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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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Overview Fund Activity

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$919K +$919K +17,410 New
MFG
127
Midwest Financial Group
Kansas
$917K +$19.5K +370 +2%
GBWM
128
Granite Bay Wealth Management
New Hampshire
$914K -$1.59M -32,000 -63%
WN
129
Williams & Novak
California
$913K +$913K +17,290 New
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$902K +$279K +5,284 +45%
IA
131
IAM Advisory
Pennsylvania
$883K -$2.27K -43 -0.3%
Creative Planning
132
Creative Planning
Kansas
$865K -$7.29K -138 -0.8%
PFA
133
Petra Financial Advisors
Colorado
$829K – – –
AC
134
Avestar Capital
New York
$781K +$781K +14,757 New
EWMCB
135
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$766K +$324K +6,133 +73%
SSC
136
Syverson Strege & Co
Iowa
$750K +$263K +4,983 +54%
First Trust Advisors
137
First Trust Advisors
Illinois
$737K -$67.6K -1,280 -8%
OIA
138
OneDigital Investment Advisors
Kansas
$734K +$734K +13,904 New
FLPIM
139
F.L. Putnam Investment Management
Massachusetts
$720K -$75.8K -1,435 -10%
AIP
140
Ameritas Investment Partners
Nebraska
$711K +$36.6K +694 +5%
MMA
141
Miracle Mile Advisors
California
$702K +$34.3K +649 +5%
KC
142
Kingfisher Capital
North Carolina
$699K +$34.8K +659 +5%
MWP
143
Madison Wealth Partners
Wisconsin
$684K +$23.8K +450 +4%
Truist Financial
144
Truist Financial
North Carolina
$683K +$686 +13 +0.1%
BFC
145
Bedel Financial Consulting
Indiana
$673K – – –
APA
146
Astoria Portfolio Advisors
New York
$668K +$20.4K +390 +3%
VPP
147
Vertex Planning Partners
Illinois
$667K -$1.78M -33,735 -73%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$665K -$4.17K -79 -0.6%
KWM
149
Kingsview Wealth Management
Oregon
$664K +$664K +12,580 New
SPIA
150
Steward Partners Investment Advisory
New York
$657K +$635K +12,028 +2,878%
4 5
6
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