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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WAAG
26
Wealth Alliance Advisory Group
Kansas
$8.86M 170,242 +5,554 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$8.86M 170,224 +43,783 +35%
CAL
28
Capital Analysts LLC
Pennsylvania
$8.8M 169,120 +6,870 +4%
XF
29
XML Financial
Maryland
$8.6M 165,212 -32,261 -16%
FA
30
Fermata Advisors
California
$8.4M 161,309 -1,888 -1%
EFN
31
Equita Financial Network
Pennsylvania
$8.21M 157,602 +14,438 +10%
BCI
32
Brinker Capital Investments
Pennsylvania
$8.05M 154,570 -21,886 -12%
OPS
33
Orion Portfolio Solutions
Nebraska
$8.05M 154,570 -21,886 -12%
Stifel Financial
34
Stifel Financial
Missouri
$7.81M 150,015 +24,891 +20%
KIM
35
Kestra Investment Management
Texas
$7.69M 147,756 +147,756 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.61M 146,258 +14,127 +11%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7.31M 140,346 +11,601 +9%
VFPI
38
Vantage Financial Partners (Illinois)
Illinois
$7M 134,528 +8,222 +7%
AT
39
Arden Trust
Delaware
$6.94M 133,361 +1,009 +0.8%
AF
40
Allworth Financial
California
$6.59M 125,920 +11,772 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.57M 126,211 +39,015 +45%
RMDI
42
R.M. Davis Inc
Maine
$6.46M 124,090 +74,940 +152%
Cerity Partners
43
Cerity Partners
New York
$6.18M 118,739 +23,018 +24%
CRA
44
Clear Rock Advisors
Texas
$6.07M 116,517 +6,677 +6%
TCM
45
TD Capital Management
Tennessee
$5.9M 113,245 +23,866 +27%
FSWA
46
Financial Synergies Wealth Advisors
Texas
$5.37M 103,104 -352 -0.3%
BWM
47
BCS Wealth Management
Tennessee
$5.34M 102,594 +12,434 +14%
SRB
48
Shotwell Rutter Baer
Michigan
$4.93M 94,690 +94,690 New
RCAG
49
Rehmann Capital Advisory Group
Michigan
$4.93M 94,746 +10,610 +13%
SC
50
Steph & Co
Wisconsin
$4.76M 91,375 -2,681 -3%
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