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

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$656K -$21.1K -400 -3%
HWMG
152
Hurlow Wealth Management Group
Indiana
$653K +$653K +12,365 New
CCM
153
Coldstream Capital Management
Washington
$651K -$19.3K -365 -3%
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$636K +$636K +12,044 New
RJT
155
Raymond James Trust
Florida
$612K – – –
ASN
156
Advisory Services Network
Georgia
$611K +$166K +3,142 +37%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$599K +$21.8K +413 +4%
EFS
158
Econ Financial Services
Pennsylvania
$596K – – –
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$580K +$30.4K +576 +6%
CW
160
CreativeOne Wealth
Kansas
$572K +$102K +1,931 +22%
SWA
161
Stratos Wealth Advisors
Ohio
$569K +$569K +10,770 New
BCWM
162
Bartlett & Co Wealth Management
Ohio
$568K +$460K +8,690 +424%
BC
163
Bartlett & Co
Ohio
$568K +$460K +8,690 +424%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$566K -$229K -4,328 -29%
CB
165
Centennial Bank
Arkansas
$562K – – –
EWA
166
EP Wealth Advisors
California
$562K +$251K +4,755 +81%
BCG
167
Breakwater Capital Group
New Jersey
$552K -$25.7K -492 -4%
AA
168
AlphaMark Advisors
Kentucky
$551K -$4.49K -85 -0.8%
VC
169
Vicus Capital
Pennsylvania
$549K +$2.01K +38 +0.4%
BOPW
170
Brandywine Oak Private Wealth
Pennsylvania
$547K +$547K +10,352 New
LFAS
171
Level Four Advisory Services
Texas
$534K +$253K +4,783 +90%
AWE
172
Avidian Wealth Enterprises
Texas
$524K +$524K +9,930 New
FFA
173
Fragasso Financial Advisors
Pennsylvania
$517K – – –
SOS
174
Silver Oak Securities
Tennessee
$511K +$397K +7,513 +346%
GI
175
GAMMA Investing
California
$500K +$500K +9,484 New
5 6
7
8 9