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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

247 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+14
Holders Change %
+6.01%
% of All Funds
5.35%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
42
Increased
91
Reduced
70
Closed
24
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$958K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$74.5M
2
RMC
Regis Management Company
California
+$34.4M
3
KFA
Kays Financial Advisory
Georgia
+$22.3M
4
FIG
FundX Investment Group
California
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$87.2M
2
SMM
Stadion Money Management
Georgia
-$65.7M
3
PA
Pinnacle Associates
New York
-$7.16M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.6M +$74.5M +671,825 +617%
RMC
2
Regis Management Company
California
$62.7M +$34.4M +325,999 +122%
Morgan Stanley
3
Morgan Stanley
New York
$59.7M +$8.62M +81,658 +17%
Bank of America
4
Bank of America
North Carolina
$59.4M +$15.6M +147,566 +36%
KFA
5
Kays Financial Advisory
Georgia
$53M +$22.3M +210,895 +72%
Wells Fargo
6
Wells Fargo
California
$44.8M +$2.69M +25,502 +6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$35.1M -$432K -4,090 -1%
BCI
8
Brinker Capital Investments
Pennsylvania
$33.3M +$3.8M +36,036 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$33.2M +$5.5M +52,071 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$29.2M -$4.36M -41,353 -13%
UBS Group
11
UBS Group
Switzerland
$24.6M +$1.82M +17,274 +8%
CWM
12
Cornerstone Wealth Management
Missouri
$24.4M -$39K -290 -0.2%
LPL Financial
13
LPL Financial
California
$21.5M +$4.53M +42,901 +27%
MMA
14
Miracle Mile Advisors
California
$18.7M +$489K +4,633 +3%
FIG
15
FundX Investment Group
California
$18.2M +$18.2M +172,164 New
RJA
16
Raymond James & Associates
Florida
$17.8M +$13.3M +125,771 +291%
FFG
17
Frisch Financial Group
New York
$17.8M +$7.19M +68,115 +68%
Stifel Financial
18
Stifel Financial
Missouri
$14.9M +$2.68M +25,394 +22%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$13.7M -$32.1K -304 -0.2%
EGWAG
20
Elwood & Goetz Wealth Advisory Group
Georgia
$13.4M +$1.02M +9,669 +8%
VC
21
Vicus Capital
Pennsylvania
$13.4M +$144K +1,343 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.2M +$1.88M +17,827 +17%
BFG
23
Bouchey Financial Group
New York
$13.1M +$1.24M +11,740 +10%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$11.6M +$1.3M +12,280 +13%
SC
25
Scotia Capital
Ontario, Canada
$10.7M +$1.51M +14,311 +16%
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