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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
2
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M
5
RMDI
5
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$56.1M
3
CM
3
Cercano Management
Washington
$23.5M
4
B
4
Bailard
California
$23.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$799K +$55K +1,037 +7%
SFA
152
Sequoia Financial Advisors
Ohio
$793K -$58.8K -1,109 -7%
AA
153
AlphaMark Advisors
Kentucky
$793K +$12.7K +240 +2%
MWP
154
Madison Wealth Partners
Wisconsin
$792K +$13.7K +259 +2%
Mariner
155
Mariner
Kansas
$784K +$501K +9,456 +177%
FFA
156
Farther Finance Advisors
California
$782K -$35.2K -665 -4%
SWP
157
Stratos Wealth Partners
Ohio
$759K +$47.7K +900 +7%
OCM
158
Objective Capital Management
Ohio
$736K +$736K +13,886 New
SA
159
Sanctuary Advisors
Indiana
$694K +$96.8K +1,857 +16%
MSFS
160
Main Street Financial Solutions
Pennsylvania
$693K +$16.8K +317 +2%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$686K -$21.4K -405 -3%
BFC
162
Bedel Financial Consulting
Indiana
$675K – – –
FFA
163
Fragasso Financial Advisors
Pennsylvania
$669K – – –
KWM
164
Kingsview Wealth Management
Oregon
$666K – – –
AIM
165
Anchor Investment Management
South Carolina
$658K – – –
SIAG
166
Signet Investment Advisory Group
Rhode Island
$655K +$131K +2,480 +25%
KC
167
Kingfisher Capital
North Carolina
$648K -$54.1K -1,022 -8%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$644K +$3.66K +69 +0.6%
NDSI
169
Newman Dignan & Sheerar Inc
Rhode Island
$635K +$635K +12,202 New
DWP
170
Destiny Wealth Partners
Florida
$620K +$1.75K +33 +0.3%
CIA
171
Concurrent Investment Advisors
Florida
$609K +$66.4K +1,254 +12%
SWA
172
Stratos Wealth Advisors
Ohio
$601K +$14.1K +267 +2%
CCM
173
Coldstream Capital Management
Washington
$584K -$69.4K -1,310 -11%
APA
174
Astoria Portfolio Advisors
New York
$582K -$42.7K -814 -7%
EWA
175
EP Wealth Advisors
California
$564K – – –
5 6
7
8 9