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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
VC
4
Vicus Capital
Pennsylvania
$1.53M
5
SFM
5
Signature Financial Management
Virginia
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.4M 270,550 +37,068 +16%
GA
2
Gateway Advisory
New Jersey
$12.4M 233,305 -1,449 -0.6%
Bank of America
3
Bank of America
North Carolina
$9.85M 185,187 -78,650 -30%
U
4
UBS
Switzerland
$8.34M 156,667 +6,346 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.18M 78,546 +23,104 +42%
Wells Fargo
6
Wells Fargo
California
$3.17M 59,517 -18,634 -24%
CC
7
Curian Capital
Colorado
$3.03M 57,003 -2,327 -4%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.57M 48,320 +296 +0.6%
LYV
9
Live Your Vision
Pennsylvania
$2.02M 37,974 +15,209 +67%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.01M 37,775 +6,152 +19%
VC
11
Vicus Capital
Pennsylvania
$1.53M 28,752 -3,416 -11%
BA
12
Boston Advisors
Massachusetts
$1.51M 28,292 -272 -1%
DD
13
Dominick & Dominick
New York
$1.48M 27,800 – –
FM
14
Foster & Motley
Ohio
$1.46M 27,462 +11,672 +74%
Stifel Financial
15
Stifel Financial
Missouri
$1.24M 23,317 +1,216 +6%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$1.09M 20,439 +1,770 +9%
SC
17
SouthState Corp
Florida
$1.06M 19,985 -798 -4%
ACP
18
Aviance Capital Partners
Florida
$918K 17,248 +2,035 +13%
CAN
19
Cetera Advisor Networks
California
$863K 16,200 -200 -1%
CCM
20
Coldstream Capital Management
Washington
$783K 14,718 +1,812 +14%
LPL Financial
21
LPL Financial
California
$746K 14,015 -956 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$697K 13,101 -256 -2%
CIM
23
Confluence Investment Management
Missouri
$688K 12,926 +1,959 +18%
OC
24
Oppenheimer & Co
New York
$572K 10,750 +50 +0.5%
PAG
25
Pinnacle Advisory Group
Maryland
$543K 10,205 +10,205 New
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