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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Fermata Advisors
California
$8.99M -$149K -2,826 -2%
XF
27
XML Financial
Maryland
$8.06M +$641K +12,132 +9%
WAAG
28
Wealth Alliance Advisory Group
Kansas
$7.91M -$36.9K -698 -0.5%
RJA
29
Raymond James & Associates
Florida
$7.29M +$1.19M +22,483 +19%
CAL
30
Capital Analysts LLC
Pennsylvania
$7.15M +$212K +4,024 +3%
AT
31
Arden Trust
Delaware
$6.62M +$993K +18,810 +18%
Stifel Financial
32
Stifel Financial
Missouri
$6.48M -$2.37M -44,887 -27%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.41M +$1.04M +19,743 +19%
VFPI
34
Vantage Financial Partners (Illinois)
Illinois
$6.2M +$6.2M +117,453 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6.13M +$535K +10,129 +10%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$6.1M +$551K +10,429 +10%
AF
37
Allworth Financial
California
$6.07M +$702K +13,288 +13%
CRA
38
Clear Rock Advisors
Texas
$5.47M +$5.47M +104,312 New
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$5.38M +$1.76M +33,401 +49%
GIA
40
Goodwin Investment Advisory
Georgia
$5.14M +$4.19M +79,401 +445%
Cerity Partners
41
Cerity Partners
New York
$5.04M +$594K +11,214 +13%
SW
42
SteelPeak Wealth
California
$4.98M +$4.98M +94,090 New
EFN
43
Equita Financial Network
Pennsylvania
$4.91M +$1.8M +34,184 +58%
SC
44
Steph & Co
Wisconsin
$4.84M +$1.87M +35,330 +63%
KLI
45
Kelman-Lazarov Inc
Tennessee
$4.29M +$2.8M +52,947 +187%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$4.29M +$644K +12,203 +18%
VWA
47
Visionary Wealth Advisors
Illinois
$4.28M +$443K +8,390 +12%
FSWA
48
Financial Synergies Wealth Advisors
Texas
$4.23M -$791K -15,392 -16%
BWG
49
Beta Wealth Group
California
$4.21M +$1.1M +20,765 +35%
CWM
50
CarsonAllaria Wealth Management
Illinois
$4.1M +$223K +4,217 +6%
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