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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.9M
2
GIM
2
Goelzer Investment Management
Indiana
$23.2M
3
SW
3
SteelPeak Wealth
California
$19.2M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$40.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
LFA
3
Legacy Financial Advisors
Kentucky
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.76M 53,759 -47,379 -47%
BWM
52
BCS Wealth Management
Tennessee
$2.67M 51,943 +31,752 +157%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$2.61M 50,785 +1,593 +3%
SI
54
Saxon Interests
Texas
$2.48M 47,728 +47,728 New
KIG
55
Kowal Investment Group
Wisconsin
$2.47M 48,130 +30,559 +174%
AWS
56
Atria Wealth Solutions
New York
$2.46M 47,793 +47,793 New
TCM
57
TD Capital Management
Tennessee
$2.36M 45,851 +29,243 +176%
SHGA
58
Sand Hill Global Advisors
California
$2.25M 43,777 -3,576 -8%
IWA
59
Inspirion Wealth Advisors
Illinois
$2.21M 42,964 +42,964 New
HDIM
60
Hanson & Doremus Investment Management
Vermont
$2.2M 42,812 -1,324 -3%
PI
61
PFS Investments
Georgia
$2.19M 42,556 +42,556 New
BFG
62
Bleakley Financial Group
New Jersey
$2.12M 41,283 +41,283 New
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$2.01M 39,056 -21,049 -35%
ACP
64
Aviance Capital Partners
Florida
$1.98M 38,513 -2,336 -6%
PWMG
65
Prestige Wealth Management Group
New Jersey
$1.92M 37,276 +25,596 +219%
OPS
66
Orion Portfolio Solutions
Nebraska
$1.9M 37,056 +6,741 +22%
OMC
67
Old Mission Capital
Illinois
$1.81M 35,150 +35,150 New
EWM
68
Executive Wealth Management
Michigan
$1.79M 34,821 +33,577 +2,699%
VNA
69
Valley National Advisers
Pennsylvania
$1.79M 34,382 +34,382 New
SA
70
Sunesis Advisors
Kansas
$1.72M 33,563 – –
MMA
71
Miracle Mile Advisors
California
$1.66M 32,318 -317,662 -91%
AWE
72
Avidian Wealth Enterprises
Texas
$1.64M 31,859 +31,859 New
EFS
73
Econ Financial Services
Pennsylvania
$1.57M 30,604 +30,604 New
PG
74
Patten Group
Tennessee
$1.52M 29,607 -12,068 -29%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.52M 29,557 +7,133 +32%
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