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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
4
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$9.26M -$486K -9,259 -5%
SHGA
27
Sand Hill Global Advisors
California
$9.09M -$4.53M -86,325 -33%
WAAG
28
Wealth Alliance Advisory Group
Kansas
$8.64M +$777K +14,809 +10%
FA
29
Fermata Advisors
California
$8.56M -$373K -7,108 -4%
CAL
30
Capital Analysts LLC
Pennsylvania
$8.51M +$1.41M +26,895 +20%
Renaissance Technologies
31
Renaissance Technologies
New York
$8.35M -$3.29M -62,771 -28%
Osaic Holdings
32
Osaic Holdings
Arizona
$8.03M -$19.7M -374,585 -71%
EFN
33
Equita Financial Network
Pennsylvania
$7.51M +$2.64M +50,226 +54%
RJA
34
Raymond James & Associates
Florida
$7.49M +$244K +4,657 +3%
AT
35
Arden Trust
Delaware
$6.94M +$367K +6,987 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$6.93M +$872K +16,611 +14%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$6.75M +$668K +12,737 +11%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$6.63M +$266K +5,075 +4%
VFPI
39
Vantage Financial Partners (Illinois)
Illinois
$6.63M +$465K +8,853 +8%
Stifel Financial
40
Stifel Financial
Missouri
$6.57M +$131K +2,489 +2%
AF
41
Allworth Financial
California
$5.99M -$47K -895 -0.8%
CRA
42
Clear Rock Advisors
Texas
$5.76M +$290K +5,528 +5%
FSWA
43
Financial Synergies Wealth Advisors
Texas
$5.43M +$1.11M +21,191 +26%
Cerity Partners
44
Cerity Partners
New York
$5.02M +$29.6K +564 +0.6%
SC
45
Steph & Co
Wisconsin
$4.94M +$128K +2,437 +3%
GIA
46
Goodwin Investment Advisory
Georgia
$4.89M -$217K -4,131 -4%
BWM
47
BCS Wealth Management
Tennessee
$4.73M +$883K +16,831 +23%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$4.71M -$631K -12,021 -12%
TCM
49
TD Capital Management
Tennessee
$4.69M +$1.44M +27,413 +44%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$4.58M +$776K +14,785 +20%
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