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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

333 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
333
Holders Change
+45
Holders Change %
+15.63%
% of All Funds
4.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
68
Increased
142
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$32.6M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$29.3M
5
Bank of America
5
Bank of America
North Carolina
$105M

Top Sellers

1
TCM
1
Towneley Capital Management
California
$465K
2
CM
2
Cercano Management
Washington
$2.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M
4
B
4
Bailard
California
$12.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B 41,396 +20,467 +98%
Bank of America
2
Bank of America
North Carolina
$105M 2,025,250 +555,040 +38%
Morgan Stanley
3
Morgan Stanley
New York
$90.9M 1,756,385 +231,041 +15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85M 1,642,212 +528,871 +48%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$78.6M 1,519,188 +49,841 +3%
LPL Financial
6
LPL Financial
California
$67.4M 1,303,078 +244,800 +23%
Wells Fargo
7
Wells Fargo
California
$66.8M 1,292,077 +39,595 +3%
DWM
8
Dynasty Wealth Management
Florida
$51.7M 1,000,289 +787,906 +371%
UBS Group
9
UBS Group
Switzerland
$40.9M 790,614 -40,936 -5%
SFG
10
Stonebridge Financial Group
Pennsylvania
$32.6M 629,541 +629,541 New
SWP
11
Sagespring Wealth Partners
Tennessee
$29.3M 566,606 +566,606 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$27.3M 528,547 +30,716 +6%
WWA
13
WCG Wealth Advisors
Nevada
$24.4M 472,035 +4,659 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$23.1M 445,941 +445,941 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$22.5M 431,214 +12,725 +3%
MW
16
MBL Wealth
North Carolina
$22.3M 431,710 +3,294 +0.8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.3M 410,982 +36,342 +10%
QWP
18
Quotient Wealth Partners
Texas
$19.1M 368,856 -3,780 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$18.8M 362,633 +48,586 +15%
NA
20
NewEdge Advisors
Louisiana
$16.4M 316,524 +344 +0.1%
RMDI
21
R.M. Davis Inc
Maine
$16.1M 310,750 +34,750 +13%
APP
22
Avantax Planning Partners
Iowa
$14.1M 272,927 -46,929 -15%
HighTower Advisors
23
HighTower Advisors
Illinois
$13.4M 258,328 -276,978 -52%
B
24
Bailard
California
$12.8M 247,798 -189,245 -43%
XF
25
XML Financial
Maryland
$11.7M 226,489 -786 -0.3%
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