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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

81 hedge funds and large institutions have $178M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
-$378K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$48.2M
2
UBS Group
UBS Group
Switzerland
$19.5M
3
RWA
Redhawk Wealth Advisors
Minnesota
$2.35M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$1.18M
5
Morgan Stanley
Morgan Stanley
New York
$15.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.4M
2
Jane Street
Jane Street
New York
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
26
Occidental Asset Management
California
$1.04M – – –
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$957K +$4.8K +89 +0.5%
LYV
28
Live Your Vision
Pennsylvania
$921K -$230K -4,271 -20%
AG
29
Advisor Group
Arizona
$921K +$110K +2,045 +14%
PAG
30
Private Advisor Group
New Jersey
$801K +$42.2K +782 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$780K +$89.8K +1,664 +13%
AF
32
Advisornet Financial
Minnesota
$765K +$3.45K +64 +0.5%
ATC
33
Argent Trust Co
Tennessee
$676K +$216K +4,000 +47%
SC
34
SouthState Corp
Florida
$650K -$25.4K -471 -4%
CWM
35
Cornerstone Wealth Management
Missouri
$609K +$32.5K +1,598 +6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$594K -$2.32K -43 -0.4%
PG
37
Patten Group
Tennessee
$576K -$15.4K -285 -3%
AIM
38
Anchor Investment Management
South Carolina
$518K – – –
LCM
39
Leisure Capital Management
California
$490K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$476K -$667K -12,365 -58%
SEIA
41
Signature Estate & Investment Advisors
California
$464K +$232K +4,305 +100%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$449K +$108K +2,013 +32%
KLI
43
Kelman-Lazarov Inc
Tennessee
$419K -$41.7K -773 -9%
IWC
44
Integrated Wealth Concepts
Massachusetts
$389K +$142K +2,638 +58%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$377K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$366K -$12.3K -227 -3%
CCM
47
Coldstream Capital Management
Washington
$349K +$55.8K +1,034 +19%
BTS
48
BB&T Securities
Virginia
$322K +$322K +5,975 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$309K -$536K -9,950 -63%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$301K – – –
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