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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
226
AlTi Global
New York
$210K
JF
227
JSF Financial
California
$210K
FFA
228
Farther Finance Advisors
California
$207K +$207K +3,958 New
TSS
229
Two Sigma Securities
New York
$204K +$204K +3,879 New
CAM
230
Cozad Asset Management
Illinois
$202K
SWM
231
Seaside Wealth Management
California
$200K +$200K +3,814 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$188K +$188K +3,600 New
GWM
233
Geneos Wealth Management
Colorado
$154K -$83.9K -1,599 -35%
HI
234
Harbour Investments
Wisconsin
$144K +$33K +629 +30%
SOS
235
Silver Oak Securities
Tennessee
$115K -$393K -7,492 -77%
AWM
236
Avior Wealth Management
Nebraska
$98.2K +$30.3K +578 +45%
PCMC
237
Planning Capital Management Corporation
Pennsylvania
$91.2K
WP
238
WealthShield Partners
North Carolina
$87.3K -$33.2K -632 -28%
CFGS
239
Concourse Financial Group Securities
Alabama
$80.7K
CA
240
Clearstead Advisors
Ohio
$80.2K +$80.2K +1,539 New
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$73.5K
RTL
242
Red Tortoise LLC
Georgia
$70K +$577 +11 +0.8%
IGWM
243
ICA Group Wealth Management
Colorado
$63K
VWWMG
244
Vermillion & White Wealth Management Group
Pennsylvania
$45.1K -$3.41K -65 -7%
PS
245
Principal Securities
Iowa
$41.6K +$315 +6 +0.8%
NCM
246
Northwest Capital Management
Oregon
$38.3K
GWSG
247
GPS Wealth Strategies Group
Colorado
$28.9K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$25K -$139K -2,649 -85%
RIL
249
Rothschild Investment LLC
Illinois
$19.7K
Fidelity Investments
250
Fidelity Investments
Massachusetts
$19K