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

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.9M
2
NA
2
NewEdge Advisors
Louisiana
$13.8M
3
CM
3
Cercano Management
Washington
$30M
4
KIM
4
Kestra Investment Management
Texas
$7.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$75M

Top Sellers

1
B
1
Bailard
California
$26.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M
4
Jane Street
4
Jane Street
New York
$2.06M
5
TCM
5
Towneley Capital Management
California
$43.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75M 1,440,553 +133,216 +10%
LPL Financial
2
LPL Financial
California
$73.3M 1,408,027 +98,099 +7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$68.8M 1,321,317 -15,243 -1%
Bank of America
4
Bank of America
North Carolina
$64.2M 1,233,735 +56,925 +5%
Wells Fargo
5
Wells Fargo
California
$59.7M 1,146,998 +114,360 +11%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$46.1M 886,385 +23,754 +3%
UBS Group
7
UBS Group
Switzerland
$44.9M 861,951 +320,471 +59%
TCM
8
Towneley Capital Management
California
$43.5M 835,575 -33,466 -4%
CM
9
Cercano Management
Washington
$30M 576,296 +191,296 +50%
WWA
10
WCG Wealth Advisors
Nevada
$28.3M 543,290 +83,995 +18%
B
11
Bailard
California
$26.9M 517,223 -159,946 -24%
MW
12
MBL Wealth
North Carolina
$21.9M 420,681 +20,664 +5%
DWM
13
Dynasty Wealth Management
Florida
$20.1M 386,713 +31,670 +9%
APP
14
Avantax Planning Partners
Iowa
$19.7M 377,918 -12,961 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$19.7M 377,855 +63,579 +20%
QWP
16
Quotient Wealth Partners
Texas
$17.6M 337,987 +28,875 +9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$17.4M 334,282 +29,149 +10%
HighTower Advisors
18
HighTower Advisors
Illinois
$17.1M 328,247 -7,811 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$15.8M 303,404 +25,244 +9%
NA
20
NewEdge Advisors
Louisiana
$13.8M 264,922 +199,098 +302%
GC
21
Gratus Capital
Georgia
$13.7M 262,688 +11,066 +4%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$13.3M 256,355 -3,163 -1%
GIM
23
Goelzer Investment Management
Indiana
$12.2M 234,261 -15,288 -6%
RJA
24
Raymond James & Associates
Florida
$9.74M 186,997 +44,263 +31%
SHGA
25
Sand Hill Global Advisors
California
$8.9M 170,947 -2,345 -1%
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