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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

81 hedge funds and large institutions have $178M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
-$378K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M
2
UBS Group
2
UBS Group
Switzerland
$19.5M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$2.35M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$1.18M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.4M
2
Jane Street
2
Jane Street
New York
$0
3
HHGA
3
Halbert Hargrove Global Advisors
California
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$476K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M 849,856 +849,856 New
UBS Group
2
UBS Group
Switzerland
$19.5M 361,188 +55,284 +18%
Morgan Stanley
3
Morgan Stanley
New York
$15.3M 283,045 +19,171 +7%
Wells Fargo
4
Wells Fargo
California
$12.4M 230,658 -9,723 -4%
Bank of America
5
Bank of America
North Carolina
$9.4M 174,076 -706,735 -80%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.17M 151,401 -2,483 -2%
BCI
7
Brinker Capital Investments
Pennsylvania
$5.78M 107,162 +6,096 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.23M 78,385 -1,235 -2%
BFA
9
Beaumont Financial Advisors
Massachusetts
$3.83M 70,866 -1,433 -2%
LPL Financial
10
LPL Financial
California
$3.44M 63,756 +8,900 +16%
Stifel Financial
11
Stifel Financial
Missouri
$3.21M 59,314 +4,644 +8%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.49M 46,123 -1,855 -4%
RWA
13
Redhawk Wealth Advisors
Minnesota
$2.35M 43,604 +43,604 New
SCA
14
Stokes Capital Advisors
South Carolina
$2.31M 42,730 +12,835 +43%
FM
15
Foster & Motley
Ohio
$2.28M 42,279 -4,041 -9%
SA
16
Sunesis Advisors
Kansas
$2.28M 42,196 – –
JIC
17
Johnson Investment Counsel
Ohio
$2.27M 42,150 +850 +2%
JCM
18
Janney Capital Management
Pennsylvania
$1.82M 33,784 -3,239 -9%
Creative Planning
19
Creative Planning
Kansas
$1.8M 33,335 +3,259 +11%
ACP
20
Aviance Capital Partners
Florida
$1.46M 27,014 +7,703 +40%
BA
21
Boston Advisors
Massachusetts
$1.36M 25,176 -253 -1%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$1.26M 23,251 +4,355 +23%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$1.18M 21,837 +21,778 +36,912%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.12M 20,705 -247 -1%
I
25
INVST
Indiana
$1.05M 19,555 +1,324 +7%
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