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

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$10.4M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
151
Vista Investment Management
Pennsylvania
$414K -$36.9K -737 -8%
IA
152
IFP Advisors
Florida
$404K +$181K +3,617 +81%
GSEP
153
Golden State Equity Partners
California
$402K +$402K +8,022 New
AWS
154
Atria Wealth Solutions
New York
$395K +$601 +12 +0.2%
CCFM
155
Clear Creek Financial Management
Washington
$386K -$47.1K -940 -11%
AAS
156
Ameritas Advisory Services
Nebraska
$377K +$377K +7,527 New
SXL
157
Summit X LLC
Missouri
$376K -$4.86K -97 -1%
HH
158
Hilltop Holdings
Texas
$366K +$47.9K +956 +15%
SIAG
159
Signet Investment Advisory Group
Rhode Island
$360K +$60.1K +1,200 +20%
FAIM
160
Financial Advocates Investment Management
Washington
$356K -$4.91K -98 -1%
OMC
161
Old Mission Capital
Illinois
$330K +$330K +6,585 New
CAC
162
Certified Advisory Corp
Florida
$326K +$67.5K +1,348 +26%
DC
163
Davenport & Co
Virginia
$326K – – –
1WM
164
1900 Wealth Management
Texas
$321K +$321K +6,420 New
SAM
165
SignalPoint Asset Management
Missouri
$305K – – –
CRWM
166
Castle Rock Wealth Management
California
$303K +$347 +7 +0.1%
WA
167
WBH Advisory
Maryland
$296K +$296K +5,906 New
GI
168
Gradient Investments
Minnesota
$296K -$10.6K -212 -3%
EWA
169
EP Wealth Advisors
California
$295K +$295K +5,885 New
FTUS
170
Flow Traders U.S.
New York
$275K -$1.18M -23,480 -81%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$274K -$182K -3,628 -40%
BFA
172
Beaumont Financial Advisors
Massachusetts
$274K – – –
CMS
173
Capital Market Strategies
Florida
$273K -$24.9K -501 -8%
WWM
174
Western Wealth Management
Colorado
$267K +$39.7K +792 +17%
LFAS
175
Level Four Advisory Services
Texas
$267K +$267K +5,327 New
5 6
7
8 9