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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$1.71M +$330K +6,344 +24%
PG
102
Patten Group
Tennessee
$1.67M +$208K +4,004 +14%
WA
103
Waverly Advisors
Alabama
$1.63M +$72.3K +1,388 +5%
DWAM
104
Duncan Williams Asset Management
Tennessee
$1.58M +$115K +2,214 +8%
ACP
105
Aviance Capital Partners
Florida
$1.57M -$7.03K -135 -0.4%
JCM
106
Janney Capital Management
Pennsylvania
$1.57M -$104 -2 -0%
ML
107
McAdam LLC
Pennsylvania
$1.56M -$383K -7,362 -20%
KPP
108
Kings Path Partners
Texas
$1.53M +$1.53M +29,413 New
LWMNY
109
Landmark Wealth Management (New York)
New York
$1.52M +$18.6K +357 +1%
VA
110
Valmark Advisers
Ohio
$1.51M – – –
MBFW
111
Morton Brown Family Wealth
Pennsylvania
$1.51M +$1.51M +28,868 New
BFWA
112
Benchmark Financial Wealth Advisors
Florida
$1.51M +$107K +2,055 +8%
RT
113
Rockland Trust
Massachusetts
$1.4M +$11.6K +222 +0.8%
LCWP
114
Legacy Capital Wealth Partners
Arkansas
$1.37M +$1.37M +26,264 New
WN
115
Williams & Novak
California
$1.3M +$402K +7,725 +45%
BRWA
116
B. Riley Wealth Advisors
Florida
$1.28M +$175K +3,352 +16%
TCG
117
Transcendent Capital Group
Oklahoma
$1.28M -$11.5K -221 -0.9%
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
$1.19M +$621K +11,923 +109%
AFP
119
Alpha Financial Partners
Kentucky
$1.17M +$180K +3,451 +18%
WHCI
120
W.H. Cornerstone Investments
Massachusetts
$1.11M +$2.45K +47 +0.2%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.1M -$36.7K -705 -3%
IWM
122
IHT Wealth Management
Illinois
$1.1M -$243K -4,669 -18%
PAG
123
Private Advisor Group
New Jersey
$1.07M +$4.89K +94 +0.5%
WI
124
Wintrust Investments
Illinois
$1.06M +$12.3K +236 +1%
KA
125
Kooman & Associates
Pennsylvania
$1.06M -$34.6K -665 -3%
3 4
5
6 7