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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$55.9M
2
SSC
2
Syverson Strege & Co
Iowa
$19.6M
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$18M
4
MMA
4
Miracle Mile Advisors
California
$17M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221K
2
Jane Street
2
Jane Street
New York
$0
3
CIA
3
Compass Ion Advisors
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.24M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$5.3M +$1.67M +32,344 +46%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$5M -$1.68M -32,554 -25%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$3.67M +$3.67M +71,226 New
CWM
29
CarsonAllaria Wealth Management
Illinois
$3.64M +$907K +17,616 +33%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$3.62M -$254K -4,936 -7%
SW
31
Signify Wealth
Missouri
$3.59M +$3.03M +58,955 +547%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.1M +$46.9K +911 +2%
FM
33
Foster & Motley
Ohio
$3.09M +$775K +15,052 +33%
RMDI
34
R.M. Davis Inc
Maine
$3.05M -$196K -3,800 -6%
MW
35
MBL Wealth
North Carolina
$2.87M -$910K -17,675 -24%
CWM
36
Cornerstone Wealth Management
Missouri
$2.84M -$1.21M -23,496 -30%
Financial Engines Advisors
37
Financial Engines Advisors
California
$2.79M +$2.79M +54,106 New
CAL
38
Capital Analysts LLC
Pennsylvania
$2.56M +$2.48M +48,092 +2,836%
AF
39
Allworth Financial
California
$2.55M +$1.04M +20,195 +69%
FIBT
40
First International Bank & Trust
North Dakota
$2.47M -$18.9K -368 -0.8%
BCI
41
Brinker Capital Investments
Pennsylvania
$2.41M -$2.79M -54,196 -54%
PI
42
PFS Investments
Georgia
$2.34M +$383K +7,433 +20%
PG
43
Patten Group
Tennessee
$2.31M +$138K +2,658 +6%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$2.27M +$442K +8,589 +24%
NA
45
NewEdge Advisors
Louisiana
$2.25M -$458K -8,896 -17%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.24M -$2.85M -55,278 -56%
HDIM
47
Hanson & Doremus Investment Management
Vermont
$2.05M -$309K -6,003 -13%
ACP
48
Aviance Capital Partners
Florida
$2.04M -$5.77K -112 -0.3%
SCA
49
Stokes Capital Advisors
South Carolina
$1.97M -$473K -9,190 -19%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.96M -$67.9K -1,319 -3%
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