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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
PI
3
PFS Investments
Georgia
$3.33M
4
Bank of America
4
Bank of America
North Carolina
$27.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.21M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
EI
3
Ethic Inc
New York
$0
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.46M
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
$27.7M 487,918 +35,692 +8%
Morgan Stanley
3
Morgan Stanley
New York
$24.2M 427,229 +71,237 +20%
SW
4
Signify Wealth
Missouri
$23M 405,525 +405,525 New
UBS Group
5
UBS Group
Switzerland
$16.8M 295,465 -44,387 -13%
Wells Fargo
6
Wells Fargo
California
$16.2M 285,138 +10,587 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$11.5M 203,200 +1,083 +0.5%
CIA
8
Compass Ion Advisors
Pennsylvania
$10.8M 190,989 +143,540 +303%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.71M 171,094 +10,618 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$8.21M 144,733 +24,811 +21%
LPL Financial
11
LPL Financial
California
$7.73M 136,232 +11,588 +9%
BCI
12
Brinker Capital Investments
Pennsylvania
$7.46M 131,548 -14,690 -10%
Jane Street
13
Jane Street
New York
$7.43M 131,001 +2,506 +2%
SC
14
Steph & Co
Wisconsin
$6.82M 120,238 +10,828 +10%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$5.97M 105,179 +1,312 +1%
Stifel Financial
16
Stifel Financial
Missouri
$4.56M 80,335 -1,185 -1%
MW
17
MBL Wealth
North Carolina
$4.55M 80,268 +80,268 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.17M 73,544 -4,268 -5%
CWM
19
Cornerstone Wealth Management
Missouri
$4M 70,486 +8,617 +14%
PAG
20
Private Advisor Group
New Jersey
$3.71M 65,381 +1,398 +2%
BFA
21
Beaumont Financial Advisors
Massachusetts
$3.63M 64,004 -3,458 -5%
PI
22
PFS Investments
Georgia
$3.33M 58,753 +58,753 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.25M 57,348 +2,567 +5%
SW
24
SteelPeak Wealth
California
$3.1M 54,556 +1,227 +2%
FM
25
Foster & Motley
Ohio
$2.98M 52,599 +1,255 +2%
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