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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
–
Net Calls
+$2.57M
Net Calls Change
+$1.11M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$44.9M
2
GIM
2
Goelzer Investment Management
Indiana
$23.2M
3
SW
3
SteelPeak Wealth
California
$19.2M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$40.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$1.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
LFA
3
Legacy Financial Advisors
Kentucky
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$305K -$104K -2,022 -25%
SFG
152
StrategIQ Financial Group
Indiana
$297K +$297K +5,785 New
BFA
153
Beaumont Financial Advisors
Massachusetts
$294K -$39.8K -775 -12%
SIAG
154
Signet Investment Advisory Group
Rhode Island
$285K +$5.14K +100 +2%
XF
155
XML Financial
Maryland
$284K -$14.5K -283 -5%
MAM
156
Milestone Asset Management
Pennsylvania
$278K +$278K +5,291 New
EH
157
Equitable Holdings
New York
$267K +$267K +5,193 New
HWAM
158
Hennion & Walsh Asset Management
New Jersey
$261K +$1.75K +34 +0.7%
AA
159
AlphaMark Advisors
Kentucky
$257K – – –
MA
160
Mutual Advisors
Nebraska
$257K +$257K +5,000 New
CAG
161
Csenge Advisory Group
Florida
$256K – – –
SIAS
162
Summit Investment Advisory Services
Minnesota
$253K +$253K +4,923 New
BWM
163
BerganKDV Wealth Management
Minnesota
$252K -$80.3K -1,562 -24%
FAIM
164
Financial Advocates Investment Management
Washington
$236K +$13.1K +255 +6%
LA
165
Latitude Advisors
Florida
$229K -$41.2K -802 -15%
ASN
166
Advisory Services Network
Georgia
$219K +$219K +4,269 New
GIA
167
Gladstone Institutional Advisory
Florida
$213K +$213K +4,138 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$209K +$25.3K +491 +14%
US Bancorp
169
US Bancorp
Minnesota
$206K +$13.8K +268 +7%
JF
170
JSF Financial
California
$206K – – –
WWM
171
Western Wealth Management
Colorado
$201K +$201K +3,913 New
MCA
172
Magnolia Capital Advisors
Mississippi
$200K +$200K +3,900 New
EWM
173
Endurance Wealth Management
Rhode Island
$195K – – –
IGWM
174
ICA Group Wealth Management
Colorado
$159K +$159K +3,085 New
RTL
175
Red Tortoise LLC
Georgia
$153K +$153K +2,987 New
5 6
7
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