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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

163 hedge funds and large institutions have $438M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
163
Holders Change
+22
Holders Change %
+15.6%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
60
Reduced
42
Closed
7
Calls
$2.65M
Puts
Net Calls
+$2.65M
Net Calls Change
+$2.65M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$54.4M 968,753 +968,753 New
Morgan Stanley
2
Morgan Stanley
New York
$35.8M 637,117 +9,451 +2%
Jane Street
3
Jane Street
New York
$25.9M 461,139 +461,139 New
Bank of America
4
Bank of America
North Carolina
$21.7M 385,246 -9,254 -2%
SW
5
Signify Wealth
Missouri
$19.6M 349,121 -54,704 -14%
UBS Group
6
UBS Group
Switzerland
$18.3M 325,126 +3,261 +1%
CIA
7
Compass Ion Advisors
Pennsylvania
$16.4M 291,150 -27,433 -9%
Wells Fargo
8
Wells Fargo
California
$15.6M 276,952 -22,251 -7%
BWM
9
Biltmore Wealth Management
Arizona
$15.3M 272,987 -949 -0.3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$12.7M 226,188 -33,467 -13%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.7M 226,154 +14,830 +7%
LPL Financial
12
LPL Financial
California
$10.8M 191,725 +12,965 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.1M 179,717 -42,908 -19%
SC
14
Steph & Co
Wisconsin
$7.27M 129,272 -737 -0.6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.62M 117,825 +10,446 +10%
BCI
16
Brinker Capital Investments
Pennsylvania
$6.43M 114,367 +1,971 +2%
Stifel Financial
17
Stifel Financial
Missouri
$5.97M 106,230 -452 -0.4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$5.41M 96,225 +2,827 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.33M 77,070 +3,707 +5%
PAG
20
Private Advisor Group
New Jersey
$4.27M 75,897 -32,929 -30%
CWM
21
Cornerstone Wealth Management
Missouri
$3.94M 70,081 -162 -0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.92M 69,780 -26,725 -28%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$3.87M 68,897 +12,089 +21%
EFL
24
ERn Financial LLC
Wisconsin
$3.7M 65,763 +193 +0.3%
RMDI
25
R.M. Davis Inc
Maine
$3.68M 65,429 +7,825 +14%