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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

111 hedge funds and large institutions have $229M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.71M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$2.86M
3
MHS
3
M Holdings Securities
Oregon
$2.69M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11M
5
RWP
5
RWA Wealth Partners
Massachusetts
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.9M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.41M
4
SC
4
Steph & Co
Wisconsin
$3.61M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.24M
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
$21M 385,640 -5,326 -1%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M 272,858 -78,354 -22%
HighTower Advisors
4
HighTower Advisors
Illinois
$11M 200,973 +44,925 +29%
Wells Fargo
5
Wells Fargo
California
$10.9M 199,662 -44,179 -18%
Bank of America
6
Bank of America
North Carolina
$10.6M 193,655 +1,048 +0.5%
NDSI
7
Newman Dignan & Sheerar Inc
Rhode Island
$9.42M 17,150 +100 +0.6%
BCI
8
Brinker Capital Investments
Pennsylvania
$7.3M 133,731 +10,064 +8%
LPL Financial
9
LPL Financial
California
$6M 109,913 +324 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.71M 3,764,300 +3,764,300 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.06M 74,492 -10,860 -13%
SC
12
Steph & Co
Wisconsin
$3.61M 66,142 -22,916 -26%
PAG
13
Private Advisor Group
New Jersey
$3.34M 61,188 +9,846 +19%
BFA
14
Beaumont Financial Advisors
Massachusetts
$3.24M 59,322 -11,075 -16%
FM
15
Foster & Motley
Ohio
$3.14M 57,547 -5,346 -9%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.86M 52,351 +52,351 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.73M 50,070 +18,880 +61%
MHS
18
M Holdings Securities
Oregon
$2.69M 49,315 +49,315 New
Stifel Financial
19
Stifel Financial
Missouri
$2.41M 44,104 -43,788 -50%
SCA
20
Stokes Capital Advisors
South Carolina
$2.34M 42,970 -4,140 -9%
SA
21
Sunesis Advisors
Kansas
$2.28M 41,872 – –
RWP
22
RWA Wealth Partners
Massachusetts
$2.22M 40,650 +40,650 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.12M 38,908 -2,659 -6%
CWM
24
Cornerstone Wealth Management
Missouri
$2M 36,577 +4,768 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.81M 33,143 +2,132 +7%
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