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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.8M
3
FA
3
Fermata Advisors
California
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
XF
5
XML Financial
Maryland
$7.04M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$10.4M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
GIM
3
Goelzer Investment Management
Indiana
$952K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MMA
5
Miracle Mile Advisors
California
$633K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$54.9M 1,095,632 +110,924 +11%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54.6M 1,090,691 +40,070 +4%
Morgan Stanley
3
Morgan Stanley
New York
$48.8M 974,456 +154,265 +19%
Bank of America
4
Bank of America
North Carolina
$45.4M 907,536 -8,804 -1%
WWA
5
WCG Wealth Advisors
Nevada
$33.2M 629,301 +19,619 +3%
Wells Fargo
6
Wells Fargo
California
$33M 658,901 +48,204 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$26.5M 529,555 +248,453 +88%
UBS Group
8
UBS Group
Switzerland
$21.6M 430,972 -10,118 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$18.8M 375,230 +218,046 +139%
HighTower Advisors
10
HighTower Advisors
Illinois
$18.3M 364,900 +3,124 +0.9%
MW
11
MBL Wealth
North Carolina
$17.6M 351,355 +48,090 +16%
APP
12
Avantax Planning Partners
Iowa
$17M 339,418 +7,982 +2%
BWM
13
Biltmore Wealth Management
Arizona
$14.5M 290,217 +19,752 +7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$13.4M 267,855 +17,122 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13M 260,131 +32,026 +14%
CAN
16
Cetera Advisor Networks
California
$10.8M 216,382 +82,324 +61%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$10.6M 212,189 -11,387 -5%
BCI
18
Brinker Capital Investments
Pennsylvania
$10.4M 208,298 -177,088 -46%
OPS
19
Orion Portfolio Solutions
Nebraska
$10.4M 208,298 -177,088 -46%
FA
20
Fermata Advisors
California
$8.67M 173,131 +173,131 New
Stifel Financial
21
Stifel Financial
Missouri
$8.39M 167,522 -18,937 -10%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$7.54M 150,577 +25 +0%
XF
23
XML Financial
Maryland
$7.04M 140,516 +135,118 +2,503%
CAL
24
Capital Analysts LLC
Pennsylvania
$6.58M 131,331 +80,372 +158%
RJA
25
Raymond James & Associates
Florida
$5.79M 115,594 -2,082 -2%
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