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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$10.4M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
76
Kelman-Lazarov Inc
Tennessee
$1.42M +$352K +7,021 +33%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.41M +$17K +339 +1%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.3M +$1.3M +25,953 New
IWM
79
IHT Wealth Management
Illinois
$1.25M -$18.8K -375 -1%
B
80
Bailard
California
$1.24M +$101K +2,010 +9%
LCWP
81
Legacy Capital Wealth Partners
Arkansas
$1.23M +$1.23M +24,664 New
KA
82
Kooman & Associates
Pennsylvania
$1.19M +$7.01K +140 +0.6%
SFG
83
StrategIQ Financial Group
Indiana
$1.17M +$332K +6,626 +39%
DAS
84
Dynamic Advisor Solutions
Arizona
$1.11M +$133K +2,661 +14%
SFA
85
Sequoia Financial Advisors
Ohio
$1.07M -$447K -8,928 -30%
BRWA
86
B. Riley Wealth Advisors
Florida
$1.07M – – –
WI
87
Wintrust Investments
Illinois
$1.02M +$25.2K +503 +3%
LWMNY
88
Landmark Wealth Management (New York)
New York
$1.02M +$366K +7,313 +56%
SA
89
Sunesis Advisors
Kansas
$996K +$996K +19,898 New
JCM
90
Janney Capital Management
Pennsylvania
$962K -$37.7K -752 -4%
GIM
91
Goelzer Investment Management
Indiana
$952K -$4.82M -96,167 -83%
AAS
92
Avantax Advisory Services
Texas
$949K +$79.7K +1,592 +9%
CWP
93
Cyndeo Wealth Partners
Florida
$936K +$936K +18,690 New
GIA
94
Goodwin Investment Advisory
Georgia
$894K +$713K +14,248 +394%
MWA
95
Martel Wealth Advisors
Washington
$892K +$65.4K +1,306 +8%
PA
96
Procyon Advisors
Connecticut
$878K -$864K -17,253 -50%
SHGA
97
Sand Hill Global Advisors
California
$876K -$323K -6,449 -27%
AF
98
Advisornet Financial
Minnesota
$873K +$6.31K +126 +0.7%
WP
99
WealthShield Partners
North Carolina
$866K -$213K -4,260 -20%
MFG
100
Midwest Financial Group
Kansas
$851K +$31.5K +630 +4%
2 3
4
5 6