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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.8M
3
FA
Fermata Advisors
California
$8.67M
4
Morgan Stanley
Morgan Stanley
New York
$48.8M
5
XF
XML Financial
Maryland
$7.04M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$10.4M
2
OPS
Orion Portfolio Solutions
Nebraska
$10.4M
3
GIM
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
MMA
Miracle Mile Advisors
California
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Avior Wealth Management
Nebraska
$64.7K – – –
Fidelity Investments
202
Fidelity Investments
Massachusetts
$64.6K +$150 +3 +0.2%
TIM
203
Tortoise Investment Management
New York
$61K -$50.3K -1,005 -45%
SWM
204
Spire Wealth Management
Virginia
$40.1K – – –
GWSG
205
GPS Wealth Strategies Group
Colorado
$37.6K – – –
EW
206
Element Wealth
Mississippi
$36.6K – – –
SGC
207
Slocum, Gordon & Co
Rhode Island
$35.4K – – –
GM
208
GeoWealth Management
Illinois
$26K +$13K +257 +99%
WTC
209
WhitTier Trust Company
Nevada
$25.1K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$20.9K -$28.4K -568 -58%
KFI
211
Key Financial Inc
Pennsylvania
$20.7K – – –
FAM
212
Flaharty Asset Management
Florida
$18.4K +$18.4K +368 New
CIAS
213
Capital Investment Advisory Services
North Carolina
$10.6K +$100 +2 +1%
RAM
214
Riggs Asset Management
Pennsylvania
$9.71K – – –
CFGS
215
Concourse Financial Group Securities
Alabama
$9.41K – – –
Allianz Asset Management
216
Allianz Asset Management
Germany
$8.66K +$1.6K +32 +23%
Citigroup
217
Citigroup
New York
$5.01K -$15K -300 -75%
MHR
218
Matthew Hamilton Rosenberg
$2K – – –
DFA
219
DHJJ Financial Advisors
Illinois
$101 +$101 +2 New
HNB
220
Huntington National Bank
Ohio
$50 -$52 – –
Renaissance Technologies
221
Renaissance Technologies
New York
– -$4.56M -88,000 Closed
SI
222
Saxon Interests
Texas
– -$2.43M -46,920 Closed
Mariner
223
Mariner
Kansas
– -$1.12M -21,655 Closed
VAS
224
Vestmark Advisory Solutions
Massachusetts
– -$937K -18,075 Closed
TH
225
Team Hewins
California
– -$920K -17,745 Closed
6 7 8
9
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