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

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$46.8M
2
LPL Financial
LPL Financial
California
$50.7M
3
MW
MBL Wealth
North Carolina
$13M
4
Jane Street
Jane Street
New York
$3.04M
5
CAN
Cetera Advisor Networks
California
$4.18M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$6.61M
2
SW
SteelPeak Wealth
California
$205K
3
GIM
Goelzer Investment Management
Indiana
$8.79M
4
SEIA
Signature Estate & Investment Advisors
California
$243K
5
UBS Group
UBS Group
Switzerland
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$223K +$10.7K +205 +5%
FLPIM
177
F.L. Putnam Investment Management
Massachusetts
$219K +$219K +4,186 New
CAC
178
Certified Advisory Corp
Florida
$209K +$209K +4,006 New
JF
179
JSF Financial
California
$209K – – –
SW
180
SteelPeak Wealth
California
$205K -$19.3M -368,930 -99%
MCA
181
Magnolia Capital Advisors
Mississippi
$204K – – –
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$202K +$202K +3,866 New
WMA
183
Wealth Management Associates
New Jersey
$202K +$202K +3,865 New
EWM
184
Endurance Wealth Management
Rhode Island
$199K – – –
ASN
185
Advisory Services Network
Georgia
$194K -$29.3K -560 -13%
GWM
186
Geneos Wealth Management
Colorado
$170K +$32.4K +619 +23%
IA
187
IFP Advisors
Florida
$162K -$510K -9,667 -76%
RTL
188
Red Tortoise LLC
Georgia
$116K -$40.3K -772 -26%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$107K – – –
BC
190
Bartlett & Co
Ohio
$107K – – –
HI
191
Harbour Investments
Wisconsin
$97.9K +$67.8K +1,298 +226%
TIM
192
Tortoise Investment Management
New York
$77.1K -$4.7K -90 -6%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$73.2K – – –
AWM
194
Avior Wealth Management
Nebraska
$67.6K +$67.6K +1,293 New
Fidelity Investments
195
Fidelity Investments
Massachusetts
$67.3K -$1.36K -26 -2%
IGWM
196
ICA Group Wealth Management
Colorado
$62.7K -$98.5K -1,885 -61%
AWM
197
Avondale Wealth Management
Texas
$52.3K – – –
SPIA
198
Steward Partners Investment Advisory
New York
$51.5K -$947K -18,124 -95%
SWM
199
Spire Wealth Management
Virginia
$41.8K – – –
US Bancorp
200
US Bancorp
Minnesota
$41.3K -$168K -3,221 -80%
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