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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

128 hedge funds and large institutions have $418M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
46
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.1M +$263K +5,373 +7%
OPS
27
Orion Portfolio Solutions
Nebraska
$3.57M -$3.21M -65,488 -47%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.57M -$3.21M -65,488 -47%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.48M +$1.84M +37,553 +112%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.39M +$3.08M +62,845 +992%
Truist Financial
31
Truist Financial
North Carolina
$3.14M +$311K +6,347 +11%
AF
32
Allworth Financial
California
$2.9M -$122K -2,493 -4%
AFG
33
ABLE Financial Group
Arizona
$2.77M +$660K +13,476 +31%
IA
34
IFP Advisors
Florida
$2.62M -$111K -2,260 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.57M -$41K -837 -2%
KLI
36
Kelman-Lazarov Inc
Tennessee
$2.48M +$959K +19,596 +63%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.41M +$2.41M +49,274 New
DAS
38
Dynamic Advisor Solutions
Arizona
$2.17M -$64.4K -1,315 -3%
UBS Group
39
UBS Group
Switzerland
$2.15M -$792K -16,183 -27%
CAC
40
Certified Advisory Corp
Florida
$2.13M -$132K -2,688 -6%
BWM
41
BCGM Wealth Management
Indiana
$2.04M -$36K -736 -2%
IWA
42
Inspirion Wealth Advisors
Illinois
$2M
RJA
43
Raymond James & Associates
Florida
$1.96M -$64.5K -1,317 -3%
NC
44
NewSquare Capital
Pennsylvania
$1.9M -$89.1K -1,820 -4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.84M +$1.31M +26,845 +248%
LWMG
46
Levy Wealth Management Group
Pennsylvania
$1.79M -$43.6K -891 -2%
IA
47
Inspire Advisors
Idaho
$1.69M +$658K +13,451 +64%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.49M -$171K -3,492 -10%
GSIAS
49
Garden State Investment Advisory Services
New Jersey
$1.47M -$187K -3,816 -11%
SFG
50
StrategIQ Financial Group
Indiana
$1.43M +$374K +7,638 +35%