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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $555M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
74
Reduced
45
Closed
23
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$551K

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$14M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.6M
3
WAAG
3
Wealth Alliance Advisory Group
Kansas
$7.09M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$9.32M
5
FA
5
Fermata Advisors
California
$6.97M

Top Sellers

1
SHGA
1
Sand Hill Global Advisors
California
$2.37M
2
Bank of America
2
Bank of America
North Carolina
$37.7M
3
SSC
3
Syverson Strege & Co
Iowa
$389K
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.58M +$3.4M +67,787 +156%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$5.07M +$197K +3,940 +4%
SC
28
Steph & Co
Wisconsin
$4.75M -$1.82M -36,235 -28%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.24M -$2.54M -50,657 -37%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.92M +$902K +18,000 +30%
FM
31
Foster & Motley
Ohio
$3.91M +$899K +17,937 +30%
CWM
32
CarsonAllaria Wealth Management
Illinois
$3.56M +$14.5K +289 +0.4%
SW
33
Signify Wealth
Missouri
$3.53M +$31K +618 +0.9%
FIBT
34
First International Bank & Trust
North Dakota
$3.28M +$876K +17,470 +36%
NA
35
NewEdge Advisors
Louisiana
$3.27M +$1.08M +21,556 +49%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.08M +$1.18M +23,473 +62%
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.07M +$358K +7,138 +13%
CWM
38
Cornerstone Wealth Management
Missouri
$3.03M +$258K +5,151 +9%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$3.01M +$1.68M +33,432 +125%
CAL
40
Capital Analysts LLC
Pennsylvania
$2.7M +$208K +4,146 +8%
RMDI
41
R.M. Davis Inc
Maine
$2.62M -$351K -6,999 -12%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$2.47M +$252K +5,030 +11%
SHGA
43
Sand Hill Global Advisors
California
$2.37M -$52M -1,038,278 -96%
SCA
44
Stokes Capital Advisors
South Carolina
$2.32M +$398K +7,950 +21%
SG
45
StoneX Group
New York
$2.31M +$2.31M +46,057 New
HDIM
46
Hanson & Doremus Investment Management
Vermont
$2.21M +$216K +4,318 +11%
RT
47
Rockland Trust
Massachusetts
$2.14M +$828K +16,512 +63%
PG
48
Patten Group
Tennessee
$2.1M -$139K -2,756 -6%
ACP
49
Aviance Capital Partners
Florida
$2.05M +$64.9K +1,295 +3%
WA
50
WBH Advisory
Maryland
$1.92M +$1.27M +25,309 +196%
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