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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
2
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M
5
RMDI
5
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$56.1M
3
CM
3
Cercano Management
Washington
$23.5M
4
B
4
Bailard
California
$23.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Paladin Advisory Group
Iowa
$2.69M – – –
HDIM
77
Hanson & Doremus Investment Management
Vermont
$2.63M +$220K +4,155 +9%
BFWA
78
Benchmark Financial Wealth Advisors
Florida
$2.57M +$1.04M +19,595 +68%
BWG
79
Beta Wealth Group
California
$2.53M -$71.2K -1,344 -3%
IWA
80
Inspirion Wealth Advisors
Illinois
$2.49M – – –
IA
81
IAM Advisory
Pennsylvania
$2.44M +$19.9K +375 +0.8%
KAS
82
Kestra Advisory Services
Texas
$2.44M -$889K -16,789 -27%
CWM
83
Cornerstone Wealth Management
Missouri
$2.33M -$32.3K -609 -1%
PCG
84
Prosperity Consulting Group
Maryland
$2.33M +$49.8K +940 +2%
AAS
85
Avantax Advisory Services
Texas
$2.31M +$567K +10,700 +33%
SPIA
86
Steward Partners Investment Advisory
New York
$2.25M +$51.8K +977 +2%
CPCP
87
Cedar Point Capital Partners
Iowa
$2.19M +$21.5K +406 +1%
IWM
88
IHT Wealth Management
Illinois
$2.16M +$1.04M +19,641 +93%
FLPIM
89
F.L. Putnam Investment Management
Massachusetts
$1.97M +$204K +3,850 +12%
AWM
90
Austin Wealth Management
Texas
$1.97M +$37.5K +710 +2%
PTC
91
Private Trust Company
Ohio
$1.91M -$34.6K -653 -2%
V
92
ViaWealth
Kansas
$1.88M +$30.1K +568 +2%
WIM
93
Westside Investment Management
California
$1.87M -$58.2K -1,100 -3%
PG
94
Patten Group
Tennessee
$1.85M +$145K +2,737 +9%
KIG
95
Kowal Investment Group
Wisconsin
$1.84M -$8.9K -168 -0.5%
WA
96
Waverly Advisors
Alabama
$1.71M +$45.7K +862 +3%
CWP
97
Cyndeo Wealth Partners
Florida
$1.65M -$462K -8,717 -22%
ML
98
McAdam LLC
Pennsylvania
$1.64M +$46.7K +882 +3%
DWAM
99
Duncan Williams Asset Management
Tennessee
$1.62M +$14.1K +266 +0.9%
LWMNY
100
Landmark Wealth Management (New York)
New York
$1.61M +$63.1K +1,191 +4%
2 3
4
5 6