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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
4
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$652K – – –
First Trust Advisors
152
First Trust Advisors
Illinois
$651K -$80.9K -1,542 -11%
CCM
153
Coldstream Capital Management
Washington
$647K – – –
DWP
154
Destiny Wealth Partners
Florida
$633K +$633K +12,073 New
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$632K – – –
APA
156
Astoria Portfolio Advisors
New York
$626K -$36.4K -701 -5%
AA
157
AlphaMark Advisors
Kentucky
$594K +$47.2K +900 +9%
GA
158
Greytown Advisors
Florida
$593K +$195K +3,724 +49%
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$580K +$3.83K +73 +0.7%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$572K +$29.1K +555 +5%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$571K -$24K -457 -4%
BCG
162
Breakwater Capital Group
New Jersey
$570K +$16.8K +320 +3%
SWA
163
Stratos Wealth Advisors
Ohio
$566K +$682 +13 +0.1%
EWA
164
EP Wealth Advisors
California
$558K – – –
CB
165
Centennial Bank
Arkansas
$547K -$11K -209 -2%
VC
166
Vicus Capital
Pennsylvania
$546K +$630 +12 +0.1%
ASN
167
Advisory Services Network
Georgia
$535K -$72.8K -1,387 -12%
LFAS
168
Level Four Advisory Services
Texas
$534K – – –
CIA
169
Concurrent Investment Advisors
Florida
$533K +$533K +10,162 New
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$513K -$383K -7,298 -43%
EWS
171
Eagle Wealth Strategies
New Jersey
$498K +$18.7K +359 +4%
NL
172
NWAM LLC
Washington
$494K +$20.7K +397 +4%
FWM
173
Fairhaven Wealth Management
Illinois
$472K – – –
SAM
174
SignalPoint Asset Management
Missouri
$467K +$72.4K +1,380 +18%
MMA
175
Miracle Mile Advisors
California
$462K -$236K -4,501 -34%
5 6
7
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