MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$55.9M
2
SSC
Syverson Strege & Co
Iowa
+$19.2M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$18M
4
MMA
Miracle Mile Advisors
California
+$17M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$16.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26M
2
Jane Street
Jane Street
New York
-$24.9M
3
CIA
Compass Ion Advisors
Pennsylvania
-$16.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.85M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$60K -$51.1K -1,000 -46%
SPIA
152
Steward Partners Investment Advisory
New York
$53K – – –
CCM
153
Covington Capital Management
California
$48K – – –
SWM
154
SeaCrest Wealth Management
New York
$32K +$32K +615 New
HI
155
Harbour Investments
Wisconsin
$30K +$30K +574 New
WTC
156
WhitTier Trust Company
Nevada
$26K – – –
SAM
157
Strategic Asset Management
Minnesota
$24K +$101 +2 +0.4%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$23.2K – – –
BC
159
Bartlett & Co
Ohio
$23K – – –
Citigroup
160
Citigroup
New York
$21K – – –
SCA
161
Stonebridge Capital Advisors
Minnesota
$13K – – –
AWM
162
Activest Wealth Management
Florida
$13K +$13K +256 New
HNB
163
Huntington National Bank
Ohio
$10K -$11K – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$10K +$49 +1 +0.5%
RAM
165
Riggs Asset Management
Pennsylvania
$10K +$10K +194 New
Allianz Asset Management
166
Allianz Asset Management
Germany
$8K – – –
JIR
167
James Investment Research
Ohio
$7K – – –
VNIM
168
Vaughan Nelson Investment Management
Texas
$6K -$1.91K -35 -24%
CWM
169
Castle Wealth Management
Florida
$3K +$3K +65 New
PFA
170
Professional Financial Advisors
Nebraska
$2K – – –
BRWM
171
B. Riley Wealth Management
Tennessee
$813 +$232 +4,500 +40%
Jane Street
172
Jane Street
New York
– -$24.9M -469,412 Closed
CIA
173
Compass Ion Advisors
Pennsylvania
– -$16.7M -314,732 Closed
PAG
174
Paladin Advisory Group
Iowa
– -$2.47M -46,662 Closed
Citadel Advisors
175
Citadel Advisors
Florida
– -$2.17M -40,850 Closed
4 5 6
7
8