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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.9M
2
GIM
2
Goelzer Investment Management
Indiana
$23.2M
3
SW
3
SteelPeak Wealth
California
$19.2M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$40.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
LFA
3
Legacy Financial Advisors
Kentucky
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.79M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$830K 16,154 -4,074 -20%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$824K 16,047 +10,150 +172%
MWA
103
Martel Wealth Advisors
Washington
$815K 15,869 +15,869 New
GI
104
Gradient Investments
Minnesota
$789K 15,355 -5,778 -27%
VPP
105
Vertex Planning Partners
Illinois
$771K 15,011 +15,011 New
RA
106
RFG Advisory
Alabama
$770K 14,679 +14,679 New
VC
107
Vicus Capital
Pennsylvania
$763K 14,843 +6,752 +83%
PFA
108
Petra Financial Advisors
Colorado
$762K 14,840 +14,840 New
KC
109
Kingfisher Capital
North Carolina
$761K 14,802 -6,362 -30%
V
110
ViaWealth
Kansas
$760K 14,630 +14,630 New
IA
111
IAM Advisory
Pennsylvania
$724K 14,095 +14,095 New
QA
112
Quantitative Advantage
Minnesota
$710K 13,817 +1,317 +11%
CCM
113
Coldstream Capital Management
Washington
$709K 13,799 +13,799 New
SSC
114
Syverson Strege & Co
Iowa
$702K 13,665 +5,897 +76%
AIM
115
Anchor Investment Management
South Carolina
$700K 13,627 – –
IA
116
IFP Advisors
Florida
$673K 12,733 +1,141 +10%
IWC
117
Integrated Wealth Concepts
Massachusetts
$665K 12,942 +12,942 New
CI
118
CX Institutional
Indiana
$661K 12,857 +12,857 New
CW
119
CreativeOne Wealth
Kansas
$657K 12,790 +5,859 +85%
BFC
120
Bedel Financial Consulting
Indiana
$655K 12,748 +12,748 New
HSA
121
HBK Sorce Advisory
Pennsylvania
$653K 12,710 +4,960 +64%
PAG
122
Powers Advisory Group
Illinois
$653K 12,704 +3 +0%
Truist Financial
123
Truist Financial
North Carolina
$639K 12,439 +2,994 +32%
CA
124
Continuum Advisory
Idaho
$632K 12,310 – –
SCA
125
Stokes Capital Advisors
South Carolina
$624K 12,154 -34,091 -74%
3 4
5
6 7