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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$2.45M +$2.45M +46,872 New
TCM
52
TD Capital Management
Tennessee
$2.44M +$48.1K +921 +2%
RT
53
Rockland Trust
Massachusetts
$2.41M -$411K -7,855 -15%
HDIM
54
Hanson & Doremus Investment Management
Vermont
$2.38M +$142K +2,724 +6%
OWA
55
Opal Wealth Advisors
New York
$2.37M -$1.31M -25,132 -36%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$2.36M -$2.48M -47,440 -51%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.25M
BFG
58
Bleakley Financial Group
New Jersey
$2.21M +$49K +938 +2%
SS
59
Simplicity Solutions
Minnesota
$2.21M +$2.21M +42,221 New
SFA
60
Sequoia Financial Advisors
Ohio
$2.09M +$1.03M +19,712 +97%
ML
61
McAdam LLC
Pennsylvania
$2.06M +$2.06M +39,512 New
VWA
62
Visionary Wealth Advisors
Illinois
$2.06M +$789K +15,089 +62%
MMA
63
Miracle Mile Advisors
California
$2.05M +$364K +6,960 +22%
ACP
64
Aviance Capital Partners
Florida
$2.01M -$7K -134 -0.3%
PWMG
65
Prestige Wealth Management Group
New Jersey
$2M +$53.1K +1,017 +3%
WIM
66
Westside Investment Management
California
$1.98M +$162K +3,100 +9%
EWM
67
Executive Wealth Management
Michigan
$1.93M +$109K +2,084 +6%
PI
68
PFS Investments
Georgia
$1.79M -$442K -8,439 -20%
PA
69
Procyon Advisors
Connecticut
$1.78M +$448K +8,569 +34%
VNA
70
Valley National Advisers
Pennsylvania
$1.69M -$98.9K -1,899 -6%
BWG
71
Beta Wealth Group
California
$1.69M +$1.69M +32,314 New
PG
72
Patten Group
Tennessee
$1.54M -$4.29K -82 -0.3%
VA
73
Valmark Advisers
Ohio
$1.52M
EFS
74
Econ Financial Services
Pennsylvania
$1.48M -$115K -2,196 -7%
IWM
75
IHT Wealth Management
Illinois
$1.43M +$124K +2,375 +10%