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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $555M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
74
Reduced
45
Closed
23
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$551K

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$14M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.6M
3
WAAG
3
Wealth Alliance Advisory Group
Kansas
$7.09M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$9.32M
5
FA
5
Fermata Advisors
California
$6.97M

Top Sellers

1
SHGA
1
Sand Hill Global Advisors
California
$2.37M
2
Bank of America
2
Bank of America
North Carolina
$37.7M
3
SSC
3
Syverson Strege & Co
Iowa
$389K
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Sunesis Advisors
Kansas
$1.68M -$97.7K -1,950 -5%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.61M +$210K +4,182 +15%
BWA
53
Beam Wealth Advisors
Louisiana
$1.61M +$475K +9,485 +42%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.52M +$742K +14,815 +96%
APA
55
Astoria Portfolio Advisors
New York
$1.32M +$1.32M +26,408 New
OAM
56
Occidental Asset Management
California
$1.32M +$110K +2,199 +9%
Cerity Partners
57
Cerity Partners
New York
$1.27M +$1.27M +25,366 New
RWP
58
RWA Wealth Partners
Massachusetts
$1.25M -$208K -4,151 -14%
AF
59
Advisornet Financial
Minnesota
$1.18M +$30.6K +610 +3%
JCM
60
Janney Capital Management
Pennsylvania
$1.13M -$37.1K -741 -3%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.12M -$370K -7,375 -25%
PAG
62
Private Advisor Group
New Jersey
$1.08M -$616K -12,294 -36%
KC
63
Kingfisher Capital
North Carolina
$1.06M -$11.5K -230 -1%
GI
64
Gradient Investments
Minnesota
$1.06M +$1.06M +21,133 New
DAS
65
Dynamic Advisor Solutions
Arizona
$1.03M +$73K +1,456 +8%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.01M -$56.5K -1,128 -5%
BWM
67
BCS Wealth Management
Tennessee
$1.01M +$629K +12,559 +165%
CAN
68
Cetera Advisor Networks
California
$999K +$2.11K +42 +0.2%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$940K -$197K -3,938 -17%
WP
70
WealthShield Partners
North Carolina
$936K +$172K +3,424 +22%
LWMNY
71
Landmark Wealth Management (New York)
New York
$912K -$441K -8,788 -33%
KIG
72
Kowal Investment Group
Wisconsin
$881K +$450K +8,973 +104%
AAS
73
Avantax Advisory Services
Texas
$855K +$35.8K +714 +4%
CCFM
74
Clear Creek Financial Management
Washington
$836K -$53.5K -1,068 -6%
TCM
75
TD Capital Management
Tennessee
$832K +$11.8K +235 +1%
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3
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