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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
2
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M
5
RMDI
5
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$56.1M
3
CM
3
Cercano Management
Washington
$23.5M
4
B
4
Bailard
California
$23.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
XF
26
XML Financial
Maryland
$12M 227,275 +62,063 +38%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.9M 206,215 +35,991 +21%
CAL
28
Capital Analysts LLC
Pennsylvania
$9.5M 179,227 +10,107 +6%
KIM
29
Kestra Investment Management
Texas
$9.25M 174,688 +26,932 +18%
WAAG
30
Wealth Alliance Advisory Group
Kansas
$9.03M 170,356 +114 +0.1%
SHGA
31
Sand Hill Global Advisors
California
$8.59M 162,208 -8,739 -5%
FA
32
Fermata Advisors
California
$8.53M 160,947 -362 -0.2%
Stifel Financial
33
Stifel Financial
Missouri
$8.35M 157,600 +7,585 +5%
Renaissance Technologies
34
Renaissance Technologies
New York
$8.26M 155,951 +94,251 +153%
EFN
35
Equita Financial Network
Pennsylvania
$8.14M 153,603 -3,999 -3%
BCI
36
Brinker Capital Investments
Pennsylvania
$7.93M 149,662 -4,908 -3%
OPS
37
Orion Portfolio Solutions
Nebraska
$7.93M 149,662 -4,908 -3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.69M 145,184 -1,074 -0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$7.4M 139,755 +13,544 +11%
Cerity Partners
40
Cerity Partners
New York
$7.39M 139,408 +20,669 +17%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7.38M 139,248 -1,098 -0.8%
TCM
42
TD Capital Management
Tennessee
$7.1M 134,009 +20,764 +18%
BWM
43
BCS Wealth Management
Tennessee
$6.24M 117,709 +15,115 +15%
BWM
44
Biltmore Wealth Management
Arizona
$6.23M 117,650 +44,837 +62%
MBFW
45
Morton Brown Family Wealth
Pennsylvania
$6.19M 116,847 +87,979 +305%
AF
46
Allworth Financial
California
$6.12M 115,483 -10,437 -8%
FSWA
47
Financial Synergies Wealth Advisors
Texas
$5.51M 104,008 +904 +0.9%
SRB
48
Shotwell Rutter Baer
Michigan
$5.24M 99,560 +4,870 +5%
SMG
49
Smart Money Group
Texas
$5.19M 99,633 +11,475 +13%
SC
50
Steph & Co
Wisconsin
$4.89M 92,213 +838 +0.9%
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