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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$1.04M +$46.5K +893 +5%
Creative Planning
127
Creative Planning
Kansas
$1.02M +$239K +4,582 +31%
IA
128
Inspire Advisors
Idaho
$1.01M +$8.07K +155 +0.8%
MML Investors Services
129
MML Investors Services
Massachusetts
$992K -$452K -8,679 -31%
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$976K +$4.33K +83 +0.4%
OP
131
ORG Partners
Indiana
$957K +$957K +18,475 New
SI
132
Saxon Interests
Texas
$943K -$104K -2,007 -10%
AWM
133
Avaii Wealth Management
Wisconsin
$929K -$69.9K -1,342 -7%
AF
134
Advisornet Financial
Minnesota
$929K +$7.45K +143 +0.8%
MWA
135
Martel Wealth Advisors
Washington
$928K – – –
MFG
136
Midwest Financial Group
Kansas
$926K +$34.6K +665 +4%
STA
137
Smith Thornton Advisors
Alabama
$919K +$919K +17,661 New
BCG
138
Breakwater Capital Group
New Jersey
$911K +$345K +6,635 +61%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$907K – – –
RSWA
140
Robinson Smith Wealth Advisors
Maine
$895K -$51.6K -991 -5%
SSC
141
Syverson Strege & Co
Iowa
$883K +$167K +3,213 +23%
CAC
142
Certified Advisory Corp
Florida
$872K +$164K +3,150 +23%
OIA
143
OneDigital Investment Advisors
Kansas
$863K +$108K +2,066 +14%
SFA
144
Sequoia Financial Advisors
Ohio
$837K -$12.4K -238 -1%
AIP
145
Ameritas Investment Partners
Nebraska
$831K +$96.7K +1,858 +13%
PFA
146
Petra Financial Advisors
Colorado
$803K – – –
FFA
147
Farther Finance Advisors
California
$799K +$594K +11,468 +290%
GA
148
Greytown Advisors
Florida
$790K +$202K +3,875 +34%
AA
149
AlphaMark Advisors
Kentucky
$767K +$177K +3,400 +30%
MWP
150
Madison Wealth Partners
Wisconsin
$764K +$13.6K +261 +2%
4 5
6
7 8