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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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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 %
PWA
326
Physician Wealth Advisors
Utah
$13.9K +$13.9K +268 New
CIAS
327
Capital Investment Advisory Services
North Carolina
$11.4K +$104 +2 +0.9%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$7.45K -$86.8K -1,677 -92%
TAM
329
Tucker Asset Management
Colorado
$3.62K – – –
MHR
330
Matthew Hamilton Rosenberg
$2.09K – – –
AWM
331
AE Wealth Management
Kansas
$983 +$983 +19 New
BNP Paribas Financial Markets
332
BNP Paribas Financial Markets
France
$672 +$103 +2 +18%
AssetMark Inc
333
AssetMark Inc
California
$259 – – –
MWA
334
Martel Wealth Advisors
Washington
– -$939K -17,823 Closed
NDSI
335
Newman Dignan & Sheerar Inc
Rhode Island
– -$635K -12,202 Closed
LNWWM
336
Laird Norton Wetherby Wealth Management
California
– -$644K -12,150 Closed
CA
337
Crumly & Associates
Illinois
– -$401K -7,575 Closed
PA
338
PFG Advisors
Arizona
– -$312K -5,887 Closed
CMS
339
Capital Market Strategies
Florida
– -$257K -4,856 Closed
SP
340
Stablepoint Partners
Massachusetts
– -$232K -4,379 Closed
CSPIA
341
Cary Street Partners Investment Advisory
Virginia
– -$229K -4,324 Closed
JF
342
JSF Financial
California
– -$212K -4,000 Closed
CAG
343
Crestwood Advisors Group
Massachusetts
– -$201K -3,800 Closed
TAM
344
Titleist Asset Management
Texas
– -$201K -3,800 Closed
CWA
345
Consilium Wealth Advisory
Texas
– -$201K -3,790 Closed
PS
346
Planned Solutions
California
– -$99.2K -1,872 Closed
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
– -$68.9K -1,300 Closed
FAM
348
Flaharty Asset Management
Florida
– -$30.5K -576 Closed
GWSG
349
GPS Wealth Strategies Group
Colorado
– -$23.8K -450 Closed
FCM
350
Fourpath Capital Management
Oklahoma
– -$6.83K -129 Closed
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