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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
HighTower Advisors
Illinois
$28.4M
5
RMDI
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
LPL Financial
California
$56.1M
3
CM
Cercano Management
Washington
$23.5M
4
B
Bailard
California
$23.2M
5
WWA
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
176
Ballentine Capital Advisors
South Carolina
$520K – – –
HGA
177
Hobbs Group Advisors
South Carolina
$520K +$2.97K +56 +0.6%
SWM
178
SeaCrest Wealth Management
New York
$518K +$19.2K +362 +4%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$518K -$477 -9 -0.1%
NL
180
NWAM LLC
Washington
$515K +$515K +9,725 New
SOS
181
Silver Oak Securities
Tennessee
$507K +$399K +7,528 +369%
EWS
182
Eagle Wealth Strategies
New Jersey
$505K – – –
ASN
183
Advisory Services Network
Georgia
$504K – – –
FWM
184
Fairhaven Wealth Management
Illinois
$503K +$26.5K +500 +6%
First Trust Advisors
185
First Trust Advisors
Illinois
$500K -$151K -2,854 -23%
AAS
186
Ameritas Advisory Services
Nebraska
$473K +$14.7K +278 +3%
LFG
187
Larson Financial Group
Missouri
$468K +$464K +8,749 +9,614%
MMA
188
Miracle Mile Advisors
California
$468K +$530 +10 +0.1%
WA
189
WBH Advisory
Maryland
$465K – – –
VPP
190
Vertex Planning Partners
Illinois
$464K +$54.4K +1,026 +13%
SPC
191
Sigma Planning Corp
Michigan
$460K -$24.9K -470 -5%
VC
192
Vicus Capital
Pennsylvania
$426K +$742 +14 +0.2%
UW
193
Unique Wealth
Florida
$426K +$426K +8,038 New
FAFN
194
First Affirmative Financial Network
Colorado
$411K -$32.7K -618 -7%
CCFM
195
Clear Creek Financial Management
Washington
$402K -$424 -8 -0.1%
CA
196
Crumly & Associates
Illinois
$401K +$401K +7,575 New
LCM
197
Lunt Capital Management
Utah
$398K – – –
RFG
198
REAP Financial Group
Texas
$393K – – –
CPA
199
Clear Point Advisors
New York
$391K +$15.6K +295 +4%
SXL
200
Summit X LLC
Missouri
$390K – – –
6 7
8
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