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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

102 hedge funds and large institutions have $215M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
42
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.86M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.41M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$319K
5
Creative Planning
5
Creative Planning
Kansas
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$212K +$827 +15 +0.4%
CCM
77
Cutler Capital Management
Massachusetts
$210K +$210K +3,800 New
BAM
78
Belpointe Asset Management
Nevada
$201K +$201K +3,642 New
FM
79
Family Management
New York
$185K – – –
GWM
80
Geneos Wealth Management
Colorado
$178K +$35.9K +650 +25%
IFWM
81
Institute for Wealth Management
Colorado
$171K +$171K +3,100 New
TIM
82
Tortoise Investment Management
New York
$160K +$160K +2,900 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$141K +$95.3K +1,725 +209%
HNB
84
Huntington National Bank
Ohio
$132K -$141K – –
TCWM
85
Total Clarity Wealth Management
Illinois
$102K +$102K +1,850 New
NFG
86
Next Financial Group
Texas
$98K -$21K -382 -18%
CAL
87
Capital Analysts LLC
Pennsylvania
$90K +$552 +10 +0.6%
AA
88
AlphaMark Advisors
Kentucky
$50K – – –
CCM
89
Covington Capital Management
California
$44K – – –
SFS
90
Sowell Financial Services
Arkansas
$35K -$7.7K -138 -18%
TF
91
TimeScale Financial
Massachusetts
$32K – – –
WTC
92
WhitTier Trust Company
Nevada
$28K +$28K +501 New
BCWM
93
Bartlett & Co Wealth Management
Ohio
$24.9K – – –
BAM
94
Barrett Asset Management
New York
$22K – – –
PCG
95
Private Capital Group
Connecticut
$15K – – –
SCA
96
Stonebridge Capital Advisors
Minnesota
$14K – – –
WEC
97
Winslow Evans & Crocker
Massachusetts
$12K +$12K +200 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$11K +$11K +200 New
Allianz Asset Management
99
Allianz Asset Management
Germany
$8K +$8K +152 New
VNA
100
Valley National Advisers
Pennsylvania
$7K – – –
1 2 3
4
5