MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$10.4M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
V
101
ViaWealth
Kansas
$847K +$120K +2,403 +17%
IA
102
IAM Advisory
Pennsylvania
$840K +$125K +2,499 +18%
Creative Planning
103
Creative Planning
Kansas
$827K +$77.2K +1,542 +10%
IA
104
Inspire Advisors
Idaho
$826K +$826K +16,497 New
PAG
105
Private Advisor Group
New Jersey
$823K -$49K -979 -6%
Comerica Bank
106
Comerica Bank
Texas
$800K +$800K +15,975 New
PFA
107
Petra Financial Advisors
Colorado
$786K -$17.5K -350 -2%
First Trust Advisors
108
First Trust Advisors
Illinois
$763K -$15.5K -310 -2%
FLPIM
109
F.L. Putnam Investment Management
Massachusetts
$755K +$502K +10,021 +198%
ATPW
110
Ashton Thomas Private Wealth
Arizona
$754K -$169K -3,368 -18%
AWM
111
Avaii Wealth Management
Wisconsin
$729K +$69.2K +1,382 +10%
IWC
112
Integrated Wealth Concepts
Massachusetts
$677K +$56.7K +1,133 +9%
Jane Street
113
Jane Street
New York
$663K -$3.03M -60,603 -82%
Truist Financial
114
Truist Financial
North Carolina
$647K +$601 +12 +0.1%
AIM
115
Anchor Investment Management
South Carolina
$642K -$40.1K -800 -6%
AIP
116
Ameritas Investment Partners
Nebraska
$640K +$147K +2,941 +30%
BFC
117
Bedel Financial Consulting
Indiana
$638K – – –
PAG
118
Powers Advisory Group
Illinois
$636K +$150 +3 +0%
CCM
119
Coldstream Capital Management
Washington
$636K – – –
Natixis Advisors
120
Natixis Advisors
Massachusetts
$635K +$109K +2,174 +21%
MMA
121
Miracle Mile Advisors
California
$633K -$3.24M -64,689 -84%
KC
122
Kingfisher Capital
North Carolina
$630K -$17.9K -357 -3%
MWP
123
Madison Wealth Partners
Wisconsin
$626K +$8.61K +172 +1%
APA
124
Astoria Portfolio Advisors
New York
$612K -$24.7K -499 -4%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$607K +$607K +12,123 New
3 4
5
6 7