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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$10.4M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
26
Arden Trust
Delaware
$5.34M +$1.66M +33,166 +45%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.3M -$365K -7,291 -6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.26M -$785K -15,668 -13%
AF
29
Allworth Financial
California
$5.09M +$721K +14,392 +16%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.09M +$268K +5,347 +6%
EWM
31
Executive Wealth Management
Michigan
$4.89M +$2.69M +53,745 +122%
FSWA
32
Financial Synergies Wealth Advisors
Texas
$4.89M +$644K +12,867 +15%
Cerity Partners
33
Cerity Partners
New York
$4.2M +$380K +7,595 +10%
FIBT
34
First International Bank & Trust
North Dakota
$3.94M +$319K +6,374 +9%
CWM
35
CarsonAllaria Wealth Management
Illinois
$3.68M +$28.8K +576 +0.8%
VWA
36
Visionary Wealth Advisors
Illinois
$3.64M +$568K +11,350 +19%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$3.45M -$25K -499 -0.7%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$3.43M -$1.43M -28,544 -29%
FM
39
Foster & Motley
Ohio
$3.4M -$60.8K -1,215 -2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$3.26M +$316K +6,309 +11%
BWM
41
BCS Wealth Management
Tennessee
$3.25M +$121K +2,416 +4%
Financial Engines Advisors
42
Financial Engines Advisors
California
$3.22M +$112K +2,239 +4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.16M +$1.29M +25,835 +69%
BWG
44
Beta Wealth Group
California
$2.96M +$14.5K +289 +0.5%
EFN
45
Equita Financial Network
Pennsylvania
$2.94M +$2.94M +58,754 New
SAG
46
SageView Advisory Group
California
$2.88M +$23.3K +466 +0.8%
SC
47
Steph & Co
Wisconsin
$2.82M -$877K -17,506 -24%
NA
48
NewEdge Advisors
Louisiana
$2.81M -$175K -3,490 -6%
TCM
49
TD Capital Management
Tennessee
$2.76M -$666K -13,302 -19%
PAG
50
Paladin Advisory Group
Iowa
$2.64M +$41.7K +832 +2%
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