MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

140 hedge funds and large institutions have $364M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
62
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10.8M
5
SW
5
Signify Wealth
Missouri
$25.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$538K
2
PI
2
PFS Investments
Georgia
$0
3
SW
3
SteelPeak Wealth
California
$808K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$6.59M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
101
Voya Financial Advisors
Connecticut
$267K 4,753 -8,230 -63%
BWM
102
BerganKDV Wealth Management
Minnesota
$264K 4,694 +177 +4%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$254K 4,520 – –
GWM
104
Geneos Wealth Management
Colorado
$253K 4,482 -2,800 -38%
WMA
105
Wealth Management Associates
New Jersey
$245K 4,365 – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$236K 4,207 – –
AA
107
AlphaMark Advisors
Kentucky
$236K 4,200 +2,400 +133%
FWP
108
Firethorn Wealth Partners
Georgia
$235K 4,183 -1,770 -30%
GIA
109
Gladstone Institutional Advisory
Florida
$230K 4,097 +169 +4%
JF
110
JSF Financial
California
$225K 4,000 – –
SEIA
111
Signature Estate & Investment Advisors
California
$223K 3,963 +163 +4%
EWM
112
Endurance Wealth Management
Rhode Island
$214K 3,800 – –
ATC
113
Argent Trust Co
Tennessee
$210K 3,728 – –
OMC
114
Old Mission Capital
Illinois
$208K 3,708 +3,708 New
FFA
115
Fragasso Financial Advisors
Pennsylvania
$202K 3,590 – –
CA
116
Claro Advisors
Massachusetts
$202K 3,600 – –
PAS
117
Park Avenue Securities
New York
$201K 3,579 +3,579 New
SFS
118
Sowell Financial Services
Arkansas
$188K 3,323 +2,844 +594%
NFG
119
Next Financial Group
Texas
$168K 2,976 +410 +16%
HI
120
Harbour Investments
Wisconsin
$168K 2,982 +2,982 New
HNB
121
Huntington National Bank
Ohio
– – – –
AIC
122
Ameritas Investment Company
Nebraska
$116K 2,070 +2,070 New
CAL
123
Capital Analysts LLC
Pennsylvania
$94K 1,670 +8 +0.5%
TCWM
124
Total Clarity Wealth Management
Illinois
$81K 1,450 +1,450 New
CCM
125
Covington Capital Management
California
$76K 1,345 – –
3 4
5
6 7