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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

51 hedge funds and large institutions have $101M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
15
Reduced
21
Closed
3
Calls
$438K
Puts
–
Net Calls
+$438K
Net Calls Change
+$438K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$660K
4
YP
4
Yellowstone Partners
Idaho
$416K
5
Wells Fargo
5
Wells Fargo
California
$6.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.4M
2
JCM
2
Janney Capital Management
Pennsylvania
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.13M
4
CCM
4
Coldstream Capital Management
Washington
$2.22M
5
CC
5
Curian Capital
Colorado
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$555K +$254K +4,818 +84%
ONB
27
Old National Bancorp
Indiana
$512K – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$508K – – –
CWM
29
Cabot Wealth Management
Massachusetts
$497K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$423K +$8.97K +170 +2%
YP
31
Yellowstone Partners
Idaho
$416K +$416K +7,882 New
TIM
32
Tortoise Investment Management
New York
$374K -$218K -4,137 -37%
PAG
33
Pinnacle Advisory Group
Maryland
$331K -$185K -3,510 -36%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$319K – – –
PCMC
35
Paragon Capital Management (Colorado)
Colorado
$316K – – –
HH
36
Hilltop Holdings
Texas
$287K -$6.85K -130 -2%
MC
37
Moors & Cabot
Massachusetts
$273K -$52.5K -994 -16%
FBNAT
38
FirstMerit Bank N.A. Trustee
Ohio
$256K -$3.7K -70 -1%
SFM
39
Signature Financial Management
Virginia
$234K -$14.9K -280 -6%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$205K +$205K +3,884 New
AIG
41
American International Group
New York
$178K -$33.7K -638 -16%
MFS
42
MSI Financial Services
Massachusetts
$148K -$48K -910 -24%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$79K – – –
PSI
44
Pinnacle Summer Investments
Virginia
$52K – – –
US Bancorp
45
US Bancorp
Minnesota
$29K -$73.8K -1,400 -72%
JIR
46
James Investment Research
Ohio
$29K +$29K +555 New
NFG
47
Next Financial Group
Texas
$26K +$155 +3 +0.6%
BC
48
Bartlett & Co
Ohio
$25K – – –
Citigroup
49
Citigroup
New York
$20K – – –
MA
50
MUFG Americas
New York
$15K +$15K +276 New
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2
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