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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Goodwin Investment Advisory
Georgia
$4.71M -$138K -2,653 -3%
SMG
52
Smart Money Group
Texas
$4.62M +$2.21M +42,100 +91%
VWA
53
Visionary Wealth Advisors
Illinois
$4.54M +$52.6K +1,010 +1%
KLI
54
Kelman-Lazarov Inc
Tennessee
$4.41M +$100K +1,927 +2%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$4.39M -$287K -5,507 -6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$4.22M +$245K +4,700 +6%
FIBT
57
First International Bank & Trust
North Dakota
$4.19M +$274K +5,258 +7%
CWM
58
CarsonAllaria Wealth Management
Illinois
$4.1M +$165K +3,176 +4%
OIA
59
Optimum Investment Advisors
Illinois
$3.92M – – –
BWM
60
Biltmore Wealth Management
Arizona
$3.79M +$41.6K +800 +1%
Osaic Holdings
61
Osaic Holdings
Arizona
$3.58M -$4.39M -84,298 -55%
FFM
62
Flagstone Financial Management
Nebraska
$3.42M +$746K +14,326 +28%
KAS
63
Kestra Advisory Services
Texas
$3.27M +$1.5M +28,782 +85%
FM
64
Foster & Motley
Ohio
$3.25M -$78.8K -1,513 -2%
PFG
65
PAX Financial Group
Texas
$3.22M -$67.9K -1,305 -2%
Renaissance Technologies
66
Renaissance Technologies
New York
$3.21M -$5.08M -97,500 -61%
OWA
67
Opal Wealth Advisors
New York
$3.21M -$752K -14,442 -19%
EFS
68
Econ Financial Services
Pennsylvania
$3.16M +$874K +16,786 +38%
LFA
69
Legacy Financial Advisors
Kentucky
$3.13M -$107K -2,047 -3%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$3.04M +$85.3K +1,638 +3%
PWMG
71
Prestige Wealth Management Group
New Jersey
$2.9M -$8.23K -158 -0.3%
SAG
72
SageView Advisory Group
California
$2.87M – – –
Financial Engines Advisors
73
Financial Engines Advisors
California
$2.85M +$123K +2,357 +5%
EFL
74
ERn Financial LLC
Wisconsin
$2.82M +$54.1K +1,040 +2%
SW
75
Simplicity Wealth
New Jersey
$2.81M +$90.8K +1,745 +3%
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