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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
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Overview Fund Activity

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
TCM
2
Towneley Capital Management
California
$47.5M
3
B
3
Bailard
California
$43.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$37M
5
GIM
5
Goelzer Investment Management
Indiana
$15.2M

Top Sellers

1
BWM
1
Biltmore Wealth Management
Arizona
$3.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$28M
3
SAG
3
SageView Advisory Group
California
$2.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.48M
5
SW
5
Signify Wealth
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 3,071,580 +2,097,124 +215%
LPL Financial
2
LPL Financial
California
$65.8M 1,246,906 +151,274 +14%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$64.8M 1,227,956 +137,265 +13%
Bank of America
4
Bank of America
North Carolina
$59.3M 1,123,817 +216,281 +24%
Wells Fargo
5
Wells Fargo
California
$48.5M 918,569 +259,668 +39%
TCM
6
Towneley Capital Management
California
$47.5M 898,942 +898,942 New
B
7
Bailard
California
$43.9M 831,039 +806,344 +3,265%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$37M 700,596 +325,366 +87%
UBS Group
9
UBS Group
Switzerland
$36.5M 691,874 +260,902 +61%
WWA
10
WCG Wealth Advisors
Nevada
$28M 530,934 -98,367 -16%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.9M 527,640 -1,915 -0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.9M 508,907 +248,776 +96%
APP
13
Avantax Planning Partners
Iowa
$22M 415,728 +76,310 +22%
MW
14
MBL Wealth
North Carolina
$19.5M 369,627 +18,272 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$17.5M 331,988 -32,912 -9%
GIM
16
Goelzer Investment Management
Indiana
$15.2M 287,499 +268,490 +1,412%
CAN
17
Cetera Advisor Networks
California
$14.6M 275,909 +59,527 +28%
SHGA
18
Sand Hill Global Advisors
California
$13.7M 259,617 +242,119 +1,384%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$13.5M 254,982 +42,793 +20%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$13.2M 249,870 -17,985 -7%
GC
21
Gratus Capital
Georgia
$12.8M 242,501 +242,501 New
QWP
22
Quotient Wealth Partners
Texas
$12.3M 232,399 +232,399 New
Renaissance Technologies
23
Renaissance Technologies
New York
$11.7M 221,971 +221,971 New
BCI
24
Brinker Capital Investments
Pennsylvania
$9.8M 185,715 -22,583 -11%
OPS
25
Orion Portfolio Solutions
Nebraska
$9.8M 185,715 -22,583 -11%
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