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

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.14B
2
DWM
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
LPL Financial
California
$67.4M

Top Sellers

1
TCM
Towneley Capital Management
California
$465K
2
CM
Cercano Management
Washington
$2.97M
3
HighTower Advisors
HighTower Advisors
Illinois
$13.4M
4
B
Bailard
California
$12.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
176
Syverson Strege & Co
Iowa
$831K +$3.98K +77 +0.5%
MWP
177
Madison Wealth Partners
Wisconsin
$817K +$44.5K +860 +6%
PFA
178
Petra Financial Advisors
Colorado
$798K – – –
Creative Planning
179
Creative Planning
Kansas
$790K -$74.9K -1,448 -9%
FFP
180
Freedom Financial Partners
Minnesota
$784K +$784K +15,152 New
SFA
181
Sequoia Financial Advisors
Ohio
$775K – – –
WN
182
Williams & Novak
California
$771K -$580K -11,215 -43%
KWM
183
Kingsview Wealth Management
Oregon
$749K +$98.3K +1,900 +15%
OWM
184
Olympus Wealth Management
Utah
$734K +$481K +9,297 +190%
MCFP
185
Mallini Complete Financial Planning
Florida
$729K +$729K +14,100 New
SWM
186
SeaCrest Wealth Management
New York
$727K +$221K +4,271 +44%
BWMG
187
Barnes Wealth Management Group
California
$725K +$725K +14,008 New
SIAG
188
Signet Investment Advisory Group
Rhode Island
$712K +$72.4K +1,400 +11%
APA
189
Astoria Portfolio Advisors
New York
$689K +$119K +2,318 +21%
MSFS
190
Main Street Financial Solutions
Pennsylvania
$685K +$8.23K +159 +1%
SA
191
Sanctuary Advisors
Indiana
$669K -$22.2K -428 -3%
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$667K +$667K +12,900 New
BFC
193
Bedel Financial Consulting
Indiana
$665K – – –
PAWA
194
Palo Alto Wealth Advisors
California
$643K +$400K +7,712 +164%
AIM
195
Anchor Investment Management
South Carolina
$643K – – –
First Trust Advisors
196
First Trust Advisors
Illinois
$627K +$139K +2,688 +28%
FFA
197
Farther Finance Advisors
California
$627K -$137K -2,640 -18%
AC
198
Apella Capital
Connecticut
$616K +$616K +11,912 New
DWP
199
Destiny Wealth Partners
Florida
$613K +$7.5K +145 +1%
YIA
200
YHB Investment Advisors
Connecticut
$609K +$609K +11,779 New
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8
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