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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

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 %
LCM
251
Lunt Capital Management
Utah
$344K -$45K -869 -12%
SA
252
Sunesis Advisors
Kansas
$343K – – –
SS
253
Sunbelt Securities
Texas
$340K -$15.7K -303 -4%
CFA
254
Cahill Financial Advisors
Minnesota
$338K – – –
GSEP
255
Golden State Equity Partners
California
$332K +$332K +6,425 New
CB
256
Commerce Bank
Missouri
$324K – – –
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$320K -$22.1K -427 -6%
FAIM
258
Financial Advocates Investment Management
Washington
$314K -$36.7K -709 -10%
VIM
259
Vista Investment Management
Pennsylvania
$311K -$27.7K -535 -8%
EW
260
Elyxium Wealth
California
$310K +$310K +5,986 New
BFF
261
Byrne Financial Freedom
Massachusetts
$308K +$308K +5,950 New
LWA
262
LifeGoal Wealth Advisors
New York
$308K +$308K +5,945 New
SMH
263
Sanders Morris Harris
Texas
$306K – – –
DADC
264
D.A. Davidson & Co
Montana
$305K +$305K +5,887 New
GF
265
GGM Financials
Ohio
$298K +$42.3K +818 +17%
MFS
266
McNamara Financial Services
Massachusetts
$295K -$68.1K -1,316 -19%
OPWM
267
Oregon Pacific Wealth Management
Oregon
$294K +$294K +5,687 New
GI
268
Gradient Investments
Minnesota
$287K -$35.5K -686 -11%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$285K +$285K +5,519 New
FF
270
Friday Financial
Iowa
$285K +$285K +5,506 New
PFA
271
Professional Financial Advisors
Nebraska
$283K -$983 -19 -0.3%
BFA
272
Beaumont Financial Advisors
Massachusetts
$281K +$38.8K +750 +16%
HFA
273
Hershey Financial Advisers
Pennsylvania
$277K +$277K +5,363 New
MAM
274
Milestone Asset Management
Pennsylvania
$274K – – –
ASN
275
Advisory Services Network
Georgia
$270K -$231K -4,457 -46%
9 10
11
12 13