MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

163 hedge funds and large institutions have $438M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+22
Holders Change %
+15.6%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
60
Reduced
42
Closed
7
Calls
$2.65M
Puts
Net Calls
+$2.65M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$738K +$160K +2,853 +28%
AWM
77
Avondale Wealth Management
Texas
$694K
FAFN
78
First Affirmative Financial Network
Colorado
$682K -$16.9K -300 -2%
SW
79
SteelPeak Wealth
California
$673K -$121K -2,150 -15%
AIM
80
Anchor Investment Management
South Carolina
$663K +$56.2K +1,000 +9%
BRWM
81
B. Riley Wealth Management
Tennessee
$635K +$191K +3,400 +43%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$608K +$61.5K +1,094 +11%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$598K -$5.9K -105 -1%
KAS
84
Kestra Advisory Services
Texas
$531K +$88.9K +1,581 +20%
BFA
85
Beacon Financial Advisory
Ohio
$531K +$531K +9,441 New
RJA
86
Raymond James & Associates
Florida
$504K -$84K -1,495 -14%
HCM
87
Hollencrest Capital Management
California
$504K +$504K +8,966 New
CTFG
88
Capstone Triton Financial Group
Oklahoma
$495K
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$486K -$10.6K -189 -2%
SFG
90
StrategIQ Financial Group
Indiana
$466K +$466K +8,290 New
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$427K
CWA
92
Clearview Wealth Advisors
Oregon
$426K -$59.2K -1,055 -12%
OWA
93
Opal Wealth Advisors
New York
$421K +$421K +7,487 New
ATC
94
Argent Trust Co
Tennessee
$414K +$105K +1,867 +34%
SL
95
SWMG LLC
Texas
$411K -$312K -5,555 -43%
CMS
96
Capital Market Strategies
Florida
$395K +$395K +7,032 New
CRWM
97
Castle Rock Wealth Management
California
$389K +$111 +2 +0%
BWM
98
BerganKDV Wealth Management
Minnesota
$379K +$76.5K +1,360 +25%
LNC
99
Lincoln National Corp
Pennsylvania
$379K +$379K +6,735 New
DC
100
Davenport & Co
Virginia
$366K