MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$55.9M
2
SSC
2
Syverson Strege & Co
Iowa
$19.6M
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$18M
4
MMA
4
Miracle Mile Advisors
California
$17M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221K
2
Jane Street
2
Jane Street
New York
$0
3
CIA
3
Compass Ion Advisors
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.24M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
101
Intergy Private Wealth
Colorado
$413K +$413K +8,024 New
HSA
102
HBK Sorce Advisory
Pennsylvania
$399K +$399K +7,750 New
BWM
103
BCS Wealth Management
Tennessee
$393K +$133K +2,576 +51%
Creative Planning
104
Creative Planning
Kansas
$388K -$435K -8,455 -53%
VC
105
Vicus Capital
Pennsylvania
$384K +$127K +2,459 +49%
ATC
106
Argent Trust Co
Tennessee
$378K – – –
VWA
107
Visionary Wealth Advisors
Illinois
$375K +$114K +2,218 +44%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$364K +$54.5K +1,060 +18%
CRWM
109
Castle Rock Wealth Management
California
$363K +$208 +4 +0.1%
MWP
110
Madison Wealth Partners
Wisconsin
$358K +$358K +6,961 New
CMS
111
Capital Market Strategies
Florida
$357K – – –
Luther King Capital Management (LKCM)
112
Luther King Capital Management (LKCM)
Texas
$350K – – –
BWM
113
BerganKDV Wealth Management
Minnesota
$349K -$14.6K -283 -4%
CFA
114
CWS Financial Advisors
Michigan
$348K – – –
LNC
115
Lincoln National Corp
Pennsylvania
$348K +$618 +12 +0.2%
SS
116
Sunbelt Securities
Texas
$343K +$343K +6,668 New
DC
117
Davenport & Co
Virginia
$335K – – –
BFA
118
Beaumont Financial Advisors
Massachusetts
$334K -$2.63M -51,027 -89%
BAM
119
Belpointe Asset Management
Nevada
$331K +$52.8K +1,027 +19%
CTFG
120
Capstone Triton Financial Group
Oklahoma
$317K – – –
WSTAM
121
Wilbanks Smith & Thomas Asset Management
Virginia
$317K – – –
SAM
122
SignalPoint Asset Management
Missouri
$314K – – –
XF
123
XML Financial
Maryland
$298K +$1.13K +22 +0.4%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$293K -$14.2K -276 -5%
RJA
125
Raymond James & Associates
Florida
$291K -$66.1K -1,283 -19%
3 4
5
6 7