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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

140 hedge funds and large institutions have $364M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
62
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.7M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.73M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$538K
2
PI
2
PFS Investments
Georgia
$0
3
SW
3
SteelPeak Wealth
California
$808K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$6.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Stokes Capital Advisors
South Carolina
$2.62M 46,570 – –
AWP
27
Abacus Wealth Partners
California
$2.44M 43,329 -3,592 -8%
PG
28
Patten Group
Tennessee
$2.27M 40,364 +2,265 +6%
SA
29
Sunesis Advisors
Kansas
$2.21M 39,317 -1,486 -4%
FTUS
30
Flow Traders U.S.
New York
$2.18M 38,694 +34,711 +871%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
– – – –
RWP
32
RWA Wealth Partners
Massachusetts
$2.07M 36,855 – –
RCAG
33
Rehmann Capital Advisory Group
Michigan
$2.04M 36,346 +5,631 +18%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.02M 35,886 +2,984 +9%
EWM
35
Executive Wealth Management
Michigan
$1.77M 31,451 +527 +2%
ACP
36
Aviance Capital Partners
Florida
$1.74M 30,893 +1,828 +6%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$1.72M 30,617 +1,033 +3%
CCMG
38
Clark Capital Management Group
Pennsylvania
$1.67M 29,666 +1,795 +6%
OAM
39
Occidental Asset Management
California
$1.65M 29,305 +7,302 +33%
JCM
40
Janney Capital Management
Pennsylvania
$1.42M 25,260 +2,715 +12%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.41M 25,082 -191 -0.8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.41M 25,012 -538 -2%
BWA
43
Beam Wealth Advisors
Louisiana
$1.36M 24,103 -3,399 -12%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.31M 23,285 +8,310 +55%
SB
45
Sunflower Bank
Texas
$1.27M 22,607 – –
Creative Planning
46
Creative Planning
Kansas
$1.26M 22,344 -435 -2%
TI
47
Tidal Investments
Wisconsin
$1.14M 20,253 +20,253 New
SXL
48
Summit X LLC
Missouri
$1.14M 20,260 +4,793 +31%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.13M 20,133 -1 -0%
HDIM
50
Hanson & Doremus Investment Management
Vermont
$1.12M 19,963 +2,432 +14%
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