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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$20M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$20M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
1
Fermata Advisors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
GIM
5
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$1.57M -$505K -9,749 -24%
VA
77
Valmark Advisers
Ohio
$1.51M – – –
FTUS
78
Flow Traders U.S.
New York
$1.5M +$1.23M +23,767 +457%
PTC
79
Private Trust Company
Ohio
$1.5M +$192K +3,709 +15%
EFS
80
Econ Financial Services
Pennsylvania
$1.47M -$4.15K -80 -0.3%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.44M +$1.13M +21,719 +361%
IWM
82
IHT Wealth Management
Illinois
$1.32M -$101K -1,949 -7%
OP
83
ORG Partners
Indiana
$1.31M +$16.3K +315 +1%
SHGA
84
Sand Hill Global Advisors
California
$1.24M -$4.36K -84 -0.3%
KA
85
Kooman & Associates
Pennsylvania
$1.23M +$32.6K +629 +3%
B
86
Bailard
California
$1.18M +$1.18M +22,685 New
Mariner
87
Mariner
Kansas
$1.12M +$1.12M +21,655 New
WP
88
WealthShield Partners
North Carolina
$1.12M -$80.8K -1,558 -7%
BRWA
89
B. Riley Wealth Advisors
Florida
$1.1M -$41.5K -800 -4%
KLI
90
Kelman-Lazarov Inc
Tennessee
$1.1M +$11.3K +218 +1%
JCM
91
Janney Capital Management
Pennsylvania
$1.04M -$10.2K -197 -1%
WI
92
Wintrust Investments
Illinois
$1.03M +$1.03M +19,932 New
MML Investors Services
93
MML Investors Services
Massachusetts
$1.02M +$187K +3,605 +23%
DAS
94
Dynamic Advisor Solutions
Arizona
$1.02M -$42.6K -822 -4%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$955K -$106K -2,039 -10%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$937K +$64.7K +1,249 +7%
TH
97
Team Hewins
California
$920K – – –
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$908K -$3.37K -65 -0.4%
PAG
99
Private Advisor Group
New Jersey
$903K -$52.5K -1,013 -5%
AAS
100
Avantax Advisory Services
Texas
$900K +$49K +946 +6%
2 3
4
5 6