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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

92 hedge funds and large institutions have $202M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
41
Reduced
14
Closed
8
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
-$210K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$20.7M
2
LPL Financial
2
LPL Financial
California
$5.27M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.4M
4
Bank of America
4
Bank of America
North Carolina
$12.3M
5
PAG
5
Private Advisor Group
New Jersey
$2.56M

Top Sellers

1
JIC
1
Johnson Investment Counsel
Ohio
$0
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.23M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$380K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
I
26
INVST
Indiana
$1.36M +$161K +2,910 +13%
IWA
27
Independence Wealth Advisors
Virginia
$1.31M +$1.31M +23,636 New
MML Investors Services
28
MML Investors Services
Massachusetts
$1.23M +$1.23M +22,197 New
First Trust Advisors
29
First Trust Advisors
Illinois
$1.23M -$921K -16,663 -43%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.19M +$62.5K +1,130 +6%
AG
31
Advisor Group
Arizona
$1.17M +$81.6K +1,476 +8%
OAM
32
Occidental Asset Management
California
$1.11M +$49.8K +900 +5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.03M +$147K +2,665 +17%
NDSI
34
Newman Dignan & Sheerar Inc
Rhode Island
$939K +$4.37K +79 +0.5%
AF
35
Advisornet Financial
Minnesota
$791K +$3.15K +57 +0.4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$727K +$155K +2,805 +27%
ATC
37
Argent Trust Co
Tennessee
$693K – – –
PFS
38
Prospera Financial Services
Texas
$646K +$317K +5,732 +96%
PG
39
Patten Group
Tennessee
$622K +$32.1K +580 +5%
IWC
40
Integrated Wealth Concepts
Massachusetts
$515K +$24.9K +450 +5%
AIM
41
Anchor Investment Management
South Carolina
$503K – – –
LCM
42
Leisure Capital Management
California
$502K – – –
Goldman Sachs
43
Goldman Sachs
New York
$469K -$129K -2,340 -22%
AWM
44
Avondale Wealth Management
Texas
$453K +$260K +4,700 +134%
RJA
45
Raymond James & Associates
Florida
$446K +$446K +8,063 New
KLI
46
Kelman-Lazarov Inc
Tennessee
$418K – – –
BTS
47
BB&T Securities
Virginia
$394K +$6.1K +110 +2%
CCM
48
Coldstream Capital Management
Washington
$388K -$15.1K -274 -4%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$380K -$377K – –
APA
50
American Portfolios Advisors
New York
$358K +$11.6K +209 +3%
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