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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

115 hedge funds and large institutions have $255M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
50
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.84M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$5.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.54M
2
UBS Group
2
UBS Group
Switzerland
$17.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
IWA
4
Independence Wealth Advisors
Virginia
$543K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$305K -$20.6K -371 -6%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$297K – – –
CWS
78
Cypress Wealth Services
California
$289K – – –
OFG
79
Oxford Financial Group
Indiana
$287K – – –
VC
80
Vicus Capital
Pennsylvania
$287K +$334 +6 +0.1%
CCM
81
Coldstream Capital Management
Washington
$283K +$50K +899 +21%
LCM
82
Leisure Capital Management
California
$275K – – –
BFEC
83
Benjamin F. Edwards & Company
Missouri
$275K +$94.6K +1,700 +52%
BFA
84
Beacon Financial Advisory
Ohio
$274K +$500 +9 +0.2%
TIM
85
Tortoise Investment Management
New York
$273K +$273K +4,910 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$260K +$1.06K +19 +0.4%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$251K – – –
CAN
88
Cetera Advisor Networks
California
$250K – – –
BWM
89
BerganKDV Wealth Management
Minnesota
$237K +$23.8K +429 +11%
JF
90
JSF Financial
California
$223K – – –
GIA
91
Gladstone Institutional Advisory
Florida
$217K – – –
WMA
92
Wealth Management Associates
New Jersey
$212K +$212K +3,815 New
ACP
93
Aveo Capital Partners
Colorado
$212K +$212K +3,815 New
EWM
94
Endurance Wealth Management
Rhode Island
$211K +$211K +3,800 New
FFA
95
Fragasso Financial Advisors
Pennsylvania
$203K +$203K +3,590 New
CA
96
Claro Advisors
Massachusetts
$200K +$200K +3,600 New
GWM
97
Geneos Wealth Management
Colorado
$180K – – –
FM
98
Family Management
New York
$156K – – –
HNB
99
Huntington National Bank
Ohio
$124K -$122K – –
CAL
100
Capital Analysts LLC
Pennsylvania
$92K +$503 +9 +0.5%
2 3
4
5 6