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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+34
Holders Change %
+20.12%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
57
Increased
74
Reduced
53
Closed
17
Calls
$2.57M
Puts
Net Calls
+$2.57M
Net Calls Change
+$1.11M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.4M 1,116,957 -152,134 -12%
LPL Financial
2
LPL Financial
California
$44.9M 873,186 +619,664 +244%
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$40.6M 791,008 +323,331 +69%
Morgan Stanley
4
Morgan Stanley
New York
$37.6M 731,054 +226,273 +45%
Bank of America
5
Bank of America
North Carolina
$35.2M 685,977 -65,628 -9%
UBS Group
6
UBS Group
Switzerland
$33.9M 659,700 +179,700 +37%
Wells Fargo
7
Wells Fargo
California
$30.5M 593,208 -11,432 -2%
WWA
8
WCG Wealth Advisors
Nevada
$27.8M 541,167 +136,508 +34%
GIM
9
Goelzer Investment Management
Indiana
$23.2M 450,732 +450,732 New
SW
10
SteelPeak Wealth
California
$19.2M 372,855 +364,780 +4,517%
HighTower Advisors
11
HighTower Advisors
Illinois
$19.1M 371,857 +81,216 +28%
APP
12
Avantax Planning Partners
Iowa
$17.5M 341,478 +168,468 +97%
BWM
13
Biltmore Wealth Management
Arizona
$13.9M 271,184 -1,564 -0.6%
MCWS
14
McKinley Carter Wealth Services
West Virginia
$13.8M 268,764 -74,179 -22%
Renaissance Technologies
15
Renaissance Technologies
New York
$13.5M 263,507 +263,507 New
Osaic Holdings
16
Osaic Holdings
Arizona
$12M 233,984 -241,839 -51%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$11M 213,256 +53,391 +33%
BCI
18
Brinker Capital Investments
Pennsylvania
$10M 195,022 +9,061 +5%
SEIA
19
Signature Estate & Investment Advisors
California
$9.9M 192,667 +192,667 New
FA
20
Fermata Advisors
California
$9.1M 177,041 +37,902 +27%
MW
21
MBL Wealth
North Carolina
$8.57M 166,880 +54,025 +48%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.33M 162,158 +17,695 +12%
WAAG
23
Wealth Alliance Advisory Group
Kansas
$7.91M 153,940 +12,461 +9%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$7.41M 144,203 +32,886 +30%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$6.79M 132,085 -147,221 -53%