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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$4.03M +$4.03M +76,345 New
OWA
52
Opal Wealth Advisors
New York
$4.02M +$1.63M +30,954 +68%
OIA
53
Optimum Investment Advisors
Illinois
$3.97M +$3.97M +75,223 New
BWM
54
BCS Wealth Management
Tennessee
$3.87M +$447K +8,463 +13%
FIBT
55
First International Bank & Trust
North Dakota
$3.83M -$324K -6,128 -8%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$3.82M +$495K +9,373 +15%
BWM
57
Biltmore Wealth Management
Arizona
$3.8M -$11.5M -218,204 -75%
CCM
58
Condor Capital Management
New Jersey
$3.69M +$3.69M +69,903 New
EWM
59
Executive Wealth Management
Michigan
$3.51M -$1.65M -31,243 -32%
LFA
60
Legacy Financial Advisors
Kentucky
$3.45M +$3.45M +65,367 New
FM
61
Foster & Motley
Ohio
$3.45M -$142K -2,685 -4%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$3.35M -$89.4K -1,693 -3%
TCM
63
TD Capital Management
Tennessee
$3.27M +$358K +6,774 +12%
NA
64
NewEdge Advisors
Louisiana
$3.17M +$237K +4,541 +8%
Financial Engines Advisors
65
Financial Engines Advisors
California
$2.95M -$448K -8,468 -13%
SAG
66
SageView Advisory Group
California
$2.89M -$2.88M -57,534 Closed
EFL
67
ERn Financial LLC
Wisconsin
$2.73M -$9.75K -186 -0.4%
AFO
68
Arrowroot Family Office
California
$2.71M +$4.81K +91 +0.2%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.7M +$1.33M +25,181 +97%
RMDI
70
R.M. Davis Inc
Maine
$2.67M -$30.4K -575 -1%
SRB
71
Shotwell Rutter Baer
Michigan
$2.67M +$2.67M +50,596 New
PAG
72
Paladin Advisory Group
Iowa
$2.66M -$123K -2,327 -4%
PFG
73
PAX Financial Group
Texas
$2.61M +$2.08M +39,776 +398%
IWA
74
Inspirion Wealth Advisors
Illinois
$2.52M +$211K +4,000 +9%
SS
75
Simplicity Solutions
Minnesota
$2.42M -$9.82K -186 -0.4%
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