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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

160 hedge funds and large institutions have $477M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
65
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27M
3
APP
3
Avantax Planning Partners
Iowa
$15M
4
LFA
4
Legacy Financial Advisors
Kentucky
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.95M

Top Sellers

1
SW
1
Signify Wealth
Missouri
$1.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
SC
3
Steph & Co
Wisconsin
$3.23M
4
LCM
4
Leisure Capital Management
California
$0
5
OCM
5
Orser Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Stonebridge Capital Advisors
Minnesota
$14K – – –
PCG
152
Private Capital Group
Connecticut
$14K – – –
HNB
153
Huntington National Bank
Ohio
$11K -$11K – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$11K – – –
CIAS
155
Capital Investment Advisory Services
North Carolina
$11K +$54 +1 +0.5%
VNIM
156
Vaughan Nelson Investment Management
Texas
$8K -$2.48K -45 -24%
Allianz Asset Management
157
Allianz Asset Management
Germany
$8K +$8K +160 New
JIR
158
James Investment Research
Ohio
$7K – – –
PFA
159
Professional Financial Advisors
Nebraska
$2K – – –
CA
160
Clearstead Advisors
Ohio
$2K – – –
NDSI
161
Newman Dignan & Sheerar Inc
Rhode Island
$839 +$3 +56 +0.4%
LCM
162
Leisure Capital Management
California
– -$1.39M -24,738 Closed
OCM
163
Orser Capital Management
Texas
– -$1.03M -18,290 Closed
IWP
164
Innova Wealth Partners
Pennsylvania
– -$851K -15,139 Closed
OWA
165
Opal Wealth Advisors
New York
– -$421K -7,487 Closed
SL
166
SWMG LLC
Texas
– -$411K -7,312 Closed
RPSA
167
Richard P. Slaughter Associates
Texas
– -$308K -5,489 Closed
CA
168
Cetera Advisors
Colorado
– -$279K -4,957 Closed
SEIA
169
Signature Estate & Investment Advisors
California
– -$236K -4,192 Closed
SWP
170
Stratos Wealth Partners
Ohio
– -$211K -3,747 Closed
KLI
171
Kelman-Lazarov Inc
Tennessee
– -$208K -3,700 Closed
FFA
172
Fragasso Financial Advisors
Pennsylvania
– -$202K -3,590 Closed
TSS
173
Two Sigma Securities
New York
– -$200K -3,562 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
– -$144K -2,553 Closed
SFM
175
Signet Financial Management
New Jersey
– -$104K -1,859 Closed
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