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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
HighTower Advisors
Illinois
$28.4M
5
RMDI
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
LPL Financial
California
$56.1M
3
CM
Cercano Management
Washington
$23.5M
4
B
Bailard
California
$23.2M
5
WWA
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
251
Signature Estate & Investment Advisors
California
$212K +$212K +3,995 New
P
252
&Partners
Tennessee
$210K +$210K +3,969 New
AWS
253
Atria Wealth Solutions
New York
$207K -$223K -4,207 -52%
GA
254
Goldstein Advisors
Wisconsin
$207K – – –
HIP
255
HUB Investment Partners
Texas
$205K – – –
TAM
256
Titleist Asset Management
Texas
$201K +$201K +3,800 New
CAG
257
Crestwood Advisors Group
Massachusetts
$201K +$201K +3,800 New
CWA
258
Consilium Wealth Advisory
Texas
$201K +$201K +3,790 New
PS
259
Principal Securities
Iowa
$124K +$80.1K +1,512 +182%
WI
260
Wintrust Investments
Illinois
$110K -$966K -18,343 -90%
CA
261
Clearstead Advisors
Ohio
$101K +$689 +13 +0.7%
PS
262
Planned Solutions
California
$99.2K +$99.2K +1,872 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$96.5K +$96.5K +1,821 New
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$94.8K – – –
PCMC
265
Planning Capital Management Corporation
Pennsylvania
$92.1K – – –
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$90K +$15.9K +300 +21%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$82.4K +$82.4K +1,555 New
CFGS
268
Concourse Financial Group Securities
Alabama
$81.5K – – –
AWM
269
Avior Wealth Management
Nebraska
$78.8K -$6.83K -129 -8%
RTL
270
Red Tortoise LLC
Georgia
$72K +$636 +12 +0.9%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$68.9K +$68.9K +1,300 New
GM
272
GeoWealth Management
Illinois
$65.9K +$25K +472 +61%
TCM
273
TruNorth Capital Management
Michigan
$53K – – –
VWWMG
274
Vermillion & White Wealth Management Group
Pennsylvania
$48.1K -$106 -2 -0.2%
WP
275
WealthShield Partners
North Carolina
$35.1K – – –
9 10
11
12 13