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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$26.4M
2
Bank of America
2
Bank of America
North Carolina
$77.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M
5
RMDI
5
R.M. Davis Inc
Maine
$14.6M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$56.1M
3
CM
3
Cercano Management
Washington
$23.5M
4
B
4
Bailard
California
$23.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$80.8M 1,525,344 +84,791 +6%
Bank of America
2
Bank of America
North Carolina
$77.9M 1,470,210 +236,475 +19%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$77.8M 1,469,347 +148,030 +11%
Wells Fargo
4
Wells Fargo
California
$66.4M 1,252,482 +105,484 +9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59M 1,113,341 +226,956 +26%
LPL Financial
6
LPL Financial
California
$56.1M 1,058,278 -349,749 -25%
UBS Group
7
UBS Group
Switzerland
$44.1M 831,550 -30,401 -4%
TCM
8
Towneley Capital Management
California
$44M 830,636 -4,939 -0.6%
HighTower Advisors
9
HighTower Advisors
Illinois
$28.4M 535,306 +207,059 +63%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$26.4M 497,831 +489,671 +6,001%
WWA
11
WCG Wealth Advisors
Nevada
$24.8M 467,376 -75,914 -14%
CM
12
Cercano Management
Washington
$23.5M 443,816 -132,480 -23%
B
13
Bailard
California
$23.2M 437,043 -80,180 -16%
DWM
14
Dynasty Wealth Management
Florida
$23.1M 212,383 -174,330 -45%
MW
15
MBL Wealth
North Carolina
$22.7M 428,416 +7,735 +2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$22.2M 418,489 +40,634 +11%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$19.8M 374,640 +40,358 +12%
QWP
18
Quotient Wealth Partners
Texas
$19.7M 372,636 +34,649 +10%
APP
19
Avantax Planning Partners
Iowa
$16.9M 319,856 -58,062 -15%
NA
20
NewEdge Advisors
Louisiana
$16.8M 316,180 +51,258 +19%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$16.6M 314,047 +10,643 +4%
RMDI
22
R.M. Davis Inc
Maine
$14.6M 276,000 +151,910 +122%
RJA
23
Raymond James & Associates
Florida
$13.7M 259,375 +72,378 +39%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$13.5M 255,209 -1,146 -0.4%
GIM
25
Goelzer Investment Management
Indiana
$12.2M 230,633 -3,628 -2%
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