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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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Overview Fund Activity

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
PI
3
PFS Investments
Georgia
$3.33M
4
Bank of America
4
Bank of America
North Carolina
$27.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.21M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
EI
3
Ethic Inc
New York
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$914K -$36.9K -650 -4%
HA
52
Harborview Advisors
Maine
$904K -$26.8K -473 -3%
Goldman Sachs
53
Goldman Sachs
New York
$901K +$407K +7,169 +82%
SXL
54
Summit X LLC
Missouri
$874K -$308K -5,443 -26%
Truist Financial
55
Truist Financial
North Carolina
$868K -$31.3K -553 -3%
IWP
56
Innova Wealth Partners
Pennsylvania
$859K +$859K +15,139 New
MML Investors Services
57
MML Investors Services
Massachusetts
$850K +$40.6K +716 +5%
OCM
58
Orser Capital Management
Texas
$837K +$837K +14,760 New
OPS
59
Orion Portfolio Solutions
Nebraska
$835K +$139K +2,456 +20%
Citigroup
60
Citigroup
New York
$790K +$14.9K +262 +2%
VFA
61
Voya Financial Advisors
Connecticut
$737K -$819K -14,424 -53%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$709K +$709K +12,505 New
AWM
63
Avondale Wealth Management
Texas
$701K – – –
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$618K -$189K -3,328 -23%
AIM
65
Anchor Investment Management
South Carolina
$613K +$39.7K +700 +7%
KAS
66
Kestra Advisory Services
Texas
$606K +$598K +10,544 +7,531%
IWM
67
IHT Wealth Management
Illinois
$563K +$563K +9,920 New
ACP
68
Aveo Capital Partners
Colorado
$550K +$70.2K +1,237 +15%
CAN
69
Cetera Advisor Networks
California
$536K +$280K +4,939 +110%
MAA
70
Matrix Asset Advisors
New York
$506K +$506K +8,915 New
CTFG
71
Capstone Triton Financial Group
Oklahoma
$499K +$499K +8,795 New
CCFM
72
Clear Creek Financial Management
Washington
$486K +$486K +8,574 New
OC
73
Oppenheimer & Co
New York
$454K +$454K +7,997 New
RJA
74
Raymond James & Associates
Florida
$411K +$22.1K +390 +6%
GWM
75
Geneos Wealth Management
Colorado
$409K +$186K +3,305 +83%
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