MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
PI
3
PFS Investments
Georgia
$3.33M
4
Bank of America
4
Bank of America
North Carolina
$27.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.21M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
EI
3
Ethic Inc
New York
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Clearview Wealth Advisors
Oregon
$399K +$399K +7,039 New
PFS
77
Prospera Financial Services
Texas
$396K +$192K +3,379 +94%
KLI
78
Kelman-Lazarov Inc
Tennessee
$367K +$3.97K +70 +1%
DC
79
Davenport & Co
Virginia
$363K +$363K +6,393 New
IWC
80
Integrated Wealth Concepts
Massachusetts
$362K – – –
CRWM
81
Castle Rock Wealth Management
California
$340K +$340K +5,974 New
FWP
82
Firethorn Wealth Partners
Georgia
$338K +$338K +5,953 New
DAS
83
Dynamic Advisor Solutions
Arizona
$331K +$85.4K +1,505 +35%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$320K +$320K +5,640 New
APA
85
American Portfolios Advisors
New York
$320K -$3.06K -54 -0.9%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$316K – – –
TIM
87
Tortoise Investment Management
New York
$309K – – –
PCMC
88
Paragon Capital Management (Colorado)
Colorado
$303K – – –
BAM
89
Belpointe Asset Management
Nevada
$301K +$1.36K +24 +0.5%
CWS
90
Cypress Wealth Services
California
$295K +$295K +5,191 New
FHC
91
First Heartland Consultants
Missouri
$294K -$21.6K -380 -7%
OFG
92
Oxford Financial Group
Indiana
$293K – – –
AAS
93
Avantax Advisory Services
Texas
$291K -$22.9K -404 -7%
LCM
94
Leisure Capital Management
California
$281K – – –
BFA
95
Beacon Financial Advisory
Ohio
$280K – – –
COF
96
Capital One Financial
Virginia
$267K +$267K +4,711 New
VC
97
Vicus Capital
Pennsylvania
$262K +$4.49K +79 +2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$256K – – –
BWM
99
BerganKDV Wealth Management
Minnesota
$256K – – –
SAM
100
SignalPoint Asset Management
Missouri
$255K +$255K +4,500 New
2 3
4
5 6