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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$20M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$20M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$9.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
FA
1
Fermata Advisors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.56M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
GIM
5
Goelzer Investment Management
Indiana
$5.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$54.5M 1,050,621 -39 -0%
LPL Financial
2
LPL Financial
California
$51M 984,708 +14,995 +2%
Bank of America
3
Bank of America
North Carolina
$47.5M 916,340 +21,189 +2%
Morgan Stanley
4
Morgan Stanley
New York
$42.5M 820,191 +170,960 +26%
Wells Fargo
5
Wells Fargo
California
$31.7M 610,697 -9,470 -2%
WWA
6
WCG Wealth Advisors
Nevada
$31.6M 609,682 +31,227 +5%
UBS Group
7
UBS Group
Switzerland
$22.9M 441,090 -113,068 -20%
BCI
8
Brinker Capital Investments
Pennsylvania
$20M 385,386 +173,502 +82%
OPS
9
Orion Portfolio Solutions
Nebraska
$20M 385,386 +173,502 +82%
HighTower Advisors
10
HighTower Advisors
Illinois
$18.8M 361,776 -7,914 -2%
APP
11
Avantax Planning Partners
Iowa
$17.2M 331,436 -6,235 -2%
MW
12
MBL Wealth
North Carolina
$15.7M 303,265 +53,965 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.5M 281,102 -2,993 -1%
BWM
14
Biltmore Wealth Management
Arizona
$14M 270,465 +2,917 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$13M 250,733 +22,641 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.8M 228,105 +60,897 +36%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$11.6M 223,576 -16,472 -7%
Stifel Financial
18
Stifel Financial
Missouri
$9.67M 186,459 +62,843 +51%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$8.15M 157,184 +8,956 +6%
WAAG
20
Wealth Alliance Advisory Group
Kansas
$7.8M 150,552 -1,022 -0.7%
CAN
21
Cetera Advisor Networks
California
$6.95M 134,058 +54,033 +68%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.26M 120,759 +4,788 +4%
RJA
23
Raymond James & Associates
Florida
$6.1M 117,676 +5,108 +5%
GIM
24
Goelzer Investment Management
Indiana
$5.97M 115,176 -53,064 -32%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.87M 113,170 -2,129 -2%
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