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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.9M
2
GIM
2
Goelzer Investment Management
Indiana
$23.2M
3
SW
3
SteelPeak Wealth
California
$19.2M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$40.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
LFA
3
Legacy Financial Advisors
Kentucky
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.79M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$1.49M 29,046 +29,046 New
Cerity Partners
77
Cerity Partners
New York
$1.48M 28,691 +3,325 +13%
PTC
78
Private Trust Company
Ohio
$1.45M 28,307 +28,307 New
PA
79
Procyon Advisors
Connecticut
$1.31M 25,545 +25,545 New
IWM
80
IHT Wealth Management
Illinois
$1.28M 24,992 +24,992 New
VWA
81
Visionary Wealth Advisors
Illinois
$1.25M 24,322 +13,145 +118%
KA
82
Kooman & Associates
Pennsylvania
$1.23M 24,024 +24,024 New
BRWA
83
B. Riley Wealth Advisors
Florida
$1.19M 23,100 +8,700 +60%
CAN
84
Cetera Advisor Networks
California
$1.17M 22,865 +2,940 +15%
SWRP
85
Summit Wealth & Retirement Planning
California
$1.16M 22,482 +15,130 +206%
CB
86
Centennial Bank
Arkansas
$1.13M 21,936 +21,936 New
DAS
87
Dynamic Advisor Solutions
Arizona
$1.11M 21,511 +1,004 +5%
KLI
88
Kelman-Lazarov Inc
Tennessee
$1.08M 20,993 +20,993 New
SFA
89
Sequoia Financial Advisors
Ohio
$1.04M 20,276 +20,276 New
ATPW
90
Ashton Thomas Private Wealth
Arizona
$1.03M 20,076 +20,076 New
JCM
91
Janney Capital Management
Pennsylvania
$1.01M 19,554 -3,021 -13%
WP
92
WealthShield Partners
North Carolina
$1M 19,474 +800 +4%
SPIA
93
Steward Partners Investment Advisory
New York
$982K 19,110 +18,124 +1,838%
PCMC
94
Paragon Capital Management (Colorado)
Colorado
$935K 18,203 +13,621 +297%
TH
95
Team Hewins
California
$914K 17,745 +17,745 New
AAS
96
Avantax Advisory Services
Texas
$895K 17,411 +348 +2%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$894K 17,404 -1,350 -7%
SXL
98
Summit X LLC
Missouri
$884K 17,170 +2,906 +20%
AF
99
Advisornet Financial
Minnesota
$877K 17,077 -6,469 -27%
OAM
100
Occidental Asset Management
California
$870K 16,936 -9,314 -35%
2 3
4
5 6