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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
226
Private Wealth Group
Florida
$435K +$435K +8,405 New
CWG
227
Crown Wealth Group
North Carolina
$434K -$571K -11,044 -57%
HGA
228
Hobbs Group Advisors
South Carolina
$426K -$81.6K -1,577 -16%
VC
229
Vicus Capital
Pennsylvania
$423K +$7.24K +140 +2%
FAFN
230
First Affirmative Financial Network
Colorado
$422K +$21.2K +410 +5%
CFP
231
Curran Financial Partners
South Carolina
$414K +$188K +3,631 +83%
MPW
232
Magnolia Private Wealth
Pennsylvania
$406K +$406K +7,845 New
ALA
233
Atlas Legacy Advisors
California
$404K +$404K +7,803 New
4WM
234
49 Wealth Management
Texas
$403K +$41.6K +805 +12%
DWM
235
DecisionMap Wealth Management
Virginia
$398K +$398K +7,697 New
CCFM
236
Clear Creek Financial Management
Washington
$393K +$517 +10 +0.1%
RFG
237
REAP Financial Group
Texas
$386K +$2.22K +43 +0.6%
AA
238
Armis Advisers
Georgia
$386K +$386K +7,456 New
BCA
239
Ballentine Capital Advisors
South Carolina
$379K -$129K -2,497 -25%
HWM
240
Howard Wealth Management
Connecticut
$378K +$35.7K +691 +10%
GWM
241
Geneos Wealth Management
Colorado
$376K +$27.2K +526 +8%
DC
242
Davenport & Co
Virginia
$373K +$36.2K +700 +11%
CPA
243
Clear Point Advisors
New York
$371K -$11.3K -219 -3%
EH
244
Equitable Holdings
New York
$365K +$51.7K +1,000 +17%
DWS
245
Discipline Wealth Solutions
South Carolina
$364K +$364K +7,039 New
1WM
246
1900 Wealth Management
Texas
$364K – – –
CB
247
Centennial Bank
Arkansas
$357K – – –
BDFN
248
Bond & Devick Financial Network
Minnesota
$355K – – –
MFGM
249
Marshall Financial Group (Maryland)
Maryland
$349K +$349K +6,751 New
Betterment LLC
250
Betterment LLC
New York
$346K +$12.3K +237 +4%
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10
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