MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

141 hedge funds and large institutions have $350M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
66
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Biltmore Wealth Management
Arizona
$15.4M
2
EFL
2
ERn Financial LLC
Wisconsin
$3.7M
3
PI
3
PFS Investments
Georgia
$2.84M
4
RMDI
4
R.M. Davis Inc
Maine
$3.25M
5
PAG
5
Private Advisor Group
New Jersey
$6.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.12M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$293K
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
51
Tidal Investments
Wisconsin
$1.16M -$10.3K -182 -0.9%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.14M – – –
IWM
53
IHT Wealth Management
Illinois
$1.13M -$54.1K -960 -5%
KC
54
Kingfisher Capital
North Carolina
$1.1M +$136K +2,406 +14%
AF
55
Advisornet Financial
Minnesota
$1.06M +$54.5K +967 +5%
Truist Financial
56
Truist Financial
North Carolina
$1.03M +$111K +1,975 +12%
OPS
57
Orion Portfolio Solutions
Nebraska
$1.03M +$167K +2,969 +20%
OCM
58
Orser Capital Management
Texas
$993K +$157K +2,780 +19%
DAS
59
Dynamic Advisor Solutions
Arizona
$976K +$175K +3,103 +22%
NDSI
60
Newman Dignan & Sheerar Inc
Rhode Island
$886K +$886K +15,711 New
IWP
61
Innova Wealth Partners
Pennsylvania
$853K – – –
CAN
62
Cetera Advisor Networks
California
$800K +$147K +2,613 +23%
SW
63
SteelPeak Wealth
California
$796K +$19.7K +350 +3%
LCM
64
Leisure Capital Management
California
$783K +$195K +3,461 +33%
First Trust Advisors
65
First Trust Advisors
Illinois
$780K +$53.1K +943 +7%
PJSIMP
66
P.J. Schmidt Investment Management (PJS)
Wisconsin
$757K -$60.2K -1,075 -7%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$747K -$480K -8,508 -39%
SL
68
SWMG LLC
Texas
$725K -$310K -5,493 -30%
FAFN
69
First Affirmative Financial Network
Colorado
$701K +$701K +12,436 New
AWM
70
Avondale Wealth Management
Texas
$696K – – –
HA
71
Harborview Advisors
Maine
$646K -$67K -1,187 -9%
CA
72
Continuum Advisory
Idaho
$628K +$41.9K +744 +7%
AIM
73
Anchor Investment Management
South Carolina
$609K – – –
Natixis Advisors
74
Natixis Advisors
Massachusetts
$606K +$606K +10,750 New
RJA
75
Raymond James & Associates
Florida
$590K +$44.2K +784 +8%
1 2
3
4 5