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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

102 hedge funds and large institutions have $215M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
42
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.86M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.41M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$319K
5
Creative Planning
5
Creative Planning
Kansas
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.54M +$514K +9,307 +50%
Creative Planning
27
Creative Planning
Kansas
$1.51M -$354K -6,415 -19%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$1.48M +$36.1K +654 +3%
IWA
29
Independence Wealth Advisors
Virginia
$1.42M +$111K +2,015 +9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.41M +$1.41M +25,573 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.2M +$7.56K +137 +0.6%
AG
32
Advisor Group
Arizona
$1.15M -$14.8K -268 -1%
OAM
33
Occidental Asset Management
California
$1.13M +$19.9K +360 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.12M -$104K -1,891 -9%
PG
35
Patten Group
Tennessee
$911K +$291K +5,270 +47%
EI
36
Ethic Inc
New York
$895K +$895K +16,222 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$879K +$879K +15,880 New
AF
38
Advisornet Financial
Minnesota
$793K +$3.75K +68 +0.5%
IWC
39
Integrated Wealth Concepts
Massachusetts
$724K +$209K +3,792 +41%
ATC
40
Argent Trust Co
Tennessee
$692K – – –
PFS
41
Prospera Financial Services
Texas
$658K +$12.7K +230 +2%
Truist Financial
42
Truist Financial
North Carolina
$648K +$648K +11,740 New
AWM
43
Avondale Wealth Management
Texas
$646K +$193K +3,500 +43%
HDIM
44
Hanson & Doremus Investment Management
Vermont
$516K +$516K +9,348 New
AIM
45
Anchor Investment Management
South Carolina
$502K – – –
LCM
46
Leisure Capital Management
California
$501K – – –
Goldman Sachs
47
Goldman Sachs
New York
$468K +$55 +1 +0%
OPS
48
Orion Portfolio Solutions
Nebraska
$465K +$465K +8,421 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$454K +$126K +2,287 +38%
APA
50
American Portfolios Advisors
New York
$410K +$52.4K +949 +15%
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