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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$20M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$20M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
1
Fermata Advisors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
GIM
5
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
51
ERn Financial LLC
Wisconsin
$2.71M +$18.7K +360 +0.7%
PAG
52
Paladin Advisory Group
Iowa
$2.69M +$26.4K +510 +1%
CAL
53
Capital Analysts LLC
Pennsylvania
$2.64M +$20K +385 +0.8%
RMDI
54
R.M. Davis Inc
Maine
$2.58M -$24.6K -475 -0.9%
CWM
55
Cornerstone Wealth Management
Missouri
$2.51M +$85K +1,640 +3%
VPP
56
Vertex Planning Partners
Illinois
$2.48M +$1.72M +33,147 +227%
RT
57
Rockland Trust
Massachusetts
$2.46M +$67.3K +1,299 +3%
SI
58
Saxon Interests
Texas
$2.43M -$49.4K -953 -2%
HDIM
59
Hanson & Doremus Investment Management
Vermont
$2.37M +$5.13K +99 +0.2%
OWA
60
Opal Wealth Advisors
New York
$2.35M – – –
SS
61
Simplicity Solutions
Minnesota
$2.32M +$126K +2,438 +6%
BFG
62
Bleakley Financial Group
New Jersey
$2.32M +$126K +2,438 +6%
EWM
63
Executive Wealth Management
Michigan
$2.28M +$366K +7,064 +19%
KIG
64
Kowal Investment Group
Wisconsin
$2.27M -$240K -4,630 -10%
IWA
65
Inspirion Wealth Advisors
Illinois
$2.27M +$38.9K +750 +2%
ML
66
McAdam LLC
Pennsylvania
$2.05M +$4.25K +82 +0.2%
BCG
67
Breakwater Capital Group
New Jersey
$1.95M +$747K +14,416 +62%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.93M -$415K -8,010 -18%
WIM
69
Westside Investment Management
California
$1.92M -$41.5K -800 -2%
PWMG
70
Prestige Wealth Management Group
New Jersey
$1.88M -$109K -2,106 -5%
PA
71
Procyon Advisors
Connecticut
$1.8M +$34.5K +665 +2%
ACP
72
Aviance Capital Partners
Florida
$1.8M -$193K -3,728 -10%
PI
73
PFS Investments
Georgia
$1.69M -$83.1K -1,602 -5%
VNA
74
Valley National Advisers
Pennsylvania
$1.68M -$7.31K -141 -0.4%
PG
75
Patten Group
Tennessee
$1.62M +$89.3K +1,723 +6%
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