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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
2
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M
5
RMDI
5
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$56.1M
3
CM
3
Cercano Management
Washington
$23.5M
4
B
4
Bailard
California
$23.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
126
Kooman & Associates
Pennsylvania
$1.1M +$21.5K +405 +2%
HSWS
127
Higgins & Schmidt Wealth Strategies
Colorado
$1.09M +$1.09M +20,551 New
STA
128
Smith Thornton Advisors
Alabama
$1.08M +$143K +2,707 +15%
MML Investors Services
129
MML Investors Services
Massachusetts
$1.07M +$58.9K +1,111 +6%
AIP
130
Ameritas Investment Partners
Nebraska
$1.06M +$214K +4,047 +25%
CWG
131
Crown Wealth Group
North Carolina
$1.03M +$635K +11,987 +161%
TCG
132
Transcendent Capital Group
Oklahoma
$1.02M -$279K -5,274 -21%
Comerica Bank
133
Comerica Bank
Texas
$1.02M -$34.9K -659 -3%
RSWA
134
Robinson Smith Wealth Advisors
Maine
$976K +$65.6K +1,239 +7%
TH
135
Team Hewins
California
$957K -$1.15M -21,784 -55%
AF
136
Advisornet Financial
Minnesota
$952K +$7.42K +140 +0.8%
SI
137
Saxon Interests
Texas
$949K -$11.1K -210 -1%
AWM
138
Avaii Wealth Management
Wisconsin
$943K -$3.18K -60 -0.3%
MFG
139
Midwest Financial Group
Kansas
$941K -$1.38K -26 -0.1%
MWA
140
Martel Wealth Advisors
Washington
$939K – – –
OP
141
ORG Partners
Indiana
$928K -$50.6K -955 -5%
ATPW
142
Ashton Thomas Private Wealth
Arizona
$923K – – –
Creative Planning
143
Creative Planning
Kansas
$886K -$147K -2,780 -14%
OIA
144
OneDigital Investment Advisors
Kansas
$879K +$795 +15 +0.1%
SAM
145
SignalPoint Asset Management
Missouri
$871K +$331K +6,245 +61%
PGAM
146
Princeton Global Asset Management
New Jersey
$848K +$848K +16,002 New
SSC
147
Syverson Strege & Co
Iowa
$847K -$51.7K -975 -6%
PFA
148
Petra Financial Advisors
Colorado
$817K – – –
KCIC
149
Kuhn & Co Investment Counsel
Illinois
$815K +$86.9K +1,640 +12%
BPAMU
150
BTG Pactual Asset Management US
New York
$804K +$804K +15,180 New
4 5
6
7 8