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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.8M
2
LPL Financial
2
LPL Financial
California
$50.7M
3
MW
3
MBL Wealth
North Carolina
$13M
4
Jane Street
4
Jane Street
New York
$3.04M
5
CAN
5
Cetera Advisor Networks
California
$4.18M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$6.61M
2
SW
2
SteelPeak Wealth
California
$205K
3
GIM
3
Goelzer Investment Management
Indiana
$8.79M
4
SEIA
4
Signature Estate & Investment Advisors
California
$243K
5
UBS Group
5
UBS Group
Switzerland
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$5.29M -$592K -11,327 -10%
FSWA
27
Financial Synergies Wealth Advisors
Texas
$4.27M -$27.8K -531 -0.6%
CAN
28
Cetera Advisor Networks
California
$4.18M +$2.99M +57,160 +250%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.91M +$429K +8,218 +12%
FM
30
Foster & Motley
Ohio
$3.86M -$154K -2,946 -4%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$3.73M +$1.08M +20,647 +41%
FIBT
32
First International Bank & Trust
North Dakota
$3.73M +$90K +1,722 +2%
CWM
33
CarsonAllaria Wealth Management
Illinois
$3.59M -$496K -9,498 -12%
SC
34
Steph & Co
Wisconsin
$3.56M -$104K -1,993 -3%
SW
35
Signify Wealth
Missouri
$3.25M -$314K -6,007 -9%
Financial Engines Advisors
36
Financial Engines Advisors
California
$3.12M +$137K +2,623 +5%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$3.08M +$273K +5,220 +10%
Jane Street
38
Jane Street
New York
$3.04M +$3.04M +58,211 New
AFO
39
Arrowroot Family Office
California
$2.98M +$2.98M +57,111 New
NA
40
NewEdge Advisors
Louisiana
$2.97M -$523K -10,028 -15%
SAG
41
SageView Advisory Group
California
$2.95M -$98K -1,876 -3%
BWM
42
BCS Wealth Management
Tennessee
$2.93M +$216K +4,134 +8%
EFL
43
ERn Financial LLC
Wisconsin
$2.72M -$3.59M -68,728 -57%
Cerity Partners
44
Cerity Partners
New York
$2.7M +$1.2M +23,117 +81%
PAG
45
Paladin Advisory Group
Iowa
$2.69M +$2.69M +51,391 New
CAL
46
Capital Analysts LLC
Pennsylvania
$2.64M -$309K -5,920 -10%
RMDI
47
R.M. Davis Inc
Maine
$2.62M -$188K -3,600 -7%
KIG
48
Kowal Investment Group
Wisconsin
$2.53M +$13.6K +260 +0.5%
SMG
49
Smart Money Group
Texas
$2.5M +$2.5M +48,023 New
SI
50
Saxon Interests
Texas
$2.5M +$7.58K +145 +0.3%
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