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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

193 hedge funds and large institutions have $876M invested in PIMCO Active Bond Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
27
Increased
54
Reduced
70
Closed
17
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$4.17M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$25M
2
SGI
2
Swan Global Investments
Colorado
$13.1M
3
FIM
3
Freedom Investment Management
Connecticut
$42M
4
CWM
4
Cornerstone Wealth Management
Missouri
$8.61M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.5M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
BAAM
3
Baker Avenue Asset Management
California
$561K
4
LPL Financial
4
LPL Financial
California
$62.1M
5
SC
5
Scotia Capital
Ontario, Canada
$4.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.5M 630,778 -177,723 -22%
LPL Financial
2
LPL Financial
California
$62.1M 587,907 -77,897 -12%
BCI
3
Brinker Capital Investments
Pennsylvania
$61.7M 585,423 +7,817 +1%
Morgan Stanley
4
Morgan Stanley
New York
$56.1M 531,456 +5,920 +1%
FIM
5
Freedom Investment Management
Connecticut
$42M 398,583 +103,560 +35%
MIS
6
Morningstar Investment Services
Illinois
$41.1M 390,037 -30,290 -7%
UBS Group
7
UBS Group
Switzerland
$35.3M 334,679 +57,102 +21%
RMC
8
Regis Management Company
California
$35.1M 332,742 +22,348 +7%
Wells Fargo
9
Wells Fargo
California
$33.3M 316,044 +56,231 +22%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$27.3M 258,727 -6,697 -3%
KFA
11
Kays Financial Advisory
Georgia
$26.7M 252,870 +2,244 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$26.5M 251,612 +64,912 +35%
VC
13
Vicus Capital
Pennsylvania
$25M 236,978 +153,940 +185%
BC
14
Bartlett & Co
Ohio
$19.7M 186,459 +3,427 +2%
WI
15
WBI Investments
New Jersey
$17.3M 163,971 +18,512 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.4M 126,919 +5,163 +4%
SGI
17
Swan Global Investments
Colorado
$13.1M 124,603 +124,603 New
FIM
18
Frontier Investment Management
Texas
$11.3M 106,832 -3,104 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$11.1M 104,791 -11,414 -10%
FFWA
20
FRG Family Wealth Advisors
Washington
$10.5M 99,729 -1,031 -1%
BWM
21
Braver Wealth Management
Massachusetts
$8.96M 84,957 -1,617 -2%
CA
22
Cetera Advisors
Colorado
$8.83M 83,745 -37,569 -31%
CWM
23
Cornerstone Wealth Management
Missouri
$8.61M 81,360 +81,360 New
SRSA
24
S.R. Schill & Associates
Washington
$7.75M 73,430 -3,069 -4%
GA
25
Gateway Advisory
New Jersey
$7.64M 72,421 +1,735 +2%
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