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

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
251
Northwest Capital Management
Oregon
$38.5K +$38.5K +730 New
GWSG
252
GPS Wealth Strategies Group
Colorado
$29K -$10.6K -200 -27%
GM
253
GeoWealth Management
Illinois
$25K -$2.27K -43 -8%
RIL
254
Rothschild Investment LLC
Illinois
$19.8K +$19.8K +375 New
Fidelity Investments
255
Fidelity Investments
Massachusetts
$19.1K -$49.1K -929 -72%
CIAS
256
Capital Investment Advisory Services
North Carolina
$11.2K +$105 +2 +0.9%
TIM
257
Tortoise Investment Management
New York
$10.6K -$53.8K -1,018 -84%
RAM
258
Riggs Asset Management
Pennsylvania
$10.2K – – –
Allianz Asset Management
259
Allianz Asset Management
Germany
$8.55K -$581 -11 -6%
Citigroup
260
Citigroup
New York
$5.28K – – –
MHR
261
Matthew Hamilton Rosenberg
$2.13K – – –
DFA
262
DHJJ Financial Advisors
Illinois
$106 – – –
HNB
263
Huntington National Bank
Ohio
$52 -$50 – –
SW
264
Signify Wealth
Missouri
– -$2.16M -43,130 Closed
PA
265
Procyon Advisors
Connecticut
– -$878K -17,526 Closed
Jane Street
266
Jane Street
New York
– -$663K -13,242 Closed
PAG
267
Powers Advisory Group
Illinois
– -$636K -12,712 Closed
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
– -$607K -12,123 Closed
BW
269
Bison Wealth
Georgia
– -$503K -10,056 Closed
HCM
270
Hollencrest Capital Management
California
– -$449K -8,966 Closed
HH
271
Hilltop Holdings
Texas
– -$366K -7,317 Closed
OMC
272
Old Mission Capital
Illinois
– -$330K -6,585 Closed
CRWM
273
Castle Rock Wealth Management
California
– -$303K -6,123 Closed
FTUS
274
Flow Traders U.S.
New York
– -$275K -5,486 Closed
WWM
275
Western Wealth Management
Colorado
– -$267K -5,342 Closed
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