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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$55.9M
2
SSC
2
Syverson Strege & Co
Iowa
$19.6M
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$18M
4
MMA
4
Miracle Mile Advisors
California
$17M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221K
2
Jane Street
2
Jane Street
New York
$0
3
CIA
3
Compass Ion Advisors
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.24M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$798K +$60.2K +1,170 +8%
WP
77
WealthShield Partners
North Carolina
$785K +$124K +2,418 +19%
TI
78
Tidal Investments
Wisconsin
$783K -$298K -5,786 -28%
QA
79
Quantitative Advantage
Minnesota
$743K -$93.4K -1,813 -11%
OWA
80
Opal Wealth Advisors
New York
$679K +$679K +13,196 New
WA
81
WBH Advisory
Maryland
$670K -$933K -17,980 -58%
CA
82
Continuum Advisory
Idaho
$668K -$110K -2,129 -14%
PAG
83
Powers Advisory Group
Illinois
$654K -$113K -2,193 -15%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$636K -$93.5K -1,815 -13%
IA
85
IFP Advisors
Florida
$623K – – –
AIM
86
Anchor Investment Management
South Carolina
$607K – – –
FAFN
87
First Affirmative Financial Network
Colorado
$602K -$18.8K -366 -3%
FTUS
88
Flow Traders U.S.
New York
$568K -$982K -19,051 -63%
AWM
89
Avondale Wealth Management
Texas
$533K -$103K -2,000 -16%
PWMG
90
Prestige Wealth Management Group
New Jersey
$532K +$268K +5,198 +101%
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$521K -$294K -5,710 -36%
Truist Financial
92
Truist Financial
North Carolina
$494K -$93.5K -1,817 -16%
BFA
93
Beacon Financial Advisory
Ohio
$489K +$618 +12 +0.1%
HCM
94
Hollencrest Capital Management
California
$462K – – –
CI
95
CX Institutional
Indiana
$460K +$460K +8,938 New
KIG
96
Kowal Investment Group
Wisconsin
$443K +$443K +8,598 New
KAS
97
Kestra Advisory Services
Texas
$431K -$17.1K -332 -4%
SFG
98
StrategIQ Financial Group
Indiana
$427K – – –
MFS
99
McNamara Financial Services
Massachusetts
$426K +$426K +8,269 New
SW
100
SteelPeak Wealth
California
$416K -$201K -3,902 -33%
2 3
4
5 6