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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Executive Wealth Management
Michigan
$3.43M +$129K +2,488 +4%
IWC
77
Integrated Wealth Concepts
Massachusetts
$3.2M -$8.59K -166 -0.3%
FM
78
Foster & Motley
Ohio
$3.09M -$71.6K -1,385 -2%
AFA
79
Avant Financial Advisors
Texas
$3.08M +$3.08M +59,533 New
AAS
80
Avantax Advisory Services
Texas
$2.99M +$735K +14,207 +33%
CM
81
Cercano Management
Washington
$2.97M -$20M -386,333 -87%
KW
82
Keyvantage Wealth
Pennsylvania
$2.92M +$2.92M +56,406 New
SAG
83
SageView Advisory Group
California
$2.9M +$24.7K +478 +0.9%
EFL
84
ERn Financial LLC
Wisconsin
$2.77M +$46.4K +897 +2%
LFA
85
Legacy Financial Advisors
Kentucky
$2.73M -$348K -6,730 -11%
AFO
86
Arrowroot Family Office
California
$2.72M -$43.1K -834 -2%
LFG
87
Larson Financial Group
Missouri
$2.71M +$2.25M +43,492 +492%
BIP
88
Blueprint Investment Partners
North Carolina
$2.66M +$1.11M +21,475 +72%
PAG
89
Paladin Advisory Group
Iowa
$2.62M -$3.26K -63 -0.1%
EFS
90
Econ Financial Services
Pennsylvania
$2.62M -$614K -11,866 -19%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$2.57M +$6.52K +126 +0.3%
FTUS
92
Flow Traders U.S.
New York
$2.56M +$2.56M +49,559 New
IWA
93
Inspirion Wealth Advisors
Illinois
$2.43M – – –
Mariner
94
Mariner
Kansas
$2.42M +$1.66M +32,029 +216%
IA
95
IAM Advisory
Pennsylvania
$2.41M +$23.5K +455 +1%
KAS
96
Kestra Advisory Services
Texas
$2.4M +$17.1K +330 +0.7%
PCG
97
Prosperity Consulting Group
Maryland
$2.39M +$115K +2,221 +5%
BWG
98
Beta Wealth Group
California
$2.38M -$91.6K -1,771 -4%
Financial Engines Advisors
99
Financial Engines Advisors
California
$2.36M -$349K -6,743 -13%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$2.31M -$486K -9,401 -17%
2 3
4
5 6