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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

142 hedge funds and large institutions have $374M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
58
Reduced
38
Closed
12
Calls
–
Puts
$278K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.1M
2
Jane Street
2
Jane Street
New York
$5.61M
3
OMC
3
Old Mission Capital
Illinois
$5.07M
4
PWM
4
PRW Wealth Management
Massachusetts
$2.43M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.6M
2
AWP
2
Abacus Wealth Partners
California
$334K
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
SW
4
Signify Wealth
Missouri
$24.2M
5
BWA
5
Beam Wealth Advisors
Louisiana
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M 849,856 – –
Morgan Stanley
2
Morgan Stanley
New York
$34.1M 600,916 +90,907 +18%
SW
3
Signify Wealth
Missouri
$24.2M 425,863 -26,659 -6%
Bank of America
4
Bank of America
North Carolina
$21.6M 381,217 -143,745 -27%
UBS Group
5
UBS Group
Switzerland
$17.6M 309,626 +5,949 +2%
CIA
6
Compass Ion Advisors
Pennsylvania
$17.4M 307,164 -11,407 -4%
Wells Fargo
7
Wells Fargo
California
$17.1M 301,958 +14,607 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$13.3M 234,110 +42,089 +22%
HighTower Advisors
9
HighTower Advisors
Illinois
$12M 211,930 +9,127 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.6M 203,680 +5,722 +3%
LPL Financial
11
LPL Financial
California
$8.67M 152,722 +7,618 +5%
SC
12
Steph & Co
Wisconsin
$7.2M 126,851 +2,165 +2%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.32M 111,298 -5,896 -5%
Stifel Financial
14
Stifel Financial
Missouri
$5.98M 105,246 +17,692 +20%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$5.69M 100,203 -2,019 -2%
Jane Street
16
Jane Street
New York
$5.61M 98,831 +89,256 +932%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$5.17M 91,134 -17,961 -16%
OMC
18
Old Mission Capital
Illinois
$5.07M 89,211 +85,503 +2,306%
PAG
19
Private Advisor Group
New Jersey
$4.59M 80,921 +5,286 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.36M 76,862 +6,604 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.21M 74,227 +4,282 +6%
CWM
22
Cornerstone Wealth Management
Missouri
$4.1M 72,265 +2,795 +4%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$3.87M 68,241 +1,856 +3%
BFA
24
Beaumont Financial Advisors
Massachusetts
$3.46M 60,869 -3,830 -6%
FM
25
Foster & Motley
Ohio
$2.87M 50,617 -826 -2%
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