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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

102 hedge funds and large institutions have $215M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
42
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.86M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.41M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$319K
5
Creative Planning
5
Creative Planning
Kansas
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$408K -$37.5K -678 -8%
Citigroup
52
Citigroup
New York
$386K +$77.2K +1,400 +25%
CCM
53
Coldstream Capital Management
Washington
$374K -$14K -253 -4%
KLI
54
Kelman-Lazarov Inc
Tennessee
$357K -$59.8K -1,085 -14%
CRWM
55
Castle Rock Wealth Management
California
$350K +$22.6K +404 +7%
SEIA
56
Signature Estate & Investment Advisors
California
$340K +$61K +1,106 +22%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$319K -$380K – –
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$308K – – –
CCP
59
Corient Capital Partners
California
$307K – – –
PCMC
60
Paragon Capital Management (Colorado)
Colorado
$295K – – –
CWS
61
Cypress Wealth Services
California
$286K – – –
OFG
62
Oxford Financial Group
Indiana
$285K – – –
VC
63
Vicus Capital
Pennsylvania
$284K +$386 +7 +0.1%
BRWM
64
B. Riley Wealth Management
Tennessee
$281K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$276K +$261K +4,725 +1,718%
BFA
66
Beacon Financial Advisory
Ohio
$270K +$270K +4,900 New
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$267K -$268K – –
OCM
68
One Capital Management
California
$258K – – –
Baird Financial Group
69
Baird Financial Group
Wisconsin
$249K – – –
CAN
70
Cetera Advisor Networks
California
$249K +$249K +4,500 New
RMDI
71
R.M. Davis Inc
Maine
$233K +$11.9K +215 +5%
BWM
72
BerganKDV Wealth Management
Minnesota
$226K +$19.1K +346 +9%
JF
73
JSF Financial
California
$221K – – –
BCA
74
Bay Colony Advisors
Massachusetts
$215K -$52.4K -941 -20%
CWM
75
Cabot Wealth Management
Massachusetts
$212K – – –
1 2
3
4 5