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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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Overview Fund Activity

111 hedge funds and large institutions have $229M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.86M
2
MHS
M Holdings Securities
Oregon
$2.69M
3
HighTower Advisors
HighTower Advisors
Illinois
$11M
4
RWP
RWA Wealth Partners
Massachusetts
$2.22M
5
BWA
Beam Wealth Advisors
Louisiana
$1.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$14.9M
2
Wells Fargo
Wells Fargo
California
$10.9M
3
Stifel Financial
Stifel Financial
Missouri
$2.41M
4
SC
Steph & Co
Wisconsin
$3.61M
5
BFA
Beaumont Financial Advisors
Massachusetts
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$1.75M -$16.9K -310 -1%
ACP
27
Aviance Capital Partners
Florida
$1.63M +$29.6K +543 +2%
IWA
28
Independence Wealth Advisors
Virginia
$1.59M +$195K +3,575 +14%
I
29
INVST
Indiana
$1.52M -$1.65K -31 -0.1%
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$1.5M +$44K +806 +3%
JCM
31
Janney Capital Management
Pennsylvania
$1.48M -$92.9K -1,703 -6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.47M -$53.4K -979 -4%
BWA
33
Beam Wealth Advisors
Louisiana
$1.44M +$1.44M +26,328 New
EWM
34
Executive Wealth Management
Michigan
$1.3M +$1.3M +23,877 New
OAM
35
Occidental Asset Management
California
$1.2M +$84.2K +1,543 +8%
Creative Planning
36
Creative Planning
Kansas
$1.2M -$299K -5,482 -20%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$1.19M +$1.19M +21,775 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.17M -$13.9K -255 -1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.1M -$297K -5,439 -21%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.09M -$14.5K -265 -1%
Jane Street
41
Jane Street
New York
$1.05M +$1.05M +19,212 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$934K +$84.9K +1,587 +10%
PG
43
Patten Group
Tennessee
$899K -$2.46K -45 -0.3%
AF
44
Advisornet Financial
Minnesota
$886K +$102K +1,874 +13%
EI
45
Ethic Inc
New York
$815K -$69.8K -1,279 -8%
AWM
46
Avondale Wealth Management
Texas
$756K +$117K +2,150 +18%
HA
47
Harborview Advisors
Maine
$745K +$745K +13,660 New
ATC
48
Argent Trust Co
Tennessee
$683K – – –
BRWM
49
B. Riley Wealth Management
Tennessee
$668K +$390K +7,150 +140%
VFA
50
Voya Financial Advisors
Connecticut
$633K +$633K +11,576 New
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