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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
26
Goelzer Investment Management
Indiana
$11.2M -$718K -13,881 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.2M +$544K +10,510 +5%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$10.9M -$2.3M -44,378 -17%
CAL
29
Capital Analysts LLC
Pennsylvania
$10.2M +$971K +18,774 +10%
OMC
30
Old Mission Capital
Illinois
$9.74M +$9.74M +188,295 New
BFG
31
Bleakley Financial Group
New Jersey
$9.72M +$6.96M +134,527 +252%
IAA
32
Independent Advisor Alliance
North Carolina
$9.53M +$9.53M +184,190 New
KIM
33
Kestra Investment Management
Texas
$9.14M +$107K +2,077 +1%
WAAG
34
Wealth Alliance Advisory Group
Kansas
$9.14M +$324K +6,266 +4%
MCM
35
MAI Capital Management
Ohio
$8.88M +$8.88M +171,739 New
EFN
36
Equita Financial Network
Pennsylvania
$8.42M +$477K +9,225 +6%
Stifel Financial
37
Stifel Financial
Missouri
$8.32M +$167K +3,230 +2%
FA
38
Fermata Advisors
California
$8.3M -$21K -405 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$7.98M +$470K +9,079 +6%
SHGA
40
Sand Hill Global Advisors
California
$7.87M -$521K -10,071 -6%
XPN
41
XY Planning Network
Montana
$7.82M +$7.82M +151,171 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7.75M +$548K +10,595 +8%
Jane Street
43
Jane Street
New York
$7.44M +$7.19M +138,983 +2,909%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$7.32M +$1.27M +24,587 +21%
OPS
45
Orion Portfolio Solutions
Nebraska
$6.8M -$946K -18,278 -12%
BCI
46
Brinker Capital Investments
Pennsylvania
$6.8M -$946K -18,278 -12%
AF
47
Allworth Financial
California
$6.69M +$716K +13,835 +12%
BWM
48
BCS Wealth Management
Tennessee
$6.56M +$472K +9,124 +8%
Truist Financial
49
Truist Financial
North Carolina
$6.43M +$5.3M +102,487 +471%
Cerity Partners
50
Cerity Partners
New York
$6.26M -$953K -18,414 -13%
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