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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

47 hedge funds and large institutions have $81.2M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
22
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$7.91M
2
GA
2
Gateway Advisory
New Jersey
$12.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.16M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.66M
5
CC
5
Curian Capital
Colorado
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
GF
4
Gerstein Fisher
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
26
Signature Financial Management
Virginia
$468K 8,881 -1,148 -11%
EFS
27
Essex Financial Services
Connecticut
$463K 8,800 – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$361K 6,857 +6,857 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$353K 6,712 +348 +5%
Goldman Sachs
30
Goldman Sachs
New York
$348K 6,616 +6,616 New
PNAA
31
Pictet North America Advisors
Switzerland
$337K 6,400 – –
PCMC
32
Paragon Capital Management (Colorado)
Colorado
$315K 5,987 – –
FBT
33
Founders Bank & Trust
Michigan
$302K 5,747 – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$282K 5,355 +35 +0.7%
JIR
35
James Investment Research
Ohio
– – – –
AT
36
Arden Trust
Delaware
$266K 5,063 – –
BWG
37
Beta Wealth Group
California
$262K 4,975 -4,200 -46%
DI
38
Dalton Investments
Nevada
$217K 4,124 +22 +0.5%
AIG
39
American International Group
New York
$192K 3,652 +400 +12%
PP
40
Palladium Partners
Virginia
$156K 2,965 +2,965 New
Creative Planning
41
Creative Planning
Kansas
$139K 2,635 +539 +26%
MFS
42
MSI Financial Services
Massachusetts
$122K 2,316 -629 -21%
NES
43
New England Securities
New York
$81K 1,533 -312 -17%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$53K 1,000 – –
Citigroup
45
Citigroup
New York
$50K 950 +118 +14%
PSI
46
Pinnacle Summer Investments
Virginia
$42K 788 +381 +94%
BC
47
Bartlett & Co
Ohio
$25K 475 – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1K 22 – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– – -23,132 Closed
GF
50
Gerstein Fisher
New York
– – -16,000 Closed
1
2
3