MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

142 hedge funds and large institutions have $374M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
58
Reduced
38
Closed
12
Calls
–
Puts
$278K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.1M
2
Jane Street
2
Jane Street
New York
$5.61M
3
OMC
3
Old Mission Capital
Illinois
$5.07M
4
PWM
4
PRW Wealth Management
Massachusetts
$2.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.6M
2
AWP
2
Abacus Wealth Partners
California
$334K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.71M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
SW
5
Signify Wealth
Missouri
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$550K 9,682 -1,815 -16%
CTFG
77
Capstone Triton Financial Group
Oklahoma
$499K 8,795 – –
KAS
78
Kestra Advisory Services
Texas
$498K 8,781 +257 +3%
CWA
79
Clearview Wealth Advisors
Oregon
$432K 7,601 +963 +15%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$431K 7,590 – –
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$404K 7,118 +7,118 New
PFS
82
Prospera Financial Services
Texas
$398K 7,013 +15 +0.2%
CRWM
83
Castle Rock Wealth Management
California
$397K 6,981 +1,004 +17%
FHC
84
First Heartland Consultants
Missouri
$387K 6,809 -45 -0.7%
DC
85
Davenport & Co
Virginia
$369K 6,508 – –
TIM
86
Tortoise Investment Management
New York
$354K 6,244 +90 +1%
BRWM
87
B. Riley Wealth Management
Tennessee
$352K 6,200 – –
AWP
88
Abacus Wealth Partners
California
$334K 5,889 -37,440 -86%
SAM
89
SignalPoint Asset Management
Missouri
$329K 5,800 +900 +18%
PWMG
90
Prestige Wealth Management Group
New Jersey
$328K 5,772 +16 +0.3%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$323K 5,693 +1 +0%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$321K 5,647 +7 +0.1%
CCM
93
Coldstream Capital Management
Washington
$321K 5,646 +5,646 New
SSC
94
Syverson Strege & Co
Iowa
$317K 5,585 +5,311 +1,938%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$313K 5,506 +5,506 New
PCMC
96
Paragon Capital Management (Colorado)
Colorado
$312K 5,495 – –
APA
97
American Portfolios Advisors
New York
$307K 5,415 +432 +9%
BAM
98
Belpointe Asset Management
Nevada
$303K 5,344 +21 +0.4%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$295K 5,191 +671 +15%
KLI
100
Kelman-Lazarov Inc
Tennessee
$294K 5,183 -983 -16%
2 3
4
5 6