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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

50 hedge funds and large institutions have $82.7M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
16
Closed
1
Calls
–
Puts
$426K
Net Calls
-$426K
Net Calls Change
-$426K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18M
3
LYV
3
Live Your Vision
Pennsylvania
$2.02M
4
FM
4
Foster & Motley
Ohio
$1.46M
5
PAG
5
Pinnacle Advisory Group
Maryland
$543K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.85M
2
Wells Fargo
2
Wells Fargo
California
$3.17M
3
EFS
3
Essex Financial Services
Connecticut
$219K
4
JIR
4
James Investment Research
Ohio
$279K
5
VC
5
Vicus Capital
Pennsylvania
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$506K 9,514 +500 +6%
FBT
27
Founders Bank & Trust
Michigan
$497K 9,342 +3,595 +63%
Goldman Sachs
28
Goldman Sachs
New York
$352K 6,616 – –
PNAA
29
Pictet North America Advisors
Switzerland
$341K 6,400 – –
PCMC
30
Paragon Capital Management (Colorado)
Colorado
$319K 5,987 – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$299K 5,621 +5,621 New
SFM
32
Signature Financial Management
Virginia
$295K 5,526 -3,355 -38%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$281K 5,281 -74 -1%
JIR
34
James Investment Research
Ohio
– – – –
MC
35
Moors & Cabot
Massachusetts
$278K 5,230 +5,230 New
AT
36
Arden Trust
Delaware
$269K 5,063 – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$243K 4,558 -2,299 -34%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$220K 4,141 -2,571 -38%
DI
39
Dalton Investments
Nevada
$220K 4,143 +19 +0.5%
EFS
40
Essex Financial Services
Connecticut
$219K 2,155 -6,645 -76%
AIG
41
American International Group
New York
$209K 3,930 +278 +8%
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$202K 3,800 +3,800 New
Creative Planning
43
Creative Planning
Kansas
$140K 2,635 – –
MFS
44
MSI Financial Services
Massachusetts
$134K 2,524 +208 +9%
NES
45
New England Securities
New York
$53K 999 -534 -35%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$53K 1,000 – –
Citigroup
47
Citigroup
New York
$51K 953 +3 +0.3%
PSI
48
Pinnacle Summer Investments
Virginia
$44K 830 +42 +5%
BC
49
Bartlett & Co
Ohio
$25K 475 – –
Ameriprise
50
Ameriprise
Minnesota
$4K 73 +73 New
1
2
3