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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
PI
3
PFS Investments
Georgia
$3.33M
4
Bank of America
4
Bank of America
North Carolina
$27.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.21M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
EI
3
Ethic Inc
New York
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
26
Abacus Wealth Partners
California
$2.66M +$2.66M +46,921 New
SCA
27
Stokes Capital Advisors
South Carolina
$2.64M +$28.4K +500 +1%
SA
28
Sunesis Advisors
Kansas
$2.32M – – –
PG
29
Patten Group
Tennessee
$2.16M +$664K +11,695 +44%
RWP
30
RWA Wealth Partners
Massachusetts
$2.09M – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.87M -$67.7K -1,194 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.8M -$491K – –
EWM
33
Executive Wealth Management
Michigan
$1.75M +$63.4K +1,118 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.74M +$2.72K +48 +0.2%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$1.74M +$52.7K +928 +3%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$1.68M +$74.4K +1,312 +5%
ACP
37
Aviance Capital Partners
Florida
$1.65M -$17.2K -304 -1%
CCMG
38
Clark Capital Management Group
Pennsylvania
$1.58M +$462K +8,141 +41%
BWA
39
Beam Wealth Advisors
Louisiana
$1.56M -$234K -4,121 -13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.45M +$187K +3,297 +15%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.44M +$285K +5,012 +25%
Creative Planning
42
Creative Planning
Kansas
$1.29M -$7.54K -133 -0.6%
SB
43
Sunflower Bank
Texas
$1.28M – – –
JCM
44
Janney Capital Management
Pennsylvania
$1.28M -$81.1K -1,429 -6%
OAM
45
Occidental Asset Management
California
$1.25M – – –
PJSIMP
46
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M +$1.14K +20 +0.1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.14M -$261K -4,594 -19%
AF
48
Advisornet Financial
Minnesota
$1.07M -$47K -828 -4%
KC
49
Kingfisher Capital
North Carolina
$1.02M +$9.71K +171 +1%
HDIM
50
Hanson & Doremus Investment Management
Vermont
$995K +$78.9K +1,390 +9%
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