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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
201
Davenport & Co
Virginia
$344K
SNBOSCI
202
Security National Bank of Sioux City Iowa
Iowa
$340K +$340K +6,440 New
OCM
203
Objective Capital Management
Ohio
$338K +$338K +6,400 New
VIM
204
Vista Investment Management
Pennsylvania
$333K -$104K -1,967 -24%
CA
205
Continuum Advisory
Idaho
$325K -$149K -2,826 -31%
SMH
206
Sanders Morris Harris
Texas
$312K +$312K +5,913 New
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$311K +$21.6K +409 +7%
GI
208
Gradient Investments
Minnesota
$308K -$3.49K -66 -1%
AFP
209
Ausdal Financial Partners
Iowa
$292K +$56.1K +1,062 +24%
CMS
210
Capital Market Strategies
Florida
$290K
GSEP
211
Golden State Equity Partners
California
$280K -$144K -2,719 -34%
FIA
212
Foundations Investment Advisors
Arizona
$279K
MAM
213
Milestone Asset Management
Pennsylvania
$279K
EH
214
Equitable Holdings
New York
$274K
PFA
215
Professional Financial Advisors
Nebraska
$269K -$898 -17 -0.3%
SWM
216
SeaCrest Wealth Management
New York
$265K +$265K +5,028 New
MA
217
Mutual Advisors
Nebraska
$264K
SCA
218
Stokes Capital Advisors
South Carolina
$258K -$205K -3,875 -44%
OP
219
ORG Partners
Indiana
$254K +$5.07K +96 +2%
HWAM
220
Hennion & Walsh Asset Management
New Jersey
$250K
BFA
221
Beaumont Financial Advisors
Massachusetts
$247K -$41.2K -780 -14%
SS
222
Sunbelt Securities
Texas
$245K -$3.7K -70 -1%
KFI
223
Key Financial Inc
Pennsylvania
$243K +$221K +4,187 +1,014%
FHC
224
First Heartland Consultants
Missouri
$242K
GWM
225
Geneos Wealth Management
Colorado
$240K +$14.1K +267 +6%