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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

225 hedge funds and large institutions have $895M invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
5.16%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
27
Increased
85
Reduced
65
Closed
17
Calls
$302K
Puts
$865K
Net Calls
-$563K
Net Calls Change
+$317K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$25.8M
2
JCM
Janney Capital Management
Pennsylvania
+$10.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.9M
4
QA
Quantitative Advantage
Minnesota
+$8.52M
5
RMC
Regis Management Company
California
+$6.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
FFWA
FRG Family Wealth Advisors
Washington
-$8.62M
3
Bank of America
Bank of America
North Carolina
-$7.58M
4
RJA
Raymond James & Associates
Florida
-$2.96M
5
SCA
Stokes Capital Advisors
South Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1
Janney Capital Management
Pennsylvania
$80.5M +$10.7M +102,936 +15%
PI
2
PHH Investments
Texas
$53.9M -$205K -1,965 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$47.2M -$14.5M -139,047 -24%
BCI
4
Brinker Capital Investments
Pennsylvania
$45.1M +$425K +4,075 +1%
RMC
5
Regis Management Company
California
$41.8M +$6.78M +65,040 +19%
Bank of America
6
Bank of America
North Carolina
$41.1M -$7.58M -72,716 -16%
KFA
7
Kays Financial Advisory
Georgia
$36.9M +$1.17M +11,272 +3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$34.6M +$25.8M +247,477 +293%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$32.9M +$1.8M +17,240 +6%
Wells Fargo
10
Wells Fargo
California
$31.5M +$446K +4,275 +1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$30.2M +$9.9M +94,992 +49%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$27.6M +$4.52M +43,918 +20%
CWM
13
Cornerstone Wealth Management
Missouri
$19.3M +$1.19M +11,442 +7%
LPL Financial
14
LPL Financial
California
$15.7M -$248K -2,377 -2%
UBS Group
15
UBS Group
Switzerland
$14.3M -$1.18M -11,286 -8%
PAMG
16
Patton Albertson Miller Group
Tennessee
$12.8M -$1.98M -18,959 -13%
BFG
17
Bouchey Financial Group
New York
$12.1M -$1.87M -17,974 -13%
Stifel Financial
18
Stifel Financial
Missouri
$10.7M +$488K +4,686 +5%
FIM
19
Frontier Investment Management
Texas
$9.87M +$514K +4,935 +5%
OAM
20
Occidental Asset Management
California
$9.52M +$157K +1,503 +2%
QA
21
Quantitative Advantage
Minnesota
$8.52M +$8.52M +81,706 New
PA
22
Pinnacle Associates
New York
$8.3M +$1.54M +14,744 +23%
HCM
23
Hollencrest Capital Management
California
$8.22M +$135K +1,296 +2%
AG
24
Advisor Group
Arizona
$7.4M +$572K +5,484 +8%
SC
25
Scotia Capital
Ontario, Canada
$7.24M +$318K +3,051 +5%
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