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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Bleakley Financial Group
New Jersey
$2.42M -$9.82K -186 -0.4%
HDIM
77
Hanson & Doremus Investment Management
Vermont
$2.39M +$214K +4,057 +10%
CWM
78
Cornerstone Wealth Management
Missouri
$2.33M -$96.9K -1,836 -4%
PWMG
79
Prestige Wealth Management Group
New Jersey
$2.28M +$331K +6,243 +17%
SMG
80
Smart Money Group
Texas
$2.2M -$234K -4,424 -10%
DAS
81
Dynamic Advisor Solutions
Arizona
$2.13M +$960K +18,204 +82%
CPCP
82
Cedar Point Capital Partners
Iowa
$2.08M +$2.08M +39,332 New
CWP
83
Cyndeo Wealth Partners
Florida
$2.04M +$1.05M +19,894 +106%
WIM
84
Westside Investment Management
California
$2M +$15.8K +300 +0.8%
PTC
85
Private Trust Company
Ohio
$1.99M +$14.3K +271 +0.7%
OFS
86
Orrstown Financial Services
Pennsylvania
$1.98M +$1.98M +37,495 New
ML
87
McAdam LLC
Pennsylvania
$1.97M -$193K -3,657 -9%
KIG
88
Kowal Investment Group
Wisconsin
$1.95M -$523K -9,899 -21%
MML Investors Services
89
MML Investors Services
Massachusetts
$1.86M +$210K +3,967 +13%
AWM
90
Austin Wealth Management
Texas
$1.83M -$177K -3,375 -9%
VNA
91
Valley National Advisers
Pennsylvania
$1.77M +$64.1K +1,214 +4%
ACP
92
Aviance Capital Partners
Florida
$1.71M -$122K -2,317 -7%
JCM
93
Janney Capital Management
Pennsylvania
$1.6M +$588K +11,130 +58%
Comerica Bank
94
Comerica Bank
Texas
$1.56M +$721K +13,657 +85%
FFM
95
Flagstone Financial Management
Nebraska
$1.55M +$1.55M +29,358 New
SFA
96
Sequoia Financial Advisors
Ohio
$1.54M +$411K +7,793 +37%
VA
97
Valmark Advisers
Ohio
$1.53M – – –
RT
98
Rockland Trust
Massachusetts
$1.5M -$780K -14,781 -34%
SFG
99
StrategIQ Financial Group
Indiana
$1.47M +$230K +4,347 +19%
PG
100
Patten Group
Tennessee
$1.4M -$240K -4,541 -15%
2 3
4
5 6