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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.9M
2
GIM
2
Goelzer Investment Management
Indiana
$23.2M
3
SW
3
SteelPeak Wealth
California
$19.2M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$40.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
LFA
3
Legacy Financial Advisors
Kentucky
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
126
Landmark Wealth Management (New York)
New York
$609K -$325K -6,336 -35%
Creative Planning
127
Creative Planning
Kansas
$592K +$94.8K +1,846 +19%
MWP
128
Madison Wealth Partners
Wisconsin
$581K +$139K +2,696 +31%
FWA
129
Freedom Wealth Alliance
Wisconsin
$573K +$573K +11,143 New
KFP
130
KMG Fiduciary Partners
Ohio
$570K +$570K +11,094 New
CCFM
131
Clear Creek Financial Management
Washington
$562K -$295K -5,746 -34%
AWM
132
Avaii Wealth Management
Wisconsin
$562K +$562K +10,931 New
BAM
133
Belpointe Asset Management
Nevada
$556K +$161K +3,142 +41%
BFA
134
Beacon Financial Advisory
Ohio
$488K – – –
FAFN
135
First Affirmative Financial Network
Colorado
$467K -$21.9K -426 -4%
HCM
136
Hollencrest Capital Management
California
$461K +$461K +8,966 New
ATC
137
Argent Trust Co
Tennessee
$429K – – –
APA
138
Astoria Portfolio Advisors
New York
$426K -$958K -18,285 -69%
MFS
139
McNamara Financial Services
Massachusetts
$418K +$22.5K +438 +6%
SS
140
Sunbelt Securities
Texas
$417K -$11.3K -219 -3%
FPAS
141
Focus Partners Advisor Solutions
Missouri
$398K +$398K +7,743 New
WHCI
142
W.H. Cornerstone Investments
Massachusetts
$388K -$237K -4,541 -38%
AAS
143
Ameritas Advisory Services
Nebraska
$348K +$348K +6,780 New
CMS
144
Capital Market Strategies
Florida
$348K -$8.99K -175 -3%
AIP
145
Ameritas Investment Partners
Nebraska
$346K +$346K +6,740 New
DC
146
Davenport & Co
Virginia
$334K – – –
CRWM
147
Castle Rock Wealth Management
California
$320K -$46.9K -894 -13%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$319K -$351K -6,834 -52%
SAM
149
SignalPoint Asset Management
Missouri
$313K – – –
LNC
150
Lincoln National Corp
Pennsylvania
$306K +$59K +1,149 +24%
4 5
6
7 8