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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$20M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$20M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
1
Fermata Advisors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
GIM
5
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$897K +$6.01K +116 +0.7%
SFG
102
StrategIQ Financial Group
Indiana
$870K +$560K +10,805 +181%
MWA
103
Martel Wealth Advisors
Washington
$856K – – –
MFG
104
Midwest Financial Group
Kansas
$849K +$38.7K +746 +5%
PFA
105
Petra Financial Advisors
Colorado
$832K +$74.3K +1,434 +10%
First Trust Advisors
106
First Trust Advisors
Illinois
$806K -$55.7K -1,075 -6%
Creative Planning
107
Creative Planning
Kansas
$776K +$138K +2,658 +22%
V
108
ViaWealth
Kansas
$752K -$19.7K -380 -3%
RA
109
RFG Advisory
Alabama
$748K -$15K -290 -2%
IA
110
IAM Advisory
Pennsylvania
$740K +$3.84K +74 +0.5%
CW
111
CreativeOne Wealth
Kansas
$709K -$161K -3,104 -19%
AIM
112
Anchor Investment Management
South Carolina
$706K – – –
AWM
113
Avaii Wealth Management
Wisconsin
$683K +$78.3K +1,511 +13%
LWMNY
114
Landmark Wealth Management (New York)
New York
$678K -$34.5K -666 -5%
KC
115
Kingfisher Capital
North Carolina
$671K -$76.1K -1,466 -10%
Truist Financial
116
Truist Financial
North Carolina
$670K -$6.53K -126 -1%
APA
117
Astoria Portfolio Advisors
New York
$666K +$30.5K +589 +5%
BFC
118
Bedel Financial Consulting
Indiana
$661K – – –
PAG
119
Powers Advisory Group
Illinois
$659K +$156 +3 +0%
CCM
120
Coldstream Capital Management
Washington
$658K -$25.9K -500 -4%
IWC
121
Integrated Wealth Concepts
Massachusetts
$642K -$35.7K -689 -5%
MWP
122
Madison Wealth Partners
Wisconsin
$640K +$46.4K +895 +8%
RJT
123
Raymond James Trust
Florida
$601K +$145K +2,800 +32%
WHCI
124
W.H. Cornerstone Investments
Massachusetts
$596K +$4.51K +87 +0.8%
SCA
125
Stokes Capital Advisors
South Carolina
$581K -$10.4K -200 -2%
3 4
5
6 7