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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

115 hedge funds and large institutions have $255M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
50
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.84M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$5.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.54M
2
UBS Group
2
UBS Group
Switzerland
$17.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
IWA
4
Independence Wealth Advisors
Virginia
$543K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M 849,856 – –
Bank of America
2
Bank of America
North Carolina
$22.8M 410,089 +216,434 +112%
Morgan Stanley
3
Morgan Stanley
New York
$17.6M 316,935 +44,077 +16%
UBS Group
4
UBS Group
Switzerland
$17.2M 309,778 -75,862 -20%
Wells Fargo
5
Wells Fargo
California
$13.8M 248,293 +48,631 +24%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.3M 202,514 +1,541 +0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.54M 153,436 -3,610,864 -96%
BCI
8
Brinker Capital Investments
Pennsylvania
$7.19M 129,324 -4,407 -3%
LPL Financial
9
LPL Financial
California
$6.61M 118,878 +8,965 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$5.84M 104,890 +54,820 +109%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$5.55M 99,701 +47,350 +90%
Stifel Financial
12
Stifel Financial
Missouri
$4.87M 87,558 +43,454 +99%
SC
13
Steph & Co
Wisconsin
$4.82M 86,601 +20,459 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.21M 75,715 +1,223 +2%
BFA
15
Beaumont Financial Advisors
Massachusetts
$3.56M 63,971 +4,649 +8%
PAG
16
Private Advisor Group
New Jersey
$3.47M 62,422 +1,234 +2%
CWM
17
Cornerstone Wealth Management
Missouri
$3.21M 57,627 +21,050 +58%
FM
18
Foster & Motley
Ohio
$2.84M 51,021 -6,526 -11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.79M 50,066 +16,923 +51%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.75M 49,432 +10,524 +27%
SW
21
SteelPeak Wealth
California
$2.42M 43,499 +11,496 +36%
SCA
22
Stokes Capital Advisors
South Carolina
$2.39M 42,970 – –
SA
23
Sunesis Advisors
Kansas
$2.33M 41,872 – –
RWP
24
RWA Wealth Partners
Massachusetts
$2.26M 40,650 – –
I
25
INVST
Indiana
$1.77M 31,717 +3,205 +11%
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