MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $555M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
74
Reduced
45
Closed
23
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$551K

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$14M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$63.6M
3
WAAG
Wealth Alliance Advisory Group
Kansas
$7.09M
4
BCI
Brinker Capital Investments
Pennsylvania
$9.32M
5
FA
Fermata Advisors
California
$6.97M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
$2.37M
2
Bank of America
Bank of America
North Carolina
$37.7M
3
SSC
Syverson Strege & Co
Iowa
$389K
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$20K – – –
SAM
152
Strategic Asset Management
Minnesota
$18K -$5.62K -113 -24%
MCC
153
Money Concepts Capital
Florida
$17K +$17K +333 New
HGERS
154
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17K +355 New
SCA
155
Stonebridge Capital Advisors
Minnesota
$13K – – –
FHA
156
First Horizon Advisors
Tennessee
$13K +$13K +262 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$10K -$68.1K -1,356 -87%
HNB
158
Huntington National Bank
Ohio
$10K -$10K – –
RAM
159
Riggs Asset Management
Pennsylvania
$10K – – –
CIAS
160
Capital Investment Advisory Services
North Carolina
$10K +$49 +1 +0.5%
Allianz Asset Management
161
Allianz Asset Management
Germany
$8K +$50 +1 +0.6%
JIR
162
James Investment Research
Ohio
$7K – – –
VNIM
163
Vaughan Nelson Investment Management
Texas
$6K – – –
RCM
164
Robinson Capital Management
Michigan
$6K +$6K +110 New
CWM
165
Castle Wealth Management
Florida
$3K – – –
PFA
166
Professional Financial Advisors
Nebraska
$2K – – –
EWM
167
Executive Wealth Management
Michigan
$1.24K -$23.2K -23,243 -95%
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$509 +$2 +44 +0.4%
WIM
169
Westside Investment Management
California
$85 +$85 +1,700 New
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$72 +$72 +1,400 New
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
– -$10.9M -212,267 Closed
Renaissance Technologies
172
Renaissance Technologies
New York
– -$8.26M -160,403 Closed
AWE
173
Avidian Wealth Enterprises
Texas
– -$6.06M -117,721 Closed
Allspring Global Investments
174
Allspring Global Investments
North Carolina
– -$3.67M -71,226 Closed
PI
175
PFS Investments
Georgia
– -$2.34M -45,473 Closed
4 5 6
7
8