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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

140 hedge funds and large institutions have $364M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
62
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
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
$29.5M 524,962 +37,044 +8%
Morgan Stanley
3
Morgan Stanley
New York
$28.7M 510,009 +82,780 +19%
SW
4
Signify Wealth
Missouri
$25.4M 452,522 +46,997 +12%
CIA
5
Compass Ion Advisors
Pennsylvania
$17.9M 318,571 +127,582 +67%
UBS Group
6
UBS Group
Switzerland
$17.1M 303,677 +8,212 +3%
Wells Fargo
7
Wells Fargo
California
$16.1M 287,351 +2,213 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.4M 202,803 -397 -0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1M 197,958 +26,864 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$10.8M 192,021 +47,288 +33%
LPL Financial
11
LPL Financial
California
$8.16M 145,104 +8,872 +7%
SC
12
Steph & Co
Wisconsin
$7.01M 124,686 +4,448 +4%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.59M 117,194 -14,354 -11%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$6.13M 109,095 +96,590 +772%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$5.74M 102,222 -2,957 -3%
Stifel Financial
16
Stifel Financial
Missouri
$4.92M 87,554 +7,219 +9%
MW
17
MBL Wealth
North Carolina
$4.29M 76,393 -3,875 -5%
PAG
18
Private Advisor Group
New Jersey
$4.25M 75,635 +10,254 +16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.95M 70,258 +12,910 +23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.93M 69,945 -3,599 -5%
CWM
21
Cornerstone Wealth Management
Missouri
$3.9M 69,470 -1,016 -1%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$3.73M 66,385 +66,385 New
BFA
23
Beaumont Financial Advisors
Massachusetts
$3.64M 64,699 +695 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.06M 54,355 +23,611 +77%
FM
25
Foster & Motley
Ohio
$2.89M 51,443 -1,156 -2%