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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.9M
2
GIM
2
Goelzer Investment Management
Indiana
$23.2M
3
SW
3
SteelPeak Wealth
California
$19.2M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$40.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
LFA
3
Legacy Financial Advisors
Kentucky
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$6.2M -$84.2K -1,638 -1%
RJA
27
Raymond James & Associates
Florida
$5.82M +$5.53M +107,533 +1,867%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.79M +$1.45M +28,174 +33%
AF
29
Allworth Financial
California
$5.79M -$2.51M -48,785 -30%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.76M +$742K +14,433 +18%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.69M +$1.54M +29,888 +49%
Stifel Financial
32
Stifel Financial
Missouri
$4.65M -$1.39M -27,019 -23%
FSWA
33
Financial Synergies Wealth Advisors
Texas
$4.23M +$4.23M +82,265 New
CWM
34
CarsonAllaria Wealth Management
Illinois
$4.01M +$362K +7,054 +10%
HCM
35
Hudson Capital Management
New Jersey
$3.99M +$3.99M +77,738 New
FM
36
Foster & Motley
Ohio
$3.94M -$64.5K -1,256 -2%
OWA
37
Opal Wealth Advisors
New York
$3.62M +$3.03M +58,969 +510%
SC
38
Steph & Co
Wisconsin
$3.6M -$1.26M -24,602 -26%
FIBT
39
First International Bank & Trust
North Dakota
$3.58M +$222K +4,327 +7%
SW
40
Signify Wealth
Missouri
$3.51M -$108K -2,108 -3%
NRC
41
New Republic Capital
North Carolina
$3.42M +$3.42M +66,591 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.42M +$1.76M +34,326 +107%
FTUS
43
Flow Traders U.S.
New York
$3.28M +$3.28M +63,786 New
NA
44
NewEdge Advisors
Louisiana
$3.18M +$83.8K +1,764 +3%
SG
45
StoneX Group
New York
$3.16M +$786K +15,250 +33%
SAG
46
SageView Advisory Group
California
$2.99M +$2.99M +58,284 New
Financial Engines Advisors
47
Financial Engines Advisors
California
$2.94M -$212K -4,125 -7%
CAL
48
Capital Analysts LLC
Pennsylvania
$2.9M +$132K +2,560 +5%
RT
49
Rockland Trust
Massachusetts
$2.77M +$581K +11,309 +27%
RMDI
50
R.M. Davis Inc
Maine
$2.76M +$75.1K +1,462 +3%
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