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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

81 hedge funds and large institutions have $178M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
-$378K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$48.2M
2
UBS Group
UBS Group
Switzerland
$19.5M
3
RWA
Redhawk Wealth Advisors
Minnesota
$2.35M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$1.18M
5
Morgan Stanley
Morgan Stanley
New York
$15.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.4M
2
Jane Street
Jane Street
New York
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
51
Corient Capital Partners
California
$300K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$300K +$160K +2,963 +114%
PCMC
53
Paragon Capital Management (Colorado)
Colorado
$289K – – –
Citigroup
54
Citigroup
New York
$286K – – –
APA
55
American Portfolios Advisors
New York
$285K +$864 +16 +0.3%
CWS
56
Cypress Wealth Services
California
$280K – – –
OFG
57
Oxford Financial Group
Indiana
$278K – – –
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$261K -$255K – –
Goldman Sachs
59
Goldman Sachs
New York
$260K +$54 +1 +0%
BCA
60
Bay Colony Advisors
Massachusetts
$259K +$259K +4,801 New
OCM
61
One Capital Management
California
$250K +$1.68K +31 +0.7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$244K – – –
CWM
63
Cabot Wealth Management
Massachusetts
$216K -$27K -500 -11%
JF
64
JSF Financial
California
$216K – – –
TIM
65
Tortoise Investment Management
New York
$157K -$104K -1,915 -40%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$150K -$130K -2,410 -46%
WP
67
WealthShield Partners
North Carolina
$150K +$150K +2,783 New
BWM
68
BerganKDV Wealth Management
Minnesota
$144K +$44.1K +819 +44%
HNB
69
Huntington National Bank
Ohio
$140K -$164K – –
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$119K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$67K +$52K +956 +348%
AA
72
AlphaMark Advisors
Kentucky
$49K – – –
JIR
73
James Investment Research
Ohio
$47K – – –
CCM
74
Covington Capital Management
California
$43K – – –
WCM
75
WealthBridge Capital Management
Ohio
$38K – – –
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