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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHCI
151
W.H. Cornerstone Investments
Massachusetts
$1.12M +$9.52K +184 +0.9%
Comerica Bank
152
Comerica Bank
Texas
$1.12M +$120K +2,315 +12%
KA
153
Kooman & Associates
Pennsylvania
$1.1M +$25.8K +498 +2%
STA
154
Smith Thornton Advisors
Alabama
$1.07M +$11.5K +222 +1%
SSB
155
Sandy Spring Bank
Maryland
$1.06M +$810K +15,654 +326%
AWS
156
Atria Wealth Solutions
New York
$1.04M +$840K +16,208 +414%
TH
157
Team Hewins
California
$1.02M +$87.1K +1,680 +9%
SAM
158
SignalPoint Asset Management
Missouri
$1.01M +$163K +3,150 +19%
ATPW
159
Ashton Thomas Private Wealth
Arizona
$972K +$68.6K +1,322 +8%
RSWA
160
Robinson Smith Wealth Advisors
Maine
$957K +$3.83K +74 +0.4%
AA
161
AlphaMark Advisors
Kentucky
$930K +$156K +3,010 +20%
NG
162
Novem Group
New York
$920K +$920K +17,778 New
SI
163
Saxon Interests
Texas
$919K -$7.6K -147 -0.8%
MFG
164
Midwest Financial Group
Kansas
$919K – – –
BRWA
165
B. Riley Wealth Advisors
Florida
$911K -$368K -7,099 -29%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$910K +$130K +2,521 +17%
PGAM
167
Princeton Global Asset Management
New Jersey
$901K +$73.4K +1,419 +9%
AWM
168
Avaii Wealth Management
Wisconsin
$900K -$20.1K -388 -2%
RT
169
Rockland Trust
Massachusetts
$897K -$468K -9,048 -34%
OP
170
ORG Partners
Indiana
$891K -$15.8K -305 -2%
TCG
171
Transcendent Capital Group
Oklahoma
$887K -$111K -2,155 -11%
BCG
172
Breakwater Capital Group
New Jersey
$863K -$293K -5,673 -25%
OIA
173
OneDigital Investment Advisors
Kansas
$858K -$207 -4 -0%
FFA
174
Fragasso Financial Advisors
Pennsylvania
$852K +$198K +3,832 +30%
KCIC
175
Kuhn & Co Investment Counsel
Illinois
$847K +$51.7K +1,000 +7%
5 6
7
8 9