MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

85 hedge funds and large institutions have $172M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
20
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.5M
2
Jane Street
2
Jane Street
New York
$12M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$2.34M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$998K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$702K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$1.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.21M
3
UBS Group
3
UBS Group
Switzerland
$16.2M
4
Wells Fargo
4
Wells Fargo
California
$12.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
26
Occidental Asset Management
California
$1.01M – – –
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$998K +$998K +18,896 New
I
28
INVST
Indiana
$963K -$283K -5,359 -23%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$828K +$280K +5,312 +51%
AG
30
Advisor Group
Arizona
$796K +$334K +6,315 +72%
AF
31
Advisornet Financial
Minnesota
$746K +$3.43K +65 +0.5%
PAG
32
Private Advisor Group
New Jersey
$743K -$252K -4,772 -25%
MML Investors Services
33
MML Investors Services
Massachusetts
$702K +$702K +13,294 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$675K +$3.27K +62 +0.5%
SC
35
SouthState Corp
Florida
$661K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$584K +$898 +17 +0.2%
PG
37
Patten Group
Tennessee
$579K +$217K +4,115 +60%
AIM
38
Anchor Investment Management
South Carolina
$507K +$15.8K +300 +3%
LCM
39
Leisure Capital Management
California
$480K +$25.3K +479 +6%
KLI
40
Kelman-Lazarov Inc
Tennessee
$451K – – –
ATC
41
Argent Trust Co
Tennessee
$451K +$451K +8,533 New
FTUS
42
Flow Traders U.S.
New York
$423K +$423K +8,017 New
RJA
43
Raymond James & Associates
Florida
$378K +$378K +7,160 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$370K +$2.38K +45 +0.6%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$335K +$66.7K +1,260 +25%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$296K +$296K +5,600 New
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$295K +5,576 New
CCP
48
Corient Capital Partners
California
$294K +$71.7K +1,358 +32%
CCM
49
Coldstream Capital Management
Washington
$287K -$55.7K -1,055 -16%
PCMC
50
Paragon Capital Management (Colorado)
Colorado
$282K – – –
1
2
3 4