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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
1
Sand Hill Global Advisors
California
$55.9M
2
WWA
2
WCG Wealth Advisors
Nevada
$25.7M
3
SSC
3
Syverson Strege & Co
Iowa
$19.6M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$18M
5
MMA
5
Miracle Mile Advisors
California
$17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221K
2
Jane Street
2
Jane Street
New York
$0
3
CIA
3
Compass Ion Advisors
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.24M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.7M 1,217,163 +302,297 +33%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$56.7M 1,100,536 +110,614 +11%
SHGA
3
Sand Hill Global Advisors
California
$55.9M 1,085,631 +1,085,631 New
Wells Fargo
4
Wells Fargo
California
$26.1M 507,611 +223,917 +79%
WWA
5
WCG Wealth Advisors
Nevada
$25.7M 498,704 +498,704 New
UBS Group
6
UBS Group
Switzerland
$24.2M 469,712 +133,642 +40%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.6M 438,082 +260,777 +147%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$22.2M 431,541 +325,896 +308%
Morgan Stanley
9
Morgan Stanley
New York
$22M 426,590 -40,238 -9%
SSC
10
Syverson Strege & Co
Iowa
$19.6M 380,566 +373,228 +5,086%
MCWS
11
McKinley Carter Wealth Services
West Virginia
$18M 350,510 +350,510 New
MMA
12
Miracle Mile Advisors
California
$17M 329,643 +329,643 New
LPL Financial
13
LPL Financial
California
$14.2M 276,309 +38,971 +16%
BWM
14
Biltmore Wealth Management
Arizona
$14.2M 275,023 +3,030 +1%
APP
15
Avantax Planning Partners
Iowa
$12M 232,155 -50,082 -18%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$10.9M 212,267 +212,267 New
HighTower Advisors
17
HighTower Advisors
Illinois
$10.5M 204,412 -28,986 -12%
LFA
18
Legacy Financial Advisors
Kentucky
$9M 174,798 +19,047 +12%
Renaissance Technologies
19
Renaissance Technologies
New York
$8.26M 160,403 +160,403 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.96M 135,252 +42,001 +45%
SC
21
Steph & Co
Wisconsin
$6.74M 130,983 +70,010 +115%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$6.36M 123,527 -7,587 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.27M 121,792 +45,603 +60%
AWE
24
Avidian Wealth Enterprises
Texas
$6.06M 117,721 +117,721 New
Stifel Financial
25
Stifel Financial
Missouri
$5.91M 114,720 -5,961 -5%
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