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

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$46.8M
2
LPL Financial
LPL Financial
California
$50.7M
3
MW
MBL Wealth
North Carolina
$13M
4
Jane Street
Jane Street
New York
$3.04M
5
CAN
Cetera Advisor Networks
California
$4.18M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$6.61M
2
SW
SteelPeak Wealth
California
$205K
3
GIM
Goelzer Investment Management
Indiana
$8.79M
4
SEIA
Signature Estate & Investment Advisors
California
$243K
5
UBS Group
UBS Group
Switzerland
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
201
GPS Wealth Strategies Group
Colorado
$39.2K +$39.2K +750 New
SGC
202
Slocum, Gordon & Co
Rhode Island
$37K – – –
WTC
203
WhitTier Trust Company
Nevada
$26.2K – – –
KFI
204
Key Financial Inc
Pennsylvania
$21.6K +$21.6K +413 New
Citigroup
205
Citigroup
New York
$20.9K – – –
HGERS
206
Householder Group Estate & Retirement Specialist
Arizona
$19K +$19K +355 New
CWA
207
Clearview Wealth Advisors
Oregon
$16.7K -$8.36K -160 -33%
FHA
208
First Horizon Advisors
Tennessee
$13.7K – – –
CIAS
209
Capital Investment Advisory Services
North Carolina
$10.9K +$104 +2 +1%
HNB
210
Huntington National Bank
Ohio
$10.5K -$10.3K – –
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$10.4K – – –
RAM
212
Riggs Asset Management
Pennsylvania
$10.1K – – –
CFGS
213
Concourse Financial Group Securities
Alabama
$9.82K +$9.82K +188 New
SCA
214
Stonebridge Capital Advisors
Minnesota
$8.36K – – –
Allianz Asset Management
215
Allianz Asset Management
Germany
$7.32K -$261 -5 -3%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$6.06K +$1.29K +24,609 +27%
MHR
217
Matthew Hamilton Rosenberg
$2.06K – – –
VNIM
218
Vaughan Nelson Investment Management
Texas
$2K -$2.29K -40 -53%
HCM
219
Hudson Capital Management
New Jersey
– -$3.99M -77,738 Closed
NRC
220
New Republic Capital
North Carolina
– -$3.42M -66,591 Closed
SG
221
StoneX Group
New York
– -$3.16M -61,307 Closed
RPGK
222
Retirement Planning Group (Kansas)
Kansas
– -$2.01M -39,056 Closed
OMC
223
Old Mission Capital
Illinois
– -$1.81M -35,150 Closed
AWE
224
Avidian Wealth Enterprises
Texas
– -$1.64M -31,859 Closed
PCMC
225
Paragon Capital Management (Colorado)
Colorado
– -$935K -18,203 Closed
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