MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$10.4M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
51
ERn Financial LLC
Wisconsin
$2.62M – – –
GBWM
52
Granite Bay Wealth Management
New Hampshire
$2.58M +$2.58M +50,400 New
AFO
53
Arrowroot Family Office
California
$2.56M -$250K -4,998 -9%
RMDI
54
R.M. Davis Inc
Maine
$2.56M +$75.1K +1,500 +3%
KIG
55
Kowal Investment Group
Wisconsin
$2.34M +$150K +3,004 +7%
VPP
56
Vertex Planning Partners
Illinois
$2.32M -$70.7K -1,413 -3%
SS
57
Simplicity Solutions
Minnesota
$2.3M +$68.2K +1,363 +3%
BFG
58
Bleakley Financial Group
New Jersey
$2.3M +$68.2K +1,363 +3%
SMG
59
Smart Money Group
Texas
$2.3M -$712K -14,214 -24%
CWM
60
Cornerstone Wealth Management
Missouri
$2.3M -$128K -2,553 -5%
OWA
61
Opal Wealth Advisors
New York
$2.26M -$10K -200 -0.4%
IWA
62
Inspirion Wealth Advisors
Illinois
$2.19M – – –
RT
63
Rockland Trust
Massachusetts
$2.16M -$210K -4,192 -9%
SW
64
Signify Wealth
Missouri
$2.16M -$1.16M -23,096 -35%
HDIM
65
Hanson & Doremus Investment Management
Vermont
$2.06M -$226K -4,510 -10%
ML
66
McAdam LLC
Pennsylvania
$2.05M +$65.4K +1,307 +3%
AWM
67
Austin Wealth Management
Texas
$1.95M +$1.95M +38,193 New
WIM
68
Westside Investment Management
California
$1.88M +$30K +600 +2%
PTC
69
Private Trust Company
Ohio
$1.87M +$424K +8,465 +29%
PWMG
70
Prestige Wealth Management Group
New Jersey
$1.85M +$35.4K +707 +2%
ACP
71
Aviance Capital Partners
Florida
$1.73M -$1.65K -33 -0.1%
VNA
72
Valley National Advisers
Pennsylvania
$1.62M – – –
MML Investors Services
73
MML Investors Services
Massachusetts
$1.57M +$584K +11,665 +59%
PG
74
Patten Group
Tennessee
$1.56M -$8.41K -168 -0.5%
VA
75
Valmark Advisers
Ohio
$1.45M – – –
1 2
3
4 5