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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
Wells Fargo
5
Wells Fargo
California
$59.7M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
176
Ballentine Capital Advisors
South Carolina
$511K +$511K +9,815 New
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$509K – – –
HGA
178
Hobbs Group Advisors
South Carolina
$508K +$508K +9,757 New
ASN
179
Advisory Services Network
Georgia
$504K -$26.9K -516 -5%
EWS
180
Eagle Wealth Strategies
New Jersey
$497K – – –
SWM
181
SeaCrest Wealth Management
New York
$490K +$212K +4,065 +76%
SPC
182
Sigma Planning Corp
Michigan
$476K +$476K +9,150 New
FWM
183
Fairhaven Wealth Management
Illinois
$469K – – –
MMA
184
Miracle Mile Advisors
California
$459K +$781 +15 +0.2%
GI
185
GAMMA Investing
California
$457K -$373K -7,174 -45%
WA
186
WBH Advisory
Maryland
$457K +$39.8K +764 +10%
AAS
187
Ameritas Advisory Services
Nebraska
$450K +$24.5K +471 +6%
FAFN
188
First Affirmative Financial Network
Colorado
$436K -$4.32K -83 -1%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$425K +$425K +8,160 New
AWS
190
Atria Wealth Solutions
New York
$423K -$8.38K -161 -2%
VC
191
Vicus Capital
Pennsylvania
$418K -$124K -2,373 -23%
LFAS
192
Level Four Advisory Services
Texas
$411K -$116K -2,222 -22%
VPP
193
Vertex Planning Partners
Illinois
$403K -$244K -4,692 -38%
FAIM
194
Financial Advocates Investment Management
Washington
$399K -$17.2K -331 -4%
CCFM
195
Clear Creek Financial Management
Washington
$396K -$14.9K -287 -4%
LCM
196
Lunt Capital Management
Utah
$391K – – –
SXL
197
Summit X LLC
Missouri
$390K +$52 +1 +0%
CWG
198
Crown Wealth Group
North Carolina
$388K +$157K +3,023 +68%
RFG
199
REAP Financial Group
Texas
$386K +$386K +7,413 New
KPWS
200
Kestra Private Wealth Services
Texas
$372K +$372K +7,146 New
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