MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

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
–

Top Buyers

1
CM
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.6M
4
B
Bailard
California
$35.5M
5
UBS Group
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
251
GeoWealth Management
Illinois
$14.3K -$10.5K -200 -42%
CIAS
252
Capital Investment Advisory Services
North Carolina
$11.3K +$105 +2 +0.9%
TIM
253
Tortoise Investment Management
New York
$10.5K – – –
RAM
254
Riggs Asset Management
Pennsylvania
$10.2K – – –
Allianz Asset Management
255
Allianz Asset Management
Germany
$8.45K -$52 -1 -0.6%
SIC
256
Salem Investment Counselors
North Carolina
$6.93K +$6.93K +132 New
Citigroup
257
Citigroup
New York
$5.25K – – –
TAM
258
Tucker Asset Management
Colorado
$3.67K +$3.67K +70 New
MHR
259
Matthew Hamilton Rosenberg
$2.11K – – –
TRCT
260
Tower Research Capital (TRC)
New York
$420 +$420 +8 New
DFA
261
DHJJ Financial Advisors
Illinois
$105 – – –
HNB
262
Huntington National Bank
Ohio
$52 -$52 – –
SW
263
SteelPeak Wealth
California
– -$4.98M -94,090 Closed
CCM
264
Condor Capital Management
New Jersey
– -$3.69M -69,903 Closed
SRB
265
Shotwell Rutter Baer
Michigan
– -$2.67M -50,596 Closed
OFS
266
Orrstown Financial Services
Pennsylvania
– -$1.98M -37,495 Closed
LCWP
267
Legacy Capital Wealth Partners
Arkansas
– -$1.39M -26,264 Closed
RWM
268
Revisor Wealth Management
Ohio
– -$981K -18,579 Closed
GBWM
269
Granite Bay Wealth Management
New Hampshire
– -$914K -18,400 Closed
AC
270
Avestar Capital
New York
– -$781K -14,757 Closed
HWMG
271
Hurlow Wealth Management Group
Indiana
– -$653K -12,365 Closed
AWE
272
Avidian Wealth Enterprises
Texas
– -$524K -9,930 Closed
GLA
273
Good Life Advisors
Pennsylvania
– -$366K -6,925 Closed
SNBOSCI
274
Security National Bank of Sioux City Iowa
Iowa
– -$340K -6,440 Closed
FIA
275
Foundations Investment Advisors
Arizona
– -$279K -5,291 Closed
8 9 10
11
12