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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
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
$54.9M 1,050,660 -66,297 -6%
LPL Financial
2
LPL Financial
California
$50.7M 969,713 +96,527 +11%
Bank of America
3
Bank of America
North Carolina
$46.8M 895,151 +209,174 +30%
Morgan Stanley
4
Morgan Stanley
New York
$33.9M 649,231 -81,823 -11%
Wells Fargo
5
Wells Fargo
California
$32.4M 620,167 +26,959 +5%
WWA
6
WCG Wealth Advisors
Nevada
$30.2M 578,455 +37,288 +7%
UBS Group
7
UBS Group
Switzerland
$29M 554,158 -105,542 -16%
HighTower Advisors
8
HighTower Advisors
Illinois
$19.3M 369,690 -2,167 -0.6%
APP
9
Avantax Planning Partners
Iowa
$17.6M 337,671 -3,807 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.9M 284,095 +50,111 +21%
BWM
11
Biltmore Wealth Management
Arizona
$14M 267,548 -3,636 -1%
MW
12
MBL Wealth
North Carolina
$13M 249,300 +82,420 +49%
MCWS
13
McKinley Carter Wealth Services
West Virginia
$12.5M 240,048 -28,716 -11%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$11.9M 228,092 +14,836 +7%
Renaissance Technologies
15
Renaissance Technologies
New York
$11.4M 217,895 -45,612 -17%
FA
16
Fermata Advisors
California
$9.04M 173,008 -4,033 -2%
GIM
17
Goelzer Investment Management
Indiana
$8.79M 168,240 -282,492 -63%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.74M 167,208 +5,050 +3%
WAAG
19
Wealth Alliance Advisory Group
Kansas
$7.92M 151,574 -2,366 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$7.75M 148,228 +4,025 +3%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$6.61M 126,413 -664,595 -84%
Stifel Financial
22
Stifel Financial
Missouri
$6.46M 123,616 +33,100 +37%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$6.34M 121,330 -10,755 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.03M 115,299 +2,530 +2%
RJA
25
Raymond James & Associates
Florida
$5.88M 112,568 -725 -0.6%