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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

111 hedge funds and large institutions have $229M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.86M
2
MHS
2
M Holdings Securities
Oregon
$2.69M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$11M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.22M
5
BWA
5
Beam Wealth Advisors
Louisiana
$1.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.41M
4
SC
4
Steph & Co
Wisconsin
$3.61M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
101
Covington Capital Management
California
$44K – – –
SFS
102
Sowell Financial Services
Arkansas
$36K +$1.96K +36 +6%
WTC
103
WhitTier Trust Company
Nevada
$27K – – –
BAM
104
Barrett Asset Management
New York
$22K – – –
TF
105
TimeScale Financial
Massachusetts
$15K -$15.5K -300 -51%
PCG
106
Private Capital Group
Connecticut
$15K – – –
SCA
107
Stonebridge Capital Advisors
Minnesota
$14K – – –
WEC
108
Winslow Evans & Crocker
Massachusetts
$12K – – –
CIAS
109
Capital Investment Advisory Services
North Carolina
$11K – – –
JIR
110
James Investment Research
Ohio
$7K – – –
VNA
111
Valley National Advisers
Pennsylvania
$7K – – –
VFA
112
Values First Advisors
Tennessee
$6.22K – – –
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
VCP
114
Verus Capital Partners
Arizona
$3K – – –
Goldman Sachs
115
Goldman Sachs
New York
– -$468K -8,487 Closed
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
– -$276K -5,000 Closed
OCM
117
One Capital Management
California
– -$258K -4,681 Closed
RMDI
118
R.M. Davis Inc
Maine
– -$233K -4,226 Closed
BCA
119
Bay Colony Advisors
Massachusetts
– -$215K -3,860 Closed
BAM
120
Belpointe Asset Management
Nevada
– -$201K -3,642 Closed
IFWM
121
Institute for Wealth Management
Colorado
– -$171K -3,100 Closed
TIM
122
Tortoise Investment Management
New York
– -$160K -2,900 Closed
TCWM
123
Total Clarity Wealth Management
Illinois
– -$102K -1,850 Closed
Allianz Asset Management
124
Allianz Asset Management
Germany
– -$8K -152 Closed
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