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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

92 hedge funds and large institutions have $202M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
41
Reduced
14
Closed
8
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
-$210K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$20.7M
2
LPL Financial
2
LPL Financial
California
$5.27M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.4M
4
Bank of America
4
Bank of America
North Carolina
$12.3M
5
PAG
5
Private Advisor Group
New Jersey
$2.56M

Top Sellers

1
JIC
1
Johnson Investment Counsel
Ohio
$0
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.23M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SC
5
SouthState Corp
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M 849,856 – –
UBS Group
2
UBS Group
Switzerland
$20.7M 374,820 +34,037 +10%
Morgan Stanley
3
Morgan Stanley
New York
$18.4M 332,222 +22,435 +7%
Wells Fargo
4
Wells Fargo
California
$13.6M 246,220 +23,164 +10%
Bank of America
5
Bank of America
North Carolina
$12.3M 223,056 +26,038 +13%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.55M 154,498 +4,194 +3%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.33M 114,442 +3,796 +3%
LPL Financial
8
LPL Financial
California
$5.27M 95,253 +28,621 +43%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.4M 79,513 +26,397 +50%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.35M 78,687 +730 +0.9%
BFA
11
Beaumont Financial Advisors
Massachusetts
$3.82M 69,147 -1,009 -1%
RWA
12
Redhawk Wealth Advisors
Minnesota
$3.34M 60,410 +2,334 +4%
Stifel Financial
13
Stifel Financial
Missouri
$3.17M 57,113 -606 -1%
FM
14
Foster & Motley
Ohio
$2.95M 53,363 +444 +0.8%
SCA
15
Stokes Capital Advisors
South Carolina
$2.6M 47,060 -4,270 -8%
PAG
16
Private Advisor Group
New Jersey
$2.56M 46,267 +25,721 +125%
SA
17
Sunesis Advisors
Kansas
$2.33M 42,053 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.2M 39,840 +21,403 +116%
Creative Planning
19
Creative Planning
Kansas
$1.87M 33,800 +34 +0.1%
JCM
20
Janney Capital Management
Pennsylvania
$1.67M 30,239 -1,677 -5%
CWM
21
Cornerstone Wealth Management
Missouri
$1.67M 30,112 -435 -1%
ACP
22
Aviance Capital Partners
Florida
$1.64M 29,650 +2,337 +9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.5M 27,027 +16,297 +152%
BA
24
Boston Advisors
Massachusetts
$1.48M 26,672 -581 -2%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$1.44M 26,104 +1,690 +7%
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