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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

115 hedge funds and large institutions have $255M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
50
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.84M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$5.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.54M
2
UBS Group
2
UBS Group
Switzerland
$17.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
IWA
4
Independence Wealth Advisors
Virginia
$543K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$676K +$58.5K +1,052 +9%
VFA
52
Voya Financial Advisors
Connecticut
$642K -$1.67K -30 -0.3%
Citigroup
53
Citigroup
New York
$633K +$163K +2,923 +35%
EI
54
Ethic Inc
New York
$622K -$209K -3,763 -25%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$596K +$370K +6,653 +164%
AWM
56
Avondale Wealth Management
Texas
$576K -$195K -3,500 -25%
IWA
57
Independence Wealth Advisors
Virginia
$543K -$1.08M -19,470 -67%
CIA
58
Compass Ion Advisors
Pennsylvania
$543K +$543K +9,761 New
AIM
59
Anchor Investment Management
South Carolina
$506K – – –
Goldman Sachs
60
Goldman Sachs
New York
$483K +$483K +8,678 New
OPS
61
Orion Portfolio Solutions
Nebraska
$460K -$8.67K -156 -2%
FHC
62
First Heartland Consultants
Missouri
$434K +$153K +2,755 +55%
SXL
63
Summit X LLC
Missouri
$415K +$415K +7,465 New
PFS
64
Prospera Financial Services
Texas
$410K -$101K -1,824 -20%
KLI
65
Kelman-Lazarov Inc
Tennessee
$405K +$145K +2,600 +55%
RJA
66
Raymond James & Associates
Florida
$389K +$41.8K +753 +12%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$378K -$264K – –
DWM
68
Darwin Wealth Management
Florida
$373K +$1.95K +35 +0.5%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$356K -$356K – –
CRWM
70
Castle Rock Wealth Management
California
$354K +$113 +2 +0%
CCFM
71
Clear Creek Financial Management
Washington
$345K +$345K +6,204 New
CFG
72
Cooper Financial Group
California
$328K +$328K +5,900 New
APA
73
American Portfolios Advisors
New York
$319K +$1.06K +19 +0.3%
CCP
74
Corient Capital Partners
California
$310K – – –
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$310K – – –
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