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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

115 hedge funds and large institutions have $255M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
50
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.84M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$5.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.54M
2
UBS Group
2
UBS Group
Switzerland
$17.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
IWA
4
Independence Wealth Advisors
Virginia
$543K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
Beam Wealth Advisors
Louisiana
$1.77M +$295K +5,285 +20%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.71M +$210K +3,775 +14%
ACP
28
Aviance Capital Partners
Florida
$1.66M +$111 +2 +0%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$1.66M +$444K +7,989 +37%
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$1.53M +$334 +6 +0%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.38M +$256K +4,594 +23%
JCM
32
Janney Capital Management
Pennsylvania
$1.36M -$152K -2,725 -10%
SB
33
Sunflower Bank
Texas
$1.26M +$1.26M +22,607 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.23M +$34.2K +615 +3%
OAM
35
Occidental Asset Management
California
$1.22M – – –
Creative Planning
36
Creative Planning
Kansas
$1.21M -$10K -180 -0.8%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.15M +$171K +3,073 +18%
First Trust Advisors
38
First Trust Advisors
Illinois
$1.07M -$48.1K -864 -4%
PG
39
Patten Group
Tennessee
$1.05M +$134K +2,400 +15%
AF
40
Advisornet Financial
Minnesota
$1.05M +$144K +2,580 +16%
EWM
41
Executive Wealth Management
Michigan
$1.03M -$302K -5,432 -23%
KC
42
Kingfisher Capital
North Carolina
$1.01M +$1.01M +18,216 New
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$973K +$3.96K +70 +0.4%
HA
44
Harborview Advisors
Maine
$963K +$203K +3,654 +27%
CCMG
45
Clark Capital Management Group
Pennsylvania
$921K +$921K +16,550 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$901K +$347K +6,241 +63%
BRWM
47
B. Riley Wealth Management
Tennessee
$803K +$122K +2,185 +18%
MML Investors Services
48
MML Investors Services
Massachusetts
$788K +$788K +14,173 New
HDIM
49
Hanson & Doremus Investment Management
Vermont
$701K +$82.2K +1,477 +13%
ATC
50
Argent Trust Co
Tennessee
$697K – – –
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