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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
51
StoneX Group
New York
$6.14M +$6.14M +118,462 New
BWM
52
Biltmore Wealth Management
Arizona
$6.13M +$47.7K +923 +0.8%
Charles Schwab
53
Charles Schwab
California
$5.56M +$5.56M +107,517 New
TCM
54
TD Capital Management
Tennessee
$5.46M -$1.48M -28,517 -21%
FSWA
55
Financial Synergies Wealth Advisors
Texas
$5.43M +$46.3K +894 +0.9%
SRB
56
Shotwell Rutter Baer
Michigan
$5.34M +$222K +4,324 +4%
GPW
57
Genesis Private Wealth
Virginia
$4.73M +$4.73M +91,397 New
VWA
58
Visionary Wealth Advisors
Illinois
$4.53M +$21.2K +410 +0.5%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$4.52M -$91.1K -1,762 -2%
KLI
60
Kelman-Lazarov Inc
Tennessee
$4.51M +$95.4K +1,845 +2%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$4.47M -$113K -2,179 -2%
FFM
62
Flagstone Financial Management
Nebraska
$4.44M +$129K +2,492 +3%
SMG
63
Smart Money Group
Texas
$4.38M -$774K -14,956 -15%
GIA
64
Goodwin Investment Advisory
Georgia
$4.35M -$88.9K -1,718 -2%
SC
65
Steph & Co
Wisconsin
$4.34M -$426K -8,236 -9%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$4.28M +$26.5K +512 +0.6%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.9M +$476K +9,188 +14%
OIA
68
Optimum Investment Advisors
Illinois
$3.89M – – –
Jones Financial Companies
69
Jones Financial Companies
Missouri
$3.81M +$2.49M +48,170 +189%
CWM
70
CarsonAllaria Wealth Management
Illinois
$3.81M -$6.78K -131 -0.2%
BFWA
71
Benchmark Financial Wealth Advisors
Florida
$3.77M +$1.26M +24,322 +50%
FIBT
72
First International Bank & Trust
North Dakota
$3.69M -$106K -2,047 -3%
OWA
73
Opal Wealth Advisors
New York
$3.54M +$419K +8,104 +13%
PFG
74
PAX Financial Group
Texas
$3.51M +$72.6K +1,404 +2%
MWG
75
Martin Worley Group
Utah
$3.49M +$3.49M +67,449 New
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