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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

160 hedge funds and large institutions have $477M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
65
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27M
3
APP
3
Avantax Planning Partners
Iowa
$15M
4
LFA
4
Legacy Financial Advisors
Kentucky
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.95M

Top Sellers

1
SW
1
Signify Wealth
Missouri
$1.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
SC
3
Steph & Co
Wisconsin
$3.23M
4
LCM
4
Leisure Capital Management
California
$0
5
OCM
5
Orser Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$3.9M +$3.9M +73,485 New
EFL
27
ERn Financial LLC
Wisconsin
$3.74M +$253K +4,778 +7%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.54M +$1.99M +37,483 +128%
RMDI
29
R.M. Davis Inc
Maine
$3.35M -$123K -2,312 -4%
SC
30
Steph & Co
Wisconsin
$3.23M -$3.62M -68,299 -53%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.14M +$1.41M +26,606 +81%
BFA
32
Beaumont Financial Advisors
Massachusetts
$3.05M -$64.3K -1,213 -2%
CWM
33
CarsonAllaria Wealth Management
Illinois
$2.82M +$49.3K +931 +2%
NA
34
NewEdge Advisors
Louisiana
$2.79M +$611K +11,523 +28%
COF
35
Capital One Financial
Virginia
$2.63M -$465K -8,776 -15%
FIBT
36
First International Bank & Trust
North Dakota
$2.56M +$304K +5,737 +13%
SCA
37
Stokes Capital Advisors
South Carolina
$2.52M +$22K +415 +0.9%
PAG
38
Paladin Advisory Group
Iowa
$2.47M +$2.47M +46,662 New
HDIM
39
Hanson & Doremus Investment Management
Vermont
$2.43M +$435K +8,203 +22%
FM
40
Foster & Motley
Ohio
$2.39M -$326K -6,157 -12%
PG
41
Patten Group
Tennessee
$2.21M -$78.5K -1,482 -3%
Citadel Advisors
42
Citadel Advisors
Florida
$2.17M +$1.89M +35,652 +686%
ACP
43
Aviance Capital Partners
Florida
$2.1M +$67.8K +1,279 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.08M -$194K -3,670 -9%
KCA
45
Karn Couzens & Associates
Connecticut
$2.06M +$1.82M +34,305 +746%
PI
46
PFS Investments
Georgia
$2.02M -$176K -3,315 -8%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$1.9M +$253K +4,735 +15%
SA
48
Sunesis Advisors
Kansas
$1.88M -$202K -3,804 -10%
KFC
49
Klingenstein Fields & Co
New York
$1.87M – – –
RWP
50
RWA Wealth Partners
Massachusetts
$1.75M -$197K -3,725 -10%
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