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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

141 hedge funds and large institutions have $350M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
66
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M 627,666 +26,750 +4%
SW
2
Signify Wealth
Missouri
$22.8M 403,825 -22,038 -5%
Bank of America
3
Bank of America
North Carolina
$22.2M 394,500 +13,283 +3%
UBS Group
4
UBS Group
Switzerland
$18.1M 321,865 +12,239 +4%
CIA
5
Compass Ion Advisors
Pennsylvania
$18M 318,583 +11,419 +4%
Wells Fargo
6
Wells Fargo
California
$16.9M 299,203 -2,755 -0.9%
BWM
7
Biltmore Wealth Management
Arizona
$15.4M 273,936 +273,936 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$14.6M 259,655 +25,545 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.5M 222,625 +18,945 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.9M 211,324 -606 -0.3%
LPL Financial
11
LPL Financial
California
$10.1M 178,760 +26,038 +17%
SC
12
Steph & Co
Wisconsin
$7.33M 130,009 +3,158 +2%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.34M 112,396 +1,098 +1%
PAG
14
Private Advisor Group
New Jersey
$6.14M 108,826 +27,905 +34%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.05M 107,379 +7,176 +7%
Stifel Financial
16
Stifel Financial
Missouri
$6.01M 106,682 +1,436 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.44M 96,505 +22,278 +30%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$5.27M 93,398 +2,264 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.14M 73,363 -3,499 -5%
CWM
20
Cornerstone Wealth Management
Missouri
$3.96M 70,243 -2,022 -3%
EFL
21
ERn Financial LLC
Wisconsin
$3.7M 65,570 +65,570 New
BFA
22
Beaumont Financial Advisors
Massachusetts
$3.47M 61,519 +650 +1%
RMDI
23
R.M. Davis Inc
Maine
$3.25M 57,604 +47,810 +488%
MW
24
MBL Wealth
North Carolina
$3.23M 57,288 +57,288 New
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.2M 56,808 -11,433 -17%