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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
Bank of America
3
Bank of America
North Carolina
$105M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M
5
LPL Financial
5
LPL Financial
California
$67.4M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
201
Orrstown Financial Services
Pennsylvania
$608K +$608K +11,750 New
FFN
202
Focus Financial Network
Minnesota
$605K +$369K +7,122 +157%
KCM
203
Kendall Capital Management
Maryland
$600K +$600K +11,600 New
CIA
204
Concurrent Investment Advisors
Florida
$599K +$4.29K +83 +0.7%
P
205
&Partners
Tennessee
$598K +$393K +7,589 +191%
SWA
206
Stratos Wealth Advisors
Ohio
$592K +$5.02K +97 +0.9%
CCM
207
Coldstream Capital Management
Washington
$570K – – –
RCM
208
Riggs Capital Management
Utah
$561K +$561K +10,850 New
SNBOSCI
209
Security National Bank of Sioux City Iowa
Iowa
$559K +$559K +10,805 New
EWA
210
EP Wealth Advisors
California
$550K – – –
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$550K +$550K +10,632 New
LFAS
212
Level Four Advisory Services
Texas
$541K +$160K +3,084 +42%
SWM
213
StoneCrest Wealth Management
Arizona
$524K -$995K -19,228 -66%
OCM
214
Objective Capital Management
Ohio
$520K -$198K -3,825 -28%
NL
215
NWAM LLC
Washington
$503K +$310 +6 +0.1%
EWS
216
Eagle Wealth Strategies
New Jersey
$493K – – –
FWM
217
Fairhaven Wealth Management
Illinois
$491K – – –
VPP
218
Vertex Planning Partners
Illinois
$485K +$32K +619 +7%
AAS
219
Ameritas Advisory Services
Nebraska
$479K +$18K +347 +4%
TCM
220
Towneley Capital Management
California
$465K -$42.5M -821,655 -99%
HF
221
HRT Financial
New York
$462K +$462K +8,940 New
MMA
222
Miracle Mile Advisors
California
$457K +$259 +5 +0.1%
WA
223
WBH Advisory
Maryland
$454K – – –
SOS
224
Silver Oak Securities
Tennessee
$452K -$44.1K -851 -9%
SPC
225
Sigma Planning Corp
Michigan
$436K -$12.7K -245 -3%
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9
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