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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$20M
2
OPS
Orion Portfolio Solutions
Nebraska
$20M
3
Morgan Stanley
Morgan Stanley
New York
$42.5M
4
Stifel Financial
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
Fermata Advisors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$0
4
UBS Group
UBS Group
Switzerland
$22.9M
5
GIM
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Centennial Bank
Arkansas
$562K -$171K -3,300 -23%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$545K +$19.1K +368 +4%
SOS
128
Silver Oak Securities
Tennessee
$537K +$106K +2,037 +24%
VC
129
Vicus Capital
Pennsylvania
$536K -$234K -4,509 -30%
BW
130
Bison Wealth
Georgia
$521K +$521K +10,053 New
AIP
131
Ameritas Investment Partners
Nebraska
$510K +$57.8K +1,114 +13%
BFA
132
Beacon Financial Advisory
Ohio
$508K +$14K +271 +3%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$472K +$183K +3,525 +63%
NL
134
NWAM LLC
Washington
$472K +$103K +1,983 +28%
VIM
135
Vista Investment Management
Pennsylvania
$467K +$119K +2,291 +34%
CA
136
Continuum Advisory
Idaho
$466K -$147K -2,835 -24%
HCM
137
Hollencrest Capital Management
California
$465K – – –
RWM
138
Revisor Wealth Management
Ohio
$457K – – –
SSC
139
Syverson Strege & Co
Iowa
$453K +$6.01K +116 +1%
CCFM
140
Clear Creek Financial Management
Washington
$449K -$128K -2,460 -22%
FAFN
141
First Affirmative Financial Network
Colorado
$449K -$4.3K -83 -0.9%
KAS
142
Kestra Advisory Services
Texas
$436K +$160K +3,084 +58%
ATC
143
Argent Trust Co
Tennessee
$433K – – –
MFS
144
McNamara Financial Services
Massachusetts
$428K +$5.05K +98 +1%
AWS
145
Atria Wealth Solutions
New York
$408K -$6.53K -126 -2%
SXL
146
Summit X LLC
Missouri
$394K -$52 -1 -0%
LCM
147
Lunt Capital Management
Utah
$390K +$390K +7,516 New
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$387K +$187K +3,607 +93%
FAIM
149
Financial Advocates Investment Management
Washington
$374K -$8.4K -162 -2%
DC
150
Davenport & Co
Virginia
$337K – – –
4 5
6
7 8