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

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$46.8M
2
LPL Financial
LPL Financial
California
$50.7M
3
MW
MBL Wealth
North Carolina
$13M
4
Jane Street
Jane Street
New York
$3.04M
5
CAN
Cetera Advisor Networks
California
$4.18M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$6.61M
2
SW
SteelPeak Wealth
California
$205K
3
GIM
Goelzer Investment Management
Indiana
$8.79M
4
SEIA
Signature Estate & Investment Advisors
California
$243K
5
UBS Group
UBS Group
Switzerland
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
151
Vista Investment Management
Pennsylvania
$351K +$351K +6,717 New
DC
152
Davenport & Co
Virginia
$340K – – –
BWM
153
BerganKDV Wealth Management
Minnesota
$330K +$74.1K +1,418 +29%
SAM
154
SignalPoint Asset Management
Missouri
$319K – – –
CRWM
155
Castle Rock Wealth Management
California
$319K +$417 +8 +0.1%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$314K -$10.5K -200 -3%
HSA
157
HBK Sorce Advisory
Pennsylvania
$314K -$351K -6,710 -53%
SFG
158
StrategIQ Financial Group
Indiana
$313K +$10.5K +200 +3%
SIAG
159
Signet Investment Advisory Group
Rhode Island
$301K +$11.8K +225 +4%
LNC
160
Lincoln National Corp
Pennsylvania
$294K -$17.7K -338 -6%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$291K +$291K +5,576 New
XF
162
XML Financial
Maryland
$289K +$732 +14 +0.3%
BFA
163
Beaumont Financial Advisors
Massachusetts
$286K -$13.1K -250 -4%
KAS
164
Kestra Advisory Services
Texas
$278K -$32.4K -620 -10%
MAM
165
Milestone Asset Management
Pennsylvania
$277K – – –
FTUS
166
Flow Traders U.S.
New York
$272K -$3.07M -58,587 -92%
EH
167
Equitable Holdings
New York
$271K – – –
MA
168
Mutual Advisors
Nebraska
$261K – – –
AA
169
AlphaMark Advisors
Kentucky
$261K – – –
SIAS
170
Summit Investment Advisory Services
Minnesota
$257K – – –
SS
171
Sunbelt Securities
Texas
$256K -$168K -3,214 -40%
CAM
172
Cozad Asset Management
Illinois
$253K +$253K +4,845 New
HWAM
173
Hennion & Walsh Asset Management
New Jersey
$248K -$17.7K -339 -7%
SEIA
174
Signature Estate & Investment Advisors
California
$243K -$9.83M -188,021 -98%
WWM
175
Western Wealth Management
Colorado
$237K +$32.8K +628 +16%
5 6
7
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