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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Wells Fargo
4
Wells Fargo
California
$54.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
176
Objective Capital Management
Ohio
$457K +$121K +2,307 +36%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$457K +$457K +8,706 New
FAFN
178
First Affirmative Financial Network
Colorado
$444K -$9.71K -185 -2%
AWS
179
Atria Wealth Solutions
New York
$435K +$20.4K +389 +5%
AAS
180
Ameritas Advisory Services
Nebraska
$428K +$207K +3,958 +94%
MFS
181
McNamara Financial Services
Massachusetts
$424K -$6.24K -119 -1%
WA
182
WBH Advisory
Maryland
$420K +$71.2K +1,357 +20%
FAIM
183
Financial Advocates Investment Management
Washington
$420K +$40.6K +773 +11%
SIAG
184
Signet Investment Advisory Group
Rhode Island
$416K +$19.7K +375 +5%
CPA
185
Clear Point Advisors
New York
$415K -$9.13K -174 -2%
CCFM
186
Clear Creek Financial Management
Washington
$414K +$20K +381 +5%
4WM
187
49 Wealth Management
Texas
$410K -$13.2K -252 -3%
APWM
188
Atlas Private Wealth Management
New York
$408K +$408K +7,780 New
LCM
189
Lunt Capital Management
Utah
$394K – – –
SXL
190
Summit X LLC
Missouri
$394K -$52 -1 -0%
1WM
191
1900 Wealth Management
Texas
$369K – – –
BCWM
192
Bartlett & Co Wealth Management
Ohio
$368K -$196K -3,735 -35%
MWM
193
Mission Wealth Management
California
$364K +$364K +6,933 New
SA
194
Sunesis Advisors
Kansas
$348K – – –
CFA
195
Cahill Financial Advisors
Minnesota
$343K – – –
DC
196
Davenport & Co
Virginia
$341K – – –
VIM
197
Vista Investment Management
Pennsylvania
$336K +$4.99K +95 +2%
DWT
198
Dorsey & Whitney Trust
South Dakota
$330K -$153K -2,920 -32%
AFP
199
Ausdal Financial Partners
Iowa
$329K +$38.6K +736 +13%
FFN
200
Focus Financial Network
Minnesota
$322K +$322K +6,211 New
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8
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