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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.8M
3
FA
Fermata Advisors
California
$8.67M
4
Morgan Stanley
Morgan Stanley
New York
$48.8M
5
XF
XML Financial
Maryland
$7.04M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$10.4M
2
OPS
Orion Portfolio Solutions
Nebraska
$10.4M
3
GIM
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
MMA
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
176
Foundations Investment Advisors
Arizona
$265K +$265K +5,291 New
MAM
177
Milestone Asset Management
Pennsylvania
$263K – – –
EH
178
Equitable Holdings
New York
$260K – – –
PFA
179
Professional Financial Advisors
Nebraska
$256K +$256K +5,118 New
MA
180
Mutual Advisors
Nebraska
$250K – – –
CAM
181
Cozad Asset Management
Illinois
$243K – – –
HWAM
182
Hennion & Walsh Asset Management
New Jersey
$237K – – –
SS
183
Sunbelt Securities
Texas
$236K +$2.15K +43 +0.9%
OP
184
ORG Partners
Indiana
$236K -$1.03M -20,599 -81%
FHC
185
First Heartland Consultants
Missouri
$229K +$229K +4,583 New
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$225K +$31.1K +621 +16%
LNC
187
Lincoln National Corp
Pennsylvania
$225K -$10.6K -212 -5%
AFP
188
Ausdal Financial Partners
Iowa
$224K +$25.1K +502 +13%
FWM
189
Fairhaven Wealth Management
Illinois
$219K +$219K +4,370 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
$214K -$46.8K -935 -18%
GWM
191
Geneos Wealth Management
Colorado
$214K -$2.3K -46 -1%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$211K -$163K -3,260 -44%
GIA
193
Gladstone Institutional Advisory
Florida
$206K +$206K +4,122 New
JF
194
JSF Financial
California
$200K – – –
HI
195
Harbour Investments
Wisconsin
$165K +$21.6K +431 +15%
RTL
196
Red Tortoise LLC
Georgia
$113K +$901 +18 +0.8%
SOS
197
Silver Oak Securities
Tennessee
$109K -$410K -8,187 -79%
BC
198
Bartlett & Co
Ohio
$103K – – –
BCWM
199
Bartlett & Co Wealth Management
Ohio
$103K – – –
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$71.4K – – –
6 7
8
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