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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
2
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M
5
RMDI
5
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$56.1M
3
CM
3
Cercano Management
Washington
$23.5M
4
B
4
Bailard
California
$23.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$4.73M +$259K +4,880 +6%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$4.7M -$321K -6,063 -6%
VWA
53
Visionary Wealth Advisors
Illinois
$4.62M +$689 +13 +0%
GIA
54
Goodwin Investment Advisory
Georgia
$4.55M -$246K -4,639 -5%
KLI
55
Kelman-Lazarov Inc
Tennessee
$4.52M +$35.4K +668 +0.8%
FFM
56
Flagstone Financial Management
Nebraska
$4.41M +$928K +17,521 +27%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.36M +$63.6K +1,200 +1%
OIA
58
Optimum Investment Advisors
Illinois
$3.99M – – –
CWM
59
CarsonAllaria Wealth Management
Illinois
$3.91M -$259K -4,891 -6%
FIBT
60
First International Bank & Trust
North Dakota
$3.89M -$370K -6,990 -9%
PFG
61
PAX Financial Group
Texas
$3.52M +$248K +4,680 +8%
Osaic Holdings
62
Osaic Holdings
Arizona
$3.51M -$135K -2,549 -4%
EWM
63
Executive Wealth Management
Michigan
$3.38M +$589K +11,108 +21%
EFS
64
Econ Financial Services
Pennsylvania
$3.32M +$101K +1,907 +3%
IWC
65
Integrated Wealth Concepts
Massachusetts
$3.29M +$1.43M +26,941 +77%
FM
66
Foster & Motley
Ohio
$3.23M -$76.8K -1,450 -2%
OWA
67
Opal Wealth Advisors
New York
$3.2M -$68.7K -1,296 -2%
LFA
68
Legacy Financial Advisors
Kentucky
$3.16M -$26.3K -497 -0.8%
PWMG
69
Prestige Wealth Management Group
New Jersey
$2.95M +$4.66K +88 +0.2%
SAG
70
SageView Advisory Group
California
$2.95M +$2.95M +55,678 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$2.86M -$235K -4,442 -8%
AFO
72
Arrowroot Family Office
California
$2.83M +$134K +2,520 +5%
BFG
73
Bleakley Financial Group
New Jersey
$2.82M -$31.6K -597 -1%
EFL
74
ERn Financial LLC
Wisconsin
$2.79M -$78.7K -1,485 -3%
Financial Engines Advisors
75
Financial Engines Advisors
California
$2.78M -$120K -2,256 -4%
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3
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