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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCP
101
Cedar Point Capital Partners
Iowa
$2.3M +$167K +3,219 +8%
CWM
102
Cornerstone Wealth Management
Missouri
$2.3M +$24.1K +465 +1%
SW
103
SteelPeak Wealth
California
$2.28M +$2.28M +43,910 New
V
104
ViaWealth
Kansas
$2.22M +$383K +7,397 +21%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.19M -$5.87M -113,551 -73%
AWM
106
Austin Wealth Management
Texas
$2.14M +$221K +4,277 +11%
FLPIM
107
F.L. Putnam Investment Management
Massachusetts
$2.07M +$139K +2,681 +7%
CIAS
108
CFS Investment Advisory Services
New Jersey
$2.05M +$2.05M +39,592 New
WA
109
Waverly Advisors
Alabama
$2.04M +$376K +7,259 +22%
CWP
110
Cyndeo Wealth Partners
Florida
$2.03M +$422K +8,166 +26%
PWMG
111
Prestige Wealth Management Group
New Jersey
$1.94M -$955K -18,407 -33%
WIA
112
World Investment Advisors
California
$1.87M +$1.87M +36,176 New
PTC
113
Private Trust Company
Ohio
$1.84M -$22.5K -434 -1%
WIM
114
Westside Investment Management
California
$1.83M – – –
DWAM
115
Duncan Williams Asset Management
Tennessee
$1.79M +$207K +4,008 +13%
ML
116
McAdam LLC
Pennsylvania
$1.79M +$188K +3,625 +12%
LWMNY
117
Landmark Wealth Management (New York)
New York
$1.78M +$204K +3,946 +13%
CWD
118
Clarity Wealth Development
Oregon
$1.77M +$1.77M +33,998 New
Citadel Advisors
119
Citadel Advisors
Florida
$1.75M +$1.75M +33,819 New
FPAS
120
Focus Partners Advisor Solutions
Missouri
$1.73M +$1.45M +28,015 +509%
PG
121
Patten Group
Tennessee
$1.7M -$104K -2,006 -6%
UW
122
Unique Wealth
Florida
$1.7M +$1.28M +24,803 +309%
MML Investors Services
123
MML Investors Services
Massachusetts
$1.69M +$642K +12,418 +62%
AFP
124
Ausdal Financial Partners
Iowa
$1.68M +$119K +2,305 +8%
CW
125
CreativeOne Wealth
Kansas
$1.52M +$107K +2,064 +8%
3 4
5
6 7