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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

111 hedge funds and large institutions have $229M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.86M
2
MHS
2
M Holdings Securities
Oregon
$2.69M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$11M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.22M
5
BWA
5
Beam Wealth Advisors
Louisiana
$1.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.41M
4
SC
4
Steph & Co
Wisconsin
$3.61M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
51
Hanson & Doremus Investment Management
Vermont
$607K +$96.9K +1,776 +19%
Truist Financial
52
Truist Financial
North Carolina
$606K -$34.9K -640 -5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$543K +$94.2K +1,727 +21%
PFS
54
Prospera Financial Services
Texas
$502K -$149K -2,721 -23%
AIM
55
Anchor Investment Management
South Carolina
$496K – – –
Citigroup
56
Citigroup
New York
$461K +$79.1K +1,450 +21%
OPS
57
Orion Portfolio Solutions
Nebraska
$460K +$546 +10 +0.1%
VC
58
Veracity Capital
Georgia
$402K +$402K +7,372 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$390K +$366K +6,700 +1,489%
BC
60
Bartlett & Co
Ohio
$390K +$390K +7,150 New
Citadel Advisors
61
Citadel Advisors
Florida
$383K +$383K +7,026 New
DWM
62
Darwin Wealth Management
Florida
$363K +$363K +6,670 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$356K -$319K – –
WC
64
Waterloo Capital
Texas
$346K +$346K +6,335 New
CRWM
65
Castle Rock Wealth Management
California
$342K +$273 +5 +0.1%
RJA
66
Raymond James & Associates
Florida
$341K -$62.1K -1,138 -15%
FTUS
67
Flow Traders U.S.
New York
$336K +$336K +6,165 New
SI
68
Stephens Inc
Arkansas
$327K +$327K +6,000 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$320K -$396K -7,249 -55%
APA
70
American Portfolios Advisors
New York
$312K -$92.8K -1,701 -23%
CCP
71
Corient Capital Partners
California
$304K – – –
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$304K – – –
PCMC
73
Paragon Capital Management (Colorado)
Colorado
$292K – – –
CWS
74
Cypress Wealth Services
California
$283K – – –
OFG
75
Oxford Financial Group
Indiana
$282K – – –
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