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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
Continuum Advisory
Idaho
$322K
FLPIM
202
F.L. Putnam Investment Management
Massachusetts
$316K -$400K -7,622 -56%
BDFN
203
Bond & Devick Financial Network
Minnesota
$313K +$75.5K +1,439 +32%
SMH
204
Sanders Morris Harris
Texas
$310K
GI
205
Gradient Investments
Minnesota
$310K +$3.62K +69 +1%
PFA
206
Professional Financial Advisors
Nebraska
$308K +$40.4K +770 +15%
Mariner
207
Mariner
Kansas
$304K -$165K -3,151 -35%
CMS
208
Capital Market Strategies
Florida
$289K
SWM
209
SeaCrest Wealth Management
New York
$281K +$17.2K +327 +7%
MAM
210
Milestone Asset Management
Pennsylvania
$278K
EH
211
Equitable Holdings
New York
$272K
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$270K -$38.4K -731 -12%
MA
213
Mutual Advisors
Nebraska
$262K
IA
214
IFP Advisors
Florida
$262K +$28.3K +539 +12%
SCA
215
Stokes Capital Advisors
South Carolina
$256K
PA
216
PFG Advisors
Arizona
$246K +$246K +4,694 New
BFA
217
Beaumont Financial Advisors
Massachusetts
$246K
KFI
218
Key Financial Inc
Pennsylvania
$241K
PCIA
219
Prime Capital Investment Advisors
Kansas
$241K +$241K +4,595 New
FHC
220
First Heartland Consultants
Missouri
$240K
SS
221
Sunbelt Securities
Texas
$239K -$4.78K -91 -2%
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$235K
CWG
223
Crown Wealth Group
North Carolina
$232K +$232K +4,431 New
PAWA
224
Palo Alto Wealth Advisors
California
$232K +$232K +4,418 New
BFEC
225
Benjamin F. Edwards & Company
Missouri
$214K