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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
4
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$4.52M +$270K +5,147 +6%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$4.41M +$156K +2,971 +4%
KLI
53
Kelman-Lazarov Inc
Tennessee
$4.34M +$77.3K +1,474 +2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.01M – – –
OWA
55
Opal Wealth Advisors
New York
$3.99M -$5.3K -101 -0.1%
CWM
56
CarsonAllaria Wealth Management
Illinois
$3.96M -$114K -2,178 -3%
OIA
57
Optimum Investment Advisors
Illinois
$3.95M – – –
FIBT
58
First International Bank & Trust
North Dakota
$3.94M +$141K +2,682 +4%
Jane Street
59
Jane Street
New York
$3.93M +$3.93M +74,900 New
BWM
60
Biltmore Wealth Management
Arizona
$3.8M – – –
NA
61
NewEdge Advisors
Louisiana
$3.45M +$273K +5,209 +9%
FM
62
Foster & Motley
Ohio
$3.36M -$69.2K -1,319 -2%
PFG
63
PAX Financial Group
Texas
$3.31M +$700K +13,348 +27%
LFA
64
Legacy Financial Advisors
Kentucky
$3.26M -$171K -3,268 -5%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2.98M -$345K -6,570 -10%
PWMG
66
Prestige Wealth Management Group
New Jersey
$2.93M +$665K +12,673 +29%
EWM
67
Executive Wealth Management
Michigan
$2.79M -$680K -13,033 -20%
EFL
68
ERn Financial LLC
Wisconsin
$2.78M +$47.4K +903 +2%
Financial Engines Advisors
69
Financial Engines Advisors
California
$2.75M -$180K -3,427 -6%
BFG
70
Bleakley Financial Group
New Jersey
$2.74M +$332K +6,332 +14%
SW
71
Simplicity Wealth
New Jersey
$2.74M +$2.74M +52,168 New
FFM
72
Flagstone Financial Management
Nebraska
$2.7M +$1.16M +22,058 +75%
DAS
73
Dynamic Advisor Solutions
Arizona
$2.66M +$535K +10,192 +25%
PAG
74
Paladin Advisory Group
Iowa
$2.64M +$9.14K +175 +0.3%
AFO
75
Arrowroot Family Office
California
$2.61M -$78.1K -1,488 -3%
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