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

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
B
2
Bailard
California
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37M
4
GIM
4
Goelzer Investment Management
Indiana
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$36.5M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
176
Dorsey & Whitney Trust
South Dakota
$487K +$487K +9,215 New
EWS
177
Eagle Wealth Strategies
New Jersey
$485K +$485K +9,180 New
NL
178
NWAM LLC
Washington
$479K -$18.4K -348 -4%
FWM
179
Fairhaven Wealth Management
Illinois
$475K +$244K +4,630 +106%
Mariner
180
Mariner
Kansas
$472K +$472K +8,944 New
HGA
181
Hobbs Group Advisors
South Carolina
$472K +$472K +8,943 New
SWP
182
Stratos Wealth Partners
Ohio
$466K +$466K +8,832 New
CAC
183
Certified Advisory Corp
Florida
$462K +$118K +2,233 +34%
FAFN
184
First Affirmative Financial Network
Colorado
$456K +$10.2K +193 +2%
MFS
185
McNamara Financial Services
Massachusetts
$433K -$5.44K -103 -1%
4WM
186
49 Wealth Management
Texas
$428K +$428K +8,097 New
CPA
187
Clear Point Advisors
New York
$426K +$426K +8,077 New
AWS
188
Atria Wealth Solutions
New York
$417K +$686 +13 +0.2%
GA
189
Greytown Advisors
Florida
$401K +$401K +7,581 New
SIAG
190
Signet Investment Advisory Group
Rhode Island
$399K +$19K +360 +5%
SAM
191
SignalPoint Asset Management
Missouri
$397K +$75.2K +1,425 +23%
LCM
192
Lunt Capital Management
Utah
$397K -$166K -3,146 -30%
CCFM
193
Clear Creek Financial Management
Washington
$396K -$11.1K -211 -3%
SXL
194
Summit X LLC
Missouri
$396K +$53 +1 +0%
FAIM
195
Financial Advocates Investment Management
Washington
$382K +$6.44K +122 +2%
1WM
196
1900 Wealth Management
Texas
$371K +$32.3K +611 +10%
GLA
197
Good Life Advisors
Pennsylvania
$366K +$366K +6,925 New
WA
198
WBH Advisory
Maryland
$351K +$39.3K +744 +13%
SA
199
Sunesis Advisors
Kansas
$350K -$700K -13,260 -67%
CFA
200
Cahill Financial Advisors
Minnesota
$345K +$345K +6,534 New
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8
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