MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

142 hedge funds and large institutions have $374M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
58
Reduced
38
Closed
12
Calls
–
Puts
$278K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.1M
2
Jane Street
2
Jane Street
New York
$5.61M
3
OMC
3
Old Mission Capital
Illinois
$5.07M
4
PWM
4
PRW Wealth Management
Massachusetts
$2.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.6M
2
AWP
2
Abacus Wealth Partners
California
$334K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.71M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
SW
5
Signify Wealth
Missouri
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
126
Matthew Hamilton Rosenberg
$76K -$227 -4 -0.3%
CCM
127
Covington Capital Management
California
$76K – – –
US Bancorp
128
US Bancorp
Minnesota
$69K – – –
BAM
129
Barrett Asset Management
New York
$57K – – –
HNB
130
Huntington National Bank
Ohio
$33K -$120K – –
SCA
131
Stonebridge Capital Advisors
Minnesota
$30K +$15K +260 +100%
WTC
132
WhitTier Trust Company
Nevada
$28K – – –
IA
133
IFP Advisors
Florida
$28K +$28K +501 New
CFGS
134
Concourse Financial Group Securities
Alabama
$27K +$1.54K +27 +6%
BC
135
Bartlett & Co
Ohio
$26K – – –
BCWM
136
Bartlett & Co Wealth Management
Ohio
$25.5K – – –
PCG
137
Private Capital Group
Connecticut
$15K – – –
SPIA
138
Steward Partners Investment Advisory
New York
$14K – – –
VNIM
139
Vaughan Nelson Investment Management
Texas
$14K +$14K +245 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$11K – – –
CIAS
141
Capital Investment Advisory Services
North Carolina
$11K +$55 +1 +0.5%
JIR
142
James Investment Research
Ohio
$8K – – –
VFA
143
Values First Advisors
Tennessee
$6K – – –
HFA
144
Hoover Financial Advisors
Pennsylvania
$5K +$435 +8 +10%
CCMG
145
Clark Capital Management Group
Pennsylvania
– -$1.67M -29,666 Closed
Goldman Sachs
146
Goldman Sachs
New York
– -$895K -15,920 Closed
MAA
147
Matrix Asset Advisors
New York
– -$501K -8,915 Closed
IWC
148
Integrated Wealth Concepts
Massachusetts
– -$359K -6,381 Closed
CWS
149
Cypress Wealth Services
California
– -$292K -5,191 Closed
OFG
150
Oxford Financial Group
Indiana
– -$290K -5,160 Closed
3 4 5
6
7