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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

160 hedge funds and large institutions have $477M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
65
Reduced
50
Closed
18
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
$52.5M 989,922 +21,169 +2%
Bank of America
2
Bank of America
North Carolina
$48.5M 914,866 +529,620 +137%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$27M 509,532 +283,344 +125%
Jane Street
4
Jane Street
New York
$24.9M 469,412 +8,273 +2%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M 466,828 -170,289 -27%
UBS Group
6
UBS Group
Switzerland
$17.8M 336,070 +10,944 +3%
CIA
7
Compass Ion Advisors
Pennsylvania
$16.7M 314,732 +23,582 +8%
Wells Fargo
8
Wells Fargo
California
$15M 283,694 +6,742 +2%
APP
9
Avantax Planning Partners
Iowa
$15M 282,237 +256,775 +1,008%
BWM
10
Biltmore Wealth Management
Arizona
$14.4M 271,993 -994 -0.4%
LPL Financial
11
LPL Financial
California
$12.6M 237,338 +45,613 +24%
HighTower Advisors
12
HighTower Advisors
Illinois
$12.4M 233,398 +7,244 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.3M 177,305 -2,412 -1%
LFA
14
Legacy Financial Advisors
Kentucky
$8.26M 155,751 +155,751 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$6.95M 131,114 +131,114 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$6.88M 129,752 +11,927 +10%
Stifel Financial
17
Stifel Financial
Missouri
$6.4M 120,681 +14,451 +14%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$5.6M 105,645 +94,832 +877%
BCI
19
Brinker Capital Investments
Pennsylvania
$5.35M 100,934 -13,433 -12%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.24M 98,808 +2,583 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.94M 93,251 +23,471 +34%
CWM
22
Cornerstone Wealth Management
Missouri
$4.17M 78,743 +8,662 +12%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.04M 76,189 -881 -1%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$3.99M 75,231 +6,334 +9%
PAG
25
Private Advisor Group
New Jersey
$3.96M 74,705 -1,192 -2%