MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
101
Legacy Capital Wealth Partners
Arkansas
$1.39M +$84.5K +1,600 +6%
TCG
102
Transcendent Capital Group
Oklahoma
$1.39M +$1.39M +26,245 New
IWM
103
IHT Wealth Management
Illinois
$1.37M +$52.7K +998 +4%
BRWA
104
B. Riley Wealth Advisors
Florida
$1.3M +$177K +3,350 +16%
LWMNY
105
Landmark Wealth Management (New York)
New York
$1.25M +$171K +3,244 +16%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.2M -$280K -5,294 -19%
TH
107
Team Hewins
California
$1.18M +$1.18M +22,245 New
WHCI
108
W.H. Cornerstone Investments
Massachusetts
$1.11M +$499K +9,458 +82%
AAS
109
Avantax Advisory Services
Texas
$1.11M +$110K +2,074 +11%
KAS
110
Kestra Advisory Services
Texas
$1.11M +$514K +9,740 +87%
WI
111
Wintrust Investments
Illinois
$1.1M +$19.1K +361 +2%
KA
112
Kooman & Associates
Pennsylvania
$1.08M -$180K -3,417 -14%
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.07M +$360K +6,821 +50%
SI
114
Saxon Interests
Texas
$1.06M +$1.06M +20,130 New
PCG
115
Prosperity Consulting Group
Maryland
$1.04M +$1.04M +19,698 New
AWM
116
Avaii Wealth Management
Wisconsin
$1.02M +$251K +4,761 +33%
PAG
117
Private Advisor Group
New Jersey
$995K +$128K +2,415 +15%
LNC
118
Lincoln National Corp
Pennsylvania
$983K +$747K +14,139 +315%
RWM
119
Revisor Wealth Management
Ohio
$981K +$981K +18,579 New
IA
120
Inspire Advisors
Idaho
$980K +$109K +2,059 +12%
AFP
121
Alpha Financial Partners
Kentucky
$969K +$969K +18,357 New
V
122
ViaWealth
Kansas
$965K +$71.8K +1,359 +8%
RSWA
123
Robinson Smith Wealth Advisors
Maine
$946K +$946K +17,925 New
MWA
124
Martel Wealth Advisors
Washington
$941K – – –
AF
125
Advisornet Financial
Minnesota
$927K +$6.71K +127 +0.7%
3 4
5
6 7