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

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPP
126
Kings Path Partners
Texas
$1.51M -$37.8K -730 -2%
VA
127
Valmark Advisers
Ohio
$1.51M +$10.3K +200 +0.7%
JCM
128
Janney Capital Management
Pennsylvania
$1.51M -$58.5K -1,130 -4%
FF
129
Fortitude Financial
Washington
$1.5M +$1.5M +29,056 New
ACP
130
Aviance Capital Partners
Florida
$1.49M -$70.3K -1,359 -5%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.49M +$203K +3,919 +16%
HSWS
132
Higgins & Schmidt Wealth Strategies
Colorado
$1.48M +$418K +8,082 +39%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$972K +18,784 +192%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$1.4M +$731K +14,131 +109%
BMWS
135
Brady Martz Wealth Solutions
North Dakota
$1.37M +$1.37M +26,723 New
LCWP
136
Legacy Capital Wealth Partners
Arkansas
$1.36M – – –
BOPW
137
Brandywine Oak Private Wealth
Pennsylvania
$1.3M – – –
CFG
138
Certior Financial Group
Pennsylvania
$1.3M +$1.3M +25,079 New
IA
139
Inspire Advisors
Idaho
$1.29M +$10.1K +196 +0.8%
PAG
140
Private Advisor Group
New Jersey
$1.28M +$40.9K +791 +3%
CCA
141
Cora Capital Advisors
New Jersey
$1.28M +$1.28M +24,702 New
BPAMU
142
BTG Pactual Asset Management US
New York
$1.28M +$493K +9,553 +63%
CAC
143
Certified Advisory Corp
Florida
$1.21M +$13.6K +263 +1%
GI
144
GAMMA Investing
California
$1.21M +$99.4K +1,922 +9%
AFP
145
Alpha Financial Partners
Kentucky
$1.2M +$1.2M +23,241 New
SWP
146
Stratos Wealth Partners
Ohio
$1.17M +$424K +8,193 +57%
SPIA
147
Steward Partners Investment Advisory
New York
$1.16M -$1.03M -19,953 -47%
AIP
148
Ameritas Investment Partners
Nebraska
$1.14M +$104K +2,010 +10%
IWM
149
IHT Wealth Management
Illinois
$1.14M -$970K -18,755 -46%
DAS
150
Dynamic Advisor Solutions
Arizona
$1.13M -$6.88K -133 -0.6%
4 5
6
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