MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
226
Mariner
Kansas
$279K -$23.1K -443 -8%
MAM
227
Milestone Asset Management
Pennsylvania
$275K – – –
EH
228
Equitable Holdings
New York
$270K – – –
MA
229
Mutual Advisors
Nebraska
$262K – – –
PA
230
PFG Advisors
Arizona
$254K +$10K +192 +4%
SCA
231
Stokes Capital Advisors
South Carolina
$254K – – –
SWM
232
Seaside Wealth Management
California
$254K +$55K +1,057 +28%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$252K -$16.5K -317 -6%
BFA
234
Beaumont Financial Advisors
Massachusetts
$244K – – –
PAWA
235
Palo Alto Wealth Advisors
California
$242K +$11.6K +222 +5%
IA
236
IFP Advisors
Florida
$241K -$18.6K -358 -7%
KFI
237
Key Financial Inc
Pennsylvania
$239K – – –
FFN
238
Focus Financial Network
Minnesota
$236K -$89.6K -1,710 -28%
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$234K – – –
SP
240
Stablepoint Partners
Massachusetts
$233K +$233K +4,444 New
PCIA
241
Prime Capital Investment Advisors
Kansas
$232K -$6.77K -130 -3%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$213K – – –
JF
243
JSF Financial
California
$208K – – –
IF
244
Intrua Financial
Texas
$207K +$207K +3,972 New
BFA
245
Bright Financial Advisors
Michigan
$203K +$203K +3,906 New
GA
246
Goldstein Advisors
Wisconsin
$203K +$203K +3,898 New
HIP
247
HUB Investment Partners
Texas
$201K +$201K +3,868 New
CAM
248
Cozad Asset Management
Illinois
$200K – – –
SSB
249
Sandy Spring Bank
Maryland
$179K +$179K +3,430 New
HI
250
Harbour Investments
Wisconsin
$143K +$52 +1 +0%
8 9
10
11 12