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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

220 hedge funds and large institutions have $860M invested in PIMCO Active Bond Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
220
Holders Change
+37
Holders Change %
+20.22%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
54
Increased
80
Reduced
42
Closed
15
Calls
–
Puts
$880K
Net Calls
-$880K
Net Calls Change
+$326K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.8M
2
PAMG
2
Patton Albertson Miller Group
Tennessee
$15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.6M
4
SCA
4
Stokes Capital Advisors
South Carolina
$7.64M
5
Wells Fargo
5
Wells Fargo
California
$31.6M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.7M
3
RWP
3
RWA Wealth Partners
Massachusetts
$3.91M
4
PAG
4
Private Advisor Group
New Jersey
$1.48M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JCM
1
Janney Capital Management
Pennsylvania
$71M 669,706 +6,451 +1%
Morgan Stanley
2
Morgan Stanley
New York
$62.7M 591,547 +32,255 +6%
PI
3
PHH Investments
Texas
$55M 519,120 +31,321 +6%
Bank of America
4
Bank of America
North Carolina
$49.5M 466,832 +20,561 +5%
BCI
5
Brinker Capital Investments
Pennsylvania
$45.4M 428,485 -2,176 -0.5%
KFA
6
Kays Financial Advisory
Georgia
$36.4M 343,060 +19,411 +6%
RMC
7
Regis Management Company
California
$35.6M 335,704 +16,433 +5%
Wells Fargo
8
Wells Fargo
California
$31.6M 298,236 +55,107 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.6M 297,966 +73,224 +33%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.8M 224,060 +150,349 +204%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$20.7M 195,074 -206,843 -51%
CWM
12
Cornerstone Wealth Management
Missouri
$18.6M 174,982 +14,092 +9%
LPL Financial
13
LPL Financial
California
$16.2M 153,256 +10,074 +7%
UBS Group
14
UBS Group
Switzerland
$15.8M 148,892 -16,809 -10%
PAMG
15
Patton Albertson Miller Group
Tennessee
$15M 141,538 +129,525 +1,078%
BFG
16
Bouchey Financial Group
New York
$14.2M 134,322 +13,892 +12%
Stifel Financial
17
Stifel Financial
Missouri
$10.4M 98,008 -1,297 -1%
FFWA
18
FRG Family Wealth Advisors
Washington
$10.1M 94,894 +7,986 +9%
OAM
19
Occidental Asset Management
California
$9.52M 89,819 +8,075 +10%
FIM
20
Frontier Investment Management
Texas
$9.52M 89,771 -3,602 -4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$8.95M 84,424 +22,091 +35%
RJA
22
Raymond James & Associates
Florida
$8.72M 82,282 +2,026 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$8.7M 82,025 +1,204 +1%
HCM
24
Hollencrest Capital Management
California
$8.22M 77,538 +7,278 +10%
VC
25
Vicus Capital
Pennsylvania
$8.09M 76,353 -4,124 -5%
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