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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$20M
2
OPS
Orion Portfolio Solutions
Nebraska
$20M
3
Morgan Stanley
Morgan Stanley
New York
$42.5M
4
Stifel Financial
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
Fermata Advisors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$0
4
UBS Group
UBS Group
Switzerland
$22.9M
5
GIM
Goelzer Investment Management
Indiana
$5.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGC
201
Slocum, Gordon & Co
Rhode Island
$36.7K – – –
WTC
202
WhitTier Trust Company
Nevada
$26K – – –
KFI
203
Key Financial Inc
Pennsylvania
$21.4K – – –
Citigroup
204
Citigroup
New York
$20.7K – – –
CWA
205
Clearview Wealth Advisors
Oregon
$16.6K – – –
FHA
206
First Horizon Advisors
Tennessee
$13.6K – – –
GM
207
GeoWealth Management
Illinois
$13K +$13K +259 New
CIAS
208
Capital Investment Advisory Services
North Carolina
$10.9K +$52 +1 +0.5%
RAM
209
Riggs Asset Management
Pennsylvania
$10.1K – – –
CFGS
210
Concourse Financial Group Securities
Alabama
$9.75K – – –
SCA
211
Stonebridge Capital Advisors
Minnesota
$8.29K – – –
Allianz Asset Management
212
Allianz Asset Management
Germany
$7.31K +$52 +1 +0.7%
MHR
213
Matthew Hamilton Rosenberg
$2.06K +$51 +1 +3%
VNIM
214
Vaughan Nelson Investment Management
Texas
$1K -$1.33K -20 -57%
TRCT
215
Tower Research Capital (TRC)
New York
$311 +$311 +6 New
HNB
216
Huntington National Bank
Ohio
$52 -$10.5K – –
FA
217
Fermata Advisors
California
– -$9.04M -173,008 Closed
Baird Financial Group
218
Baird Financial Group
Wisconsin
– -$6.34M -121,330 Closed
LCWP
219
Legacy Capital Wealth Partners
Arkansas
– -$1.18M -22,600 Closed
SWRP
220
Summit Wealth & Retirement Planning
California
– -$772K -14,774 Closed
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
– -$537K -10,276 Closed
CAG
222
Csenge Advisory Group
Florida
– -$451K -8,621 Closed
FPAS
223
Focus Partners Advisor Solutions
Missouri
– -$434K -8,304 Closed
BAM
224
Belpointe Asset Management
Nevada
– -$431K -8,247 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
– -$380K -7,267 Closed
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