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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$20M
2
OPS
Orion Portfolio Solutions
Nebraska
$20M
3
Morgan Stanley
Morgan Stanley
New York
$42.5M
4
Stifel Financial
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
Fermata Advisors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$0
4
UBS Group
UBS Group
Switzerland
$22.9M
5
GIM
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
176
Western Wealth Management
Colorado
$236K +$467 +9 +0.2%
IA
177
IFP Advisors
Florida
$230K +$71.4K +1,378 +45%
ASN
178
Advisory Services Network
Georgia
$226K +$33.3K +642 +17%
GWM
179
Geneos Wealth Management
Colorado
$224K +$55.2K +1,064 +33%
JF
180
JSF Financial
California
$207K – – –
AFP
181
Ausdal Financial Partners
Iowa
$206K +$206K +3,965 New
WMA
182
Wealth Management Associates
New Jersey
$200K – – –
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$200K +$200K +3,865 New
EWM
184
Endurance Wealth Management
Rhode Island
$197K – – –
GIA
185
Goodwin Investment Advisory
Georgia
$187K +$187K +3,613 New
HI
186
Harbour Investments
Wisconsin
$149K +$51.8K +1,000 +53%
RTL
187
Red Tortoise LLC
Georgia
$116K +$881 +17 +0.8%
TIM
188
Tortoise Investment Management
New York
$115K +$38.7K +747 +51%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$106K – – –
BC
190
Bartlett & Co
Ohio
$106K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$72.8K – – –
AWM
192
Avior Wealth Management
Nebraska
$67K – – –
Fidelity Investments
193
Fidelity Investments
Massachusetts
$66.8K – – –
BTI
194
Blue Trust Inc
Georgia
$63K +$63K +1,214 New
IGWM
195
ICA Group Wealth Management
Colorado
$62.2K – – –
AWM
196
Avondale Wealth Management
Texas
$51.8K – – –
SPIA
197
Steward Partners Investment Advisory
New York
$51.1K – – –
SWM
198
Spire Wealth Management
Virginia
$41.5K – – –
GWSG
199
GPS Wealth Strategies Group
Colorado
$38.9K – – –
EW
200
Element Wealth
Mississippi
$37.8K +$37.8K +730 New
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