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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

141 hedge funds and large institutions have $350M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
66
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Biltmore Wealth Management
Arizona
$15.4M
2
EFL
2
ERn Financial LLC
Wisconsin
$3.7M
3
PI
3
PFS Investments
Georgia
$2.84M
4
RMDI
4
R.M. Davis Inc
Maine
$3.25M
5
PAG
5
Private Advisor Group
New Jersey
$6.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.12M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$293K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$3.12M -$2.71M – –
FM
27
Foster & Motley
Ohio
$2.89M +$35.4K +628 +1%
PI
28
PFS Investments
Georgia
$2.84M +$2.84M +50,550 New
SCA
29
Stokes Capital Advisors
South Carolina
$2.65M +$141K +2,500 +6%
PG
30
Patten Group
Tennessee
$2.49M +$79.9K +1,418 +3%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$2.46M +$304K +5,394 +14%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.34M +$68.6K +1,217 +3%
SA
33
Sunesis Advisors
Kansas
$2.22M – – –
ACP
34
Aviance Capital Partners
Florida
$2.17M +$266K +4,711 +14%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$2.15M +$44K +781 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.13M +$61.1K +1,083 +3%
RWP
37
RWA Wealth Partners
Massachusetts
$2.07M – – –
OAM
38
Occidental Asset Management
California
$2M +$348K +6,173 +21%
EWM
39
Executive Wealth Management
Michigan
$1.96M +$29.6K +526 +2%
HDIM
40
Hanson & Doremus Investment Management
Vermont
$1.7M +$794K +14,095 +87%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.63M -$121K -2,149 -7%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$1.42M +$351K +6,222 +33%
JCM
43
Janney Capital Management
Pennsylvania
$1.39M -$27.6K -489 -2%
SXL
44
Summit X LLC
Missouri
$1.3M +$113K +1,997 +9%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.29M -$733 -13 -0.1%
PCIA
46
Prime Capital Investment Advisors
Kansas
$1.27M +$1.27M +22,607 New
COF
47
Capital One Financial
Virginia
$1.21M +$9.98K +177 +0.8%
CCFM
48
Clear Creek Financial Management
Washington
$1.2M +$167K +2,955 +16%
KFC
49
Klingenstein Fields & Co
New York
$1.19M +$1.19M +21,115 New
Creative Planning
50
Creative Planning
Kansas
$1.17M +$945K +16,773 +419%
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