MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$46.8M
2
LPL Financial
LPL Financial
California
$50.7M
3
MW
MBL Wealth
North Carolina
$13M
4
Jane Street
Jane Street
New York
$3.04M
5
CAN
Cetera Advisor Networks
California
$4.18M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$6.61M
2
SW
SteelPeak Wealth
California
$205K
3
GIM
Goelzer Investment Management
Indiana
$8.79M
4
SEIA
Signature Estate & Investment Advisors
California
$243K
5
UBS Group
UBS Group
Switzerland
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHCI
126
W.H. Cornerstone Investments
Massachusetts
$597K +$208K +3,988 +54%
SCA
127
Stokes Capital Advisors
South Carolina
$596K -$39.2K -750 -6%
CCFM
128
Clear Creek Financial Management
Washington
$581K +$9.67K +185 +2%
NDSI
129
Newman Dignan & Sheerar Inc
Rhode Island
$537K +$537K +10,276 New
Natixis Advisors
130
Natixis Advisors
Massachusetts
$530K +$530K +10,146 New
BFA
131
Beacon Financial Advisory
Ohio
$498K +$2.46K +47 +0.5%
HCM
132
Hollencrest Capital Management
California
$469K – – –
RWM
133
Revisor Wealth Management
Ohio
$461K +$461K +8,813 New
RJT
134
Raymond James Trust
Florida
$460K +$460K +8,800 New
FAFN
135
First Affirmative Financial Network
Colorado
$457K -$18.6K -355 -4%
AIP
136
Ameritas Investment Partners
Nebraska
$456K +$104K +1,985 +29%
SSC
137
Syverson Strege & Co
Iowa
$451K -$263K -5,037 -37%
CAG
138
Csenge Advisory Group
Florida
$451K +$190K +3,645 +73%
ATC
139
Argent Trust Co
Tennessee
$436K – – –
SOS
140
Silver Oak Securities
Tennessee
$435K +$435K +8,322 New
FPAS
141
Focus Partners Advisor Solutions
Missouri
$434K +$29.3K +561 +7%
BAM
142
Belpointe Asset Management
Nevada
$431K -$134K -2,568 -24%
MFS
143
McNamara Financial Services
Massachusetts
$429K +$3.71K +71 +0.9%
AWS
144
Atria Wealth Solutions
New York
$418K -$2.08M -39,798 -83%
SXL
145
Summit X LLC
Missouri
$397K -$500K -9,572 -56%
FAIM
146
Financial Advocates Investment Management
Washington
$385K +$145K +2,771 +60%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$380K +$380K +7,267 New
NL
148
NWAM LLC
Washington
$372K +$372K +7,116 New
AAS
149
Ameritas Advisory Services
Nebraska
$365K +$11.9K +228 +3%
HH
150
Hilltop Holdings
Texas
$352K +$352K +6,727 New
4 5
6
7 8