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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

160 hedge funds and large institutions have $477M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
65
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27M
3
APP
3
Avantax Planning Partners
Iowa
$15M
4
LFA
4
Legacy Financial Advisors
Kentucky
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.95M

Top Sellers

1
SW
1
Signify Wealth
Missouri
$1.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
SC
3
Steph & Co
Wisconsin
$3.23M
4
LCM
4
Leisure Capital Management
California
$0
5
OCM
5
Orser Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$1.72M +$127K +2,393 +8%
EWM
52
Executive Wealth Management
Michigan
$1.68M -$219K -4,132 -12%
CAN
53
Cetera Advisor Networks
California
$1.63M +$626K +11,815 +62%
WA
54
WBH Advisory
Maryland
$1.6M +$1.6M +30,885 New
FTUS
55
Flow Traders U.S.
New York
$1.59M -$971K -18,313 -38%
OAM
56
Occidental Asset Management
California
$1.58M -$344K -6,500 -18%
AF
57
Allworth Financial
California
$1.55M +$163K +3,080 +12%
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$1.51M -$610K -11,506 -29%
JCM
59
Janney Capital Management
Pennsylvania
$1.24M -$9.7K -183 -0.8%
CCFM
60
Clear Creek Financial Management
Washington
$1.17M +$25.4K +479 +2%
KC
61
Kingfisher Capital
North Carolina
$1.14M +$11.9K +224 +1%
TI
62
Tidal Investments
Wisconsin
$1.11M +$21.8K +411 +2%
SXL
63
Summit X LLC
Missouri
$1.11M -$23.6K -446 -2%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$1.1M -$47.1K -889 -4%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$1.09M +$522K +9,844 +92%
SW
66
Signify Wealth
Missouri
$1.08M -$33.9M -338,334 -97%
AF
67
Advisornet Financial
Minnesota
$1.03M +$29.6K +559 +3%
DAS
68
Dynamic Advisor Solutions
Arizona
$1.02M +$37.1K +700 +4%
IWM
69
IHT Wealth Management
Illinois
$998K -$59.6K -1,124 -6%
AAS
70
Avantax Advisory Services
Texas
$900K +$204K +3,839 +29%
QA
71
Quantitative Advantage
Minnesota
$861K +$861K +16,242 New
Bank of New York Mellon
72
Bank of New York Mellon
New York
$855K -$212K -4,002 -20%
Creative Planning
73
Creative Planning
Kansas
$848K +$16.2K +305 +2%
PJSIMP
74
P.J. Schmidt Investment Management (PJS)
Wisconsin
$842K +$40.4K +780 +5%
PAG
75
Powers Advisory Group
Illinois
$789K +$424 +8 +0.1%
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3
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