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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 %
BCWM
276
Bartlett & Co Wealth Management
Ohio
$269K – – –
SWM
277
Seaside Wealth Management
California
$262K – – –
MA
278
Mutual Advisors
Nebraska
$258K – – –
CA
279
Continuum Advisory
Idaho
$258K -$34.6K -668 -12%
CAM
280
Cozad Asset Management
Illinois
$256K -$46.6K -900 -15%
SCA
281
Stokes Capital Advisors
South Carolina
$252K – – –
IA
282
IFP Advisors
Florida
$251K +$9.41K +182 +4%
FHC
283
First Heartland Consultants
Missouri
$249K -$17.3K -335 -6%
LJAC
284
L.J. Altfest & Co
New York
$248K +$248K +4,798 New
AQR Capital Management
285
AQR Capital Management
Connecticut
$248K +$248K +4,794 New
LKBC
286
L.K. Benson & Company
Maryland
$238K +$238K +4,598 New
KFI
287
Key Financial Inc
Pennsylvania
$235K – – –
AF
288
Advisornet Financial
Minnesota
$233K -$697K -13,464 -75%
PCIA
289
Prime Capital Investment Advisors
Kansas
$226K -$3.41K -66 -1%
BEI
290
Benjamin Edwards Inc
Missouri
$224K – – –
SF
291
Synovus Financial
Georgia
$216K +$1.04K +20 +0.5%
SEIA
292
Signature Estate & Investment Advisors
California
$207K +$414 +8 +0.2%
MEG
293
Millstone Evans Group
Colorado
$207K +$207K +4,000 New
GA
294
Goldstein Advisors
Wisconsin
$207K +$5.23K +101 +3%
SXL
295
Summit X LLC
Missouri
$206K -$182K -3,514 -47%
HIP
296
HUB Investment Partners
Texas
$200K – – –
AWM
297
Accredited Wealth Management
Kentucky
$162K +$162K +3,125 New
PS
298
Principal Securities
Iowa
$122K +$1.09K +21 +0.9%
WI
299
Wintrust Investments
Illinois
$116K +$8.59K +167 +8%
HI
300
Harbour Investments
Wisconsin
$112K -$128K -2,467 -53%
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