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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
4
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
101
Patten Group
Tennessee
$1.48M +$84.1K +1,603 +6%
DWAM
102
Duncan Williams Asset Management
Tennessee
$1.47M +$1.47M +28,050 New
MML Investors Services
103
MML Investors Services
Massachusetts
$1.46M -$393K -7,501 -21%
BFWA
104
Benchmark Financial Wealth Advisors
Florida
$1.41M +$1.41M +26,895 New
RT
105
Rockland Trust
Massachusetts
$1.4M -$89K -1,697 -6%
AAS
106
Avantax Advisory Services
Texas
$1.39M +$289K +5,500 +26%
IWM
107
IHT Wealth Management
Illinois
$1.35M -$15.7K -299 -1%
TCG
108
Transcendent Capital Group
Oklahoma
$1.3M -$75.7K -1,443 -5%
CW
109
CreativeOne Wealth
Kansas
$1.25M +$678K +12,931 +119%
IWC
110
Integrated Wealth Concepts
Massachusetts
$1.22M +$157K +2,998 +15%
TH
111
Team Hewins
California
$1.14M -$22.9K -436 -2%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1.14M -$51.4K -979 -4%
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$1.11M +$9.34K +178 +0.8%
KA
114
Kooman & Associates
Pennsylvania
$1.1M +$27.1K +516 +3%
PAG
115
Private Advisor Group
New Jersey
$1.08M +$87.7K +1,672 +9%
LNC
116
Lincoln National Corp
Pennsylvania
$1.07M +$89.7K +1,710 +9%
BRWA
117
B. Riley Wealth Advisors
Florida
$1.07M -$168K -3,350 -14%
WI
118
Wintrust Investments
Illinois
$1.06M -$31.5K -600 -3%
SI
119
Saxon Interests
Texas
$1.06M – – –
Bank of New York Mellon
120
Bank of New York Mellon
New York
$1.06M -$1.63M -31,010 -61%
AWM
121
Avaii Wealth Management
Wisconsin
$1.01M -$6.3K -120 -0.6%
IA
122
Inspire Advisors
Idaho
$1.01M +$32.4K +618 +3%
Comerica Bank
123
Comerica Bank
Texas
$999K -$556K -10,595 -36%
AFP
124
Alpha Financial Partners
Kentucky
$994K +$31K +590 +3%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$979K +$65.2K +1,242 +7%
3 4
5
6 7