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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

102 hedge funds and large institutions have $215M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
42
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Steph & Co
Wisconsin
$4.92M
2
SW
2
SteelPeak Wealth
California
$1.78M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.86M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.41M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.44M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Creative Planning
4
Creative Planning
Kansas
$1.51M
5
PP
5
PagnatoKarp Partners
Virginia
$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
$21.6M 390,966 +16,146 +4%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M 351,212 +18,990 +6%
Wells Fargo
4
Wells Fargo
California
$13.5M 243,841 -2,379 -1%
Bank of America
5
Bank of America
North Carolina
$10.6M 192,607 -30,449 -14%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.62M 156,048 +1,550 +1%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.83M 123,667 +9,225 +8%
LPL Financial
8
LPL Financial
California
$6.05M 109,589 +14,336 +15%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$5.44M 98,630 +19,117 +24%
SC
10
Steph & Co
Wisconsin
$4.92M 89,058 +89,058 New
Stifel Financial
11
Stifel Financial
Missouri
$4.86M 87,892 +30,779 +54%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.71M 85,352 +6,665 +8%
BFA
13
Beaumont Financial Advisors
Massachusetts
$3.89M 70,397 +1,250 +2%
FM
14
Foster & Motley
Ohio
$3.47M 62,893 +9,530 +18%
PAG
15
Private Advisor Group
New Jersey
$2.83M 51,342 +5,075 +11%
SCA
16
Stokes Capital Advisors
South Carolina
$2.6M 47,110 +50 +0.1%
SA
17
Sunesis Advisors
Kansas
$2.31M 41,872 -181 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.29M 41,567 +1,727 +4%
SW
19
SteelPeak Wealth
California
$1.78M 32,313 +32,313 New
CWM
20
Cornerstone Wealth Management
Missouri
$1.76M 31,809 +1,697 +6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.72M 31,190 +4,163 +15%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.71M 31,011 +17,865 +136%
ACP
23
Aviance Capital Partners
Florida
$1.62M 29,269 -381 -1%
JCM
24
Janney Capital Management
Pennsylvania
$1.59M 28,781 -1,458 -5%
I
25
INVST
Indiana
$1.58M 28,543 +3,905 +16%
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