
33
Increased
65
Reduced
54
Closed
17
Calls
$2.97M
Puts
–
Net Calls
+$2.97M
Net Calls Change
+$2.98M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$69.4M
2
FIM
2
Freedom Investment Management
Connecticut
$30.7M
3
RMC
3
Regis Management Company
California
$32.3M
4
Bank of America
4
Bank of America
North Carolina
$84.3M
5
FFWA
5
FRG Family Wealth Advisors
Washington
$10.5M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$27.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.7M
4
BTS
4
BB&T Securities
Virginia
$5.98M
5
FAAS
5
First Allied Advisory Services
California
$660K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$84.3M 808,501 +115,734 +17%
LPL Financial
2
LPL Financial
California
$69.4M 665,804 +321,057 +93%
BCI
3
Brinker Capital Investments
Pennsylvania
$60.2M 577,606 +90,173 +18%
Morgan Stanley
4
Morgan Stanley
New York
$54.8M 525,536 +34,826 +7%
JCM
5
Janney Capital Management
Pennsylvania
$48M 460,520 -9,684 -2%
MIS
6
Morningstar Investment Services
Illinois
$43.8M 420,327 -22,283 -5%
RMC
7
Regis Management Company
California
$32.3M 310,394 +162,689 +110%
FIM
8
Freedom Investment Management
Connecticut
$30.7M 295,023 +271,418 +1,150%
UBS Group
9
UBS Group
Switzerland
$28.9M 277,577 -45,607 -14%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$27.7M 265,424 -151,082 -36%
Wells Fargo
11
Wells Fargo
California
$27.1M 259,813 +26,659 +11%
KFA
12
Kays Financial Advisory
Georgia
$26.1M 250,626 +3,823 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.5M 186,700 -44,611 -19%
BC
14
Bartlett & Co
Ohio
$19.1M 183,032 +58,221 +47%
WI
15
WBI Investments
New Jersey
$15.2M 145,459 -27,823 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.7M 121,756 -81,794 -40%
CA
17
Cetera Advisors
Colorado
$12.6M 121,314 -2,660 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.1M 116,205 +15,361 +15%
FIM
19
Frontier Investment Management
Texas
$11.5M 109,936 -9,585 -8%
BAAM
20
Baker Avenue Asset Management
California
$11.1M 106,526 +5,235 +5%
FFWA
21
FRG Family Wealth Advisors
Washington
$10.5M 100,760 +100,760 New
BWM
22
Braver Wealth Management
Massachusetts
$9.02M 86,574 +61,689 +248%
SC
23
Scotia Capital
Ontario, Canada
$8.88M 84,589 – –
VC
24
Vicus Capital
Pennsylvania
$8.65M 83,038 +3,514 +4%
SRSA
25
S.R. Schill & Associates
Washington
$7.97M 76,499 +10,431 +16%
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