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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

142 hedge funds and large institutions have $443M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
64
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.11M +$10.2K +205 +0.3%
CPCP
27
Cedar Point Capital Partners
Iowa
$2.98M -$127K -2,543 -4%
IA
28
IFP Advisors
Florida
$2.85M -$42.2K -846 -1%
AFG
29
ABLE Financial Group
Arizona
$2.63M -$140K -2,815 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.63M +$586K +11,756 +29%
PFG
31
PAX Financial Group
Texas
$2.62M -$328K -6,579 -11%
AF
32
Allworth Financial
California
$2.41M -$8.21K -164 -0.3%
CAC
33
Certified Advisory Corp
Florida
$2.34M +$9.73K +195 +0.4%
IWA
34
Inspirion Wealth Advisors
Illinois
$2.31M +$24.9K +500 +1%
RJA
35
Raymond James & Associates
Florida
$2.29M +$115K +2,312 +5%
CA
36
Crumly & Associates
Illinois
$2.21M -$1.12M -22,518 -34%
WA
37
Waverly Advisors
Alabama
$2.2M +$69.9K +1,401 +3%
BCI
38
Brinker Capital Investments
Pennsylvania
$2.16M -$72.8K -1,460 -3%
OPS
39
Orion Portfolio Solutions
Nebraska
$2.16M -$72.8K -1,460 -3%
RJT
40
Raymond James Trust
Florida
$2.11M +$1.73M +34,600 +449%
UBS Group
41
UBS Group
Switzerland
$2.03M +$2.03M +40,774 New
MML Investors Services
42
MML Investors Services
Massachusetts
$1.93M -$1.25M -25,004 -39%
SA
43
Skyline Advisors
Washington
$1.92M +$9.68K +194 +0.5%
IA
44
Inspire Advisors
Idaho
$1.88M +$3.69K +74 +0.2%
DWM
45
Dynasty Wealth Management
Florida
$1.87M +$1.56M +31,264 +497%
LWM
46
LongView Wealth Management
Georgia
$1.83M -$58.7K -1,178 -3%
CWP
47
Cyndeo Wealth Partners
Florida
$1.81M +$279K +5,603 +18%
AWM
48
AE Wealth Management
Kansas
$1.73M +$6.38K +128 +0.4%
BWM
49
BCGM Wealth Management
Indiana
$1.71M -$384K -7,695 -18%
IA
50
IAM Advisory
Pennsylvania
$1.7M +$58.2K +1,168 +4%