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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

140 hedge funds and large institutions have $364M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
62
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10.8M
5
SW
5
Signify Wealth
Missouri
$25.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$538K
2
PI
2
PFS Investments
Georgia
$0
3
SW
3
SteelPeak Wealth
California
$808K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$6.59M
Name Market Value Shares Shares
Change 		Shares
Change %
MHR
126
Matthew Hamilton Rosenberg
$75K 1,341 – –
US Bancorp
127
US Bancorp
Minnesota
$69K 1,223 +1,223 New
BAM
128
Barrett Asset Management
New York
$56K 1,000 +1,000 New
WTC
129
WhitTier Trust Company
Nevada
$28K 501 – –
BCWM
130
Bartlett & Co Wealth Management
Ohio
$25.3K 450 – –
BC
131
Bartlett & Co
Ohio
$25K 450 – –
CFGS
132
Concourse Financial Group Securities
Alabama
$25K 447 – –
PCG
133
Private Capital Group
Connecticut
$15K 272 – –
SCA
134
Stonebridge Capital Advisors
Minnesota
$15K 260 +260 New
SSC
135
Syverson Strege & Co
Iowa
$15K 274 +274 New
SPIA
136
Steward Partners Investment Advisory
New York
$14.3K 255 +255 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$11K 199 -49 -20%
CIAS
138
Capital Investment Advisory Services
North Carolina
$11K 200 – –
JIR
139
James Investment Research
Ohio
$7K 133 – –
VFA
140
Values First Advisors
Tennessee
$6K 114 – –
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$6K 100 +100 New
HFA
142
Hoover Financial Advisors
Pennsylvania
$5K 84 +36 +75%
PI
143
PFS Investments
Georgia
– – -58,753 Closed
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
– – -10,895 Closed
CCFM
145
Clear Creek Financial Management
Washington
– – -8,574 Closed
BFA
146
Beacon Financial Advisory
Ohio
– – -4,936 Closed
CCM
147
Coldstream Capital Management
Washington
– – -3,547 Closed
ASN
148
Advisory Services Network
Georgia
– – -1,299 Closed
VNA
149
Valley National Advisers
Pennsylvania
– – -123 Closed
FCH
150
Freestone Capital Holdings
Washington
– – -38 Closed
3 4 5
6
7