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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
HighTower Advisors
Illinois
$28.4M
5
RMDI
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
LPL Financial
California
$56.1M
3
CM
Cercano Management
Washington
$23.5M
4
B
Bailard
California
$23.2M
5
WWA
WCG Wealth Advisors
Nevada
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
201
Level Four Advisory Services
Texas
$384K -$26.6K -511 -6%
1WM
202
1900 Wealth Management
Texas
$373K – – –
MFS
203
McNamara Financial Services
Massachusetts
$371K +$6.15K +116 +2%
4WM
204
49 Wealth Management
Texas
$370K -$8.69K -164 -2%
CB
205
Centennial Bank
Arkansas
$365K -$187K -3,535 -34%
SS
206
Sunbelt Securities
Texas
$364K +$46.8K +884 +15%
FAIM
207
Financial Advocates Investment Management
Washington
$359K -$47K -888 -12%
GWM
208
Geneos Wealth Management
Colorado
$358K -$53 -1 -0%
BDFN
209
Bond & Devick Financial Network
Minnesota
$355K – – –
SA
210
Sunesis Advisors
Kansas
$352K – – –
HWM
211
Howard Wealth Management
Connecticut
$351K +$351K +6,618 New
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$350K +$93.8K +1,771 +37%
VIM
213
Vista Investment Management
Pennsylvania
$347K – – –
CFA
214
Cahill Financial Advisors
Minnesota
$346K – – –
DC
215
Davenport & Co
Virginia
$345K – – –
Betterment LLC
216
Betterment LLC
New York
$342K -$22.9K -431 -6%
CB
217
Commerce Bank
Missouri
$331K -$42.4K -800 -11%
GI
218
Gradient Investments
Minnesota
$330K +$13.4K +253 +4%
EH
219
Equitable Holdings
New York
$321K +$45.6K +860 +17%
SMH
220
Sanders Morris Harris
Texas
$313K – – –
PA
221
PFG Advisors
Arizona
$312K +$53K +1,001 +20%
FHA
222
First Horizon Advisors
Tennessee
$311K +$311K +5,866 New
CAM
223
Cozad Asset Management
Illinois
$310K +$106K +2,000 +52%
CA
224
Continuum Advisory
Idaho
$294K -$26.8K -516 -8%
FPAS
225
Focus Partners Advisor Solutions
Missouri
$292K +$292K +5,506 New
7 8
9
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