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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
151
Raymond James Trust
Florida
$742K – – –
Natixis Advisors
152
Natixis Advisors
Massachusetts
$731K +$53.8K +1,034 +8%
KCIC
153
Kuhn & Co Investment Counsel
Illinois
$715K +$715K +13,743 New
SWP
154
Stratos Wealth Partners
Ohio
$699K +$573 +11 +0.1%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$696K +$129K +2,480 +23%
KC
156
Kingfisher Capital
North Carolina
$690K +$9.58K +184 +1%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$665K +$665K +12,766 New
BFC
158
Bedel Financial Consulting
Indiana
$664K – – –
Truist Financial
159
Truist Financial
North Carolina
$663K -$4.69K -90 -0.7%
FFA
160
Fragasso Financial Advisors
Pennsylvania
$658K – – –
KWM
161
Kingsview Wealth Management
Oregon
$655K -$39.7K -763 -6%
AIM
162
Anchor Investment Management
South Carolina
$647K – – –
CCM
163
Coldstream Capital Management
Washington
$642K – – –
First Trust Advisors
164
First Trust Advisors
Illinois
$640K -$6.66K -128 -1%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$629K +$1.93K +37 +0.3%
APA
166
Astoria Portfolio Advisors
New York
$620K -$7.71K -148 -1%
DWP
167
Destiny Wealth Partners
Florida
$607K -$21K -404 -3%
SA
168
Sanctuary Advisors
Indiana
$593K +$593K +11,452 New
SWA
169
Stratos Wealth Advisors
Ohio
$577K +$15.1K +290 +3%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$576K +$123K +2,366 +27%
EWA
171
EP Wealth Advisors
California
$554K – – –
CB
172
Centennial Bank
Arkansas
$543K – – –
CIA
173
Concurrent Investment Advisors
Florida
$534K +$4.48K +86 +0.8%
SAM
174
SignalPoint Asset Management
Missouri
$531K +$67.7K +1,300 +15%
SIAG
175
Signet Investment Advisory Group
Rhode Island
$515K +$102K +1,965 +25%
5 6
7
8 9