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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
$55.9M
2
SSC
Syverson Strege & Co
Iowa
$19.6M
3
MCWS
McKinley Carter Wealth Services
West Virginia
$18M
4
MMA
Miracle Mile Advisors
California
$17M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$22.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$221K
2
Jane Street
Jane Street
New York
$0
3
CIA
Compass Ion Advisors
Pennsylvania
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.24M
5
BCI
Brinker Capital Investments
Pennsylvania
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
SVB Wealth
Massachusetts
$291K +$291K +5,648 New
EA
127
Eudaimonia Advisors
Tennessee
$272K – – –
MSFS
128
Main Street Financial Solutions
Pennsylvania
$263K -$62.9K -1,220 -19%
APA
129
American Portfolios Advisors
New York
$260K -$1.54K -30 -0.6%
PFS
130
Prospera Financial Services
Texas
$258K +$65.2K +1,264 +34%
NAMM
131
NorthStar Asset Management (Massachusetts)
Massachusetts
$257K +$257K +4,998 New
AA
132
AlphaMark Advisors
Kentucky
$257K – – –
EWA
133
EP Wealth Advisors
California
$255K +$255K +4,950 New
PCMC
134
Paragon Capital Management (Colorado)
Colorado
$235K -$15.5K -300 -6%
SIAG
135
Signet Investment Advisory Group
Rhode Island
$226K +$226K +4,390 New
Fidelity Investments
136
Fidelity Investments
Massachusetts
$221K -$26M -505,245 -99%
WMA
137
Wealth Management Associates
New Jersey
$212K – – –
PA
138
PFG Advisors
Arizona
$207K -$27.4K -534 -12%
JF
139
JSF Financial
California
$206K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$196K -$118K -2,299 -38%
EWM
141
Endurance Wealth Management
Rhode Island
$196K – – –
RPSA
142
Richard P. Slaughter Associates
Texas
$186K +$186K +3,622 New
US Bancorp
143
US Bancorp
Minnesota
$183K -$8.45K -164 -4%
TIM
144
Tortoise Investment Management
New York
$105K -$451K -8,759 -81%
GWM
145
Geneos Wealth Management
Colorado
$98K -$26.6K -517 -21%
ZIG
146
Zullo Investment Group
Pennsylvania
$95K – – –
CWA
147
Clearview Wealth Advisors
Oregon
$91K -$35K -680 -28%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$80K +$69.8K +1,356 +681%
TCWM
149
Total Clarity Wealth Management
Illinois
$75K +$75K +1,450 New
MHR
150
Matthew Hamilton Rosenberg
$69K +$52 +1 +0.1%
4 5
6
7 8