MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
PI
3
PFS Investments
Georgia
$3.33M
4
Bank of America
4
Bank of America
North Carolina
$27.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.21M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
EI
3
Ethic Inc
New York
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
101
R.M. Davis Inc
Maine
$253K +$253K +4,468 New
WMA
102
Wealth Management Associates
New Jersey
$248K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$239K – – –
JF
104
JSF Financial
California
$227K – – –
FTUS
105
Flow Traders U.S.
New York
$226K +$226K +3,983 New
GIA
106
Gladstone Institutional Advisory
Florida
$223K +$1.48K +26 +0.7%
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$219K -$217K – –
EWM
108
Endurance Wealth Management
Rhode Island
$216K – – –
SEIA
109
Signature Estate & Investment Advisors
California
$216K +$9.27K +163 +4%
ATC
110
Argent Trust Co
Tennessee
$212K – – –
BRWM
111
B. Riley Wealth Management
Tennessee
$210K -$598K -10,535 -74%
FFA
112
Fragasso Financial Advisors
Pennsylvania
$204K – – –
CA
113
Claro Advisors
Massachusetts
$204K – – –
CCM
114
Coldstream Capital Management
Washington
$201K +$201K +3,547 New
NFG
115
Next Financial Group
Texas
$146K +$7.45K +131 +5%
HNB
116
Huntington National Bank
Ohio
$127K -$126K – –
AA
117
AlphaMark Advisors
Kentucky
$102K +$51K +900 +100%
CAL
118
Capital Analysts LLC
Pennsylvania
$94K +$396 +7 +0.4%
MHR
119
Matthew Hamilton Rosenberg
$76K -$397 -7 -0.5%
CCM
120
Covington Capital Management
California
$76K – – –
ASN
121
Advisory Services Network
Georgia
$74K +$74K +1,299 New
WTC
122
WhitTier Trust Company
Nevada
$28K – – –
SFS
123
Sowell Financial Services
Arkansas
$27K -$10.3K -182 -28%
BC
124
Bartlett & Co
Ohio
$26K – – –
BCWM
125
Bartlett & Co Wealth Management
Ohio
$25.5K – – –
2 3 4
5
6