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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$1.35M +$107K +16,862 +9%
OPS
77
Orion Portfolio Solutions
Nebraska
$1.35M +$1.11M +174,828 +472%
PTC
78
Private Trust Company
Ohio
$1.32M -$161K -3,083 -11%
OP
79
ORG Partners
Indiana
$1.31M +$1.31M +24,995 New
SHGA
80
Sand Hill Global Advisors
California
$1.26M -$1.03M -19,746 -45%
WP
81
WealthShield Partners
North Carolina
$1.21M +$190K +3,635 +19%
BCG
82
Breakwater Capital Group
New Jersey
$1.21M +$1.21M +23,108 New
KA
83
Kooman & Associates
Pennsylvania
$1.21M -$49.1K -939 -4%
LCWP
84
Legacy Capital Wealth Partners
Arkansas
$1.18M +$1.18M +22,600 New
AT
85
Arden Trust
Delaware
$1.17M +$1.17M +22,390 New
BRWA
86
B. Riley Wealth Advisors
Florida
$1.15M -$52.3K -1,000 -4%
KLI
87
Kelman-Lazarov Inc
Tennessee
$1.1M +$3.35K +64 +0.3%
ATPW
88
Ashton Thomas Private Wealth
Arizona
$1.07M +$20K +383 +2%
DAS
89
Dynamic Advisor Solutions
Arizona
$1.07M -$57.2K -1,094 -5%
JCM
90
Janney Capital Management
Pennsylvania
$1.05M +$31.7K +607 +3%
SA
91
Sunesis Advisors
Kansas
$1.04M -$714K -13,665 -41%
PAG
92
Private Advisor Group
New Jersey
$963K -$859K -16,443 -47%
TH
93
Team Hewins
California
$927K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$919K +$9.2K +176 +1%
AF
95
Advisornet Financial
Minnesota
$898K +$5.96K +114 +0.7%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$879K +$40.7K +779 +5%
CW
97
CreativeOne Wealth
Kansas
$877K +$208K +3,986 +31%
First Trust Advisors
98
First Trust Advisors
Illinois
$869K +$24.5K +469 +3%
MWA
99
Martel Wealth Advisors
Washington
$863K +$33.9K +648 +4%
AAS
100
Avantax Advisory Services
Texas
$858K -$51.7K -989 -6%