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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

261 hedge funds and large institutions have $1.12B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
3.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
109
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$20.2M
2
DWM
2
Dynasty Wealth Management
Florida
$18.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.3M
5
Wells Fargo
5
Wells Fargo
California
$54.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M
4
B
4
Bailard
California
$35.5M
5
UBS Group
5
UBS Group
Switzerland
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$70.1M 1,336,560 +108,604 +9%
LPL Financial
2
LPL Financial
California
$68.7M 1,309,928 +63,022 +5%
Morgan Stanley
3
Morgan Stanley
New York
$68.6M 1,307,337 -1,764,243 -57%
Bank of America
4
Bank of America
North Carolina
$61.7M 1,176,810 +52,993 +5%
Wells Fargo
5
Wells Fargo
California
$54.2M 1,032,638 +114,069 +12%
TCM
6
Towneley Capital Management
California
$45.6M 869,041 -29,901 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$45.3M 862,631 +162,035 +23%
B
8
Bailard
California
$35.5M 677,169 -153,870 -19%
UBS Group
9
UBS Group
Switzerland
$28.4M 541,480 -150,394 -22%
WWA
10
WCG Wealth Advisors
Nevada
$24.1M 459,295 -71,639 -13%
MW
11
MBL Wealth
North Carolina
$21M 400,017 +30,390 +8%
APP
12
Avantax Planning Partners
Iowa
$20.5M 390,879 -24,849 -6%
CM
13
Cercano Management
Washington
$20.2M 385,000 +385,000 New
DWM
14
Dynasty Wealth Management
Florida
$18.6M 355,043 +355,043 New
HighTower Advisors
15
HighTower Advisors
Illinois
$17.6M 336,058 +4,070 +1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$16.5M 314,276 +64,406 +26%
QWP
17
Quotient Wealth Partners
Texas
$16.2M 309,112 +76,713 +33%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$16M 305,133 +305,133 New
CAN
19
Cetera Advisor Networks
California
$15.7M 299,399 +23,490 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.6M 278,160 -230,747 -45%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$13.6M 259,518 +4,536 +2%
GC
22
Gratus Capital
Georgia
$13.2M 251,622 +9,121 +4%
GIM
23
Goelzer Investment Management
Indiana
$13.1M 249,549 -37,950 -13%
XF
24
XML Financial
Maryland
$10.4M 197,473 +44,825 +29%
BCI
25
Brinker Capital Investments
Pennsylvania
$9.26M 176,456 -9,259 -5%
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