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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$10.4M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$591K +$361K +7,210 +157%
WHCI
127
W.H. Cornerstone Investments
Massachusetts
$581K +$4.71K +94 +0.8%
RJT
128
Raymond James Trust
Florida
$581K – – –
EFS
129
Econ Financial Services
Pennsylvania
$565K -$853K -17,041 -60%
KAS
130
Kestra Advisory Services
Texas
$561K +$140K +2,799 +33%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$547K -$330K -6,591 -38%
BCG
132
Breakwater Capital Group
New Jersey
$546K -$1.31M -26,491 -71%
LCM
133
Lunt Capital Management
Utah
$534K +$157K +3,140 +42%
CB
134
Centennial Bank
Arkansas
$533K -$9.71K -194 -2%
AA
135
AlphaMark Advisors
Kentucky
$526K +$201K +4,015 +62%
NDSI
136
Newman Dignan & Sheerar Inc
Rhode Island
$521K +$521K +10,411 New
VC
137
Vicus Capital
Pennsylvania
$518K +$601 +12 +0.1%
BW
138
Bison Wealth
Georgia
$503K +$150 +3 +0%
PFG
139
PAX Financial Group
Texas
$500K +$251K +5,022 +101%
FFA
140
Fragasso Financial Advisors
Pennsylvania
$490K +$490K +9,790 New
NL
141
NWAM LLC
Washington
$471K +$15.7K +313 +3%
SSC
142
Syverson Strege & Co
Iowa
$461K +$23.5K +469 +5%
CA
143
Continuum Advisory
Idaho
$450K – – –
HCM
144
Hollencrest Capital Management
California
$449K – – –
CW
145
CreativeOne Wealth
Kansas
$446K -$238K -4,763 -35%
SCA
146
Stokes Capital Advisors
South Carolina
$438K -$123K -2,450 -22%
FAFN
147
First Affirmative Financial Network
Colorado
$423K -$10.6K -212 -2%
ASN
148
Advisory Services Network
Georgia
$422K +$204K +4,083 +94%
EWMCB
149
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$420K +$150K +2,991 +55%
MFS
150
McNamara Financial Services
Massachusetts
$416K -$150 -3 -0%
4 5
6
7 8