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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$20M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$20M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
1
Fermata Advisors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
GIM
5
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$5.03M -$1.53M -29,432 -23%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.99M +$1.12M +21,544 +29%
Renaissance Technologies
28
Renaissance Technologies
New York
$4.56M -$6.73M -129,895 -60%
AF
29
Allworth Financial
California
$4.53M -$721K -13,904 -14%
FSWA
30
Financial Synergies Wealth Advisors
Texas
$4.4M +$158K +3,056 +4%
MMA
31
Miracle Mile Advisors
California
$4.01M +$1.97M +38,062 +97%
Cerity Partners
32
Cerity Partners
New York
$3.96M +$1.27M +24,540 +47%
Jane Street
33
Jane Street
New York
$3.83M +$810K +15,634 +27%
SC
34
Steph & Co
Wisconsin
$3.83M +$292K +5,642 +8%
AT
35
Arden Trust
Delaware
$3.81M +$2.64M +50,999 +228%
CWM
36
CarsonAllaria Wealth Management
Illinois
$3.78M +$221K +4,257 +6%
FIBT
37
First International Bank & Trust
North Dakota
$3.74M +$41.5K +801 +1%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$3.6M -$102K -1,971 -3%
FM
39
Foster & Motley
Ohio
$3.59M -$238K -4,586 -6%
TCM
40
TD Capital Management
Tennessee
$3.55M +$1.13M +21,722 +46%
SW
41
Signify Wealth
Missouri
$3.43M +$206K +3,981 +6%
BWM
42
BCS Wealth Management
Tennessee
$3.24M +$330K +6,373 +11%
Financial Engines Advisors
43
Financial Engines Advisors
California
$3.21M +$116K +2,246 +4%
VWA
44
Visionary Wealth Advisors
Illinois
$3.18M +$1.14M +21,923 +56%
SMG
45
Smart Money Group
Texas
$3.12M +$632K +12,188 +25%
NA
46
NewEdge Advisors
Louisiana
$3.09M +$133K +2,566 +5%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$3.05M -$12K -232 -0.4%
BWG
48
Beta Wealth Group
California
$3.05M +$1.37M +26,432 +82%
SAG
49
SageView Advisory Group
California
$2.96M +$34.2K +660 +1%
AFO
50
Arrowroot Family Office
California
$2.91M -$46.7K -900 -2%
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