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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

77 hedge funds and large institutions have $330M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
37
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GT
51
Greenleaf Trust
Michigan
$525K
RJA
52
Raymond James & Associates
Florida
$447K +$51 +1 +0%
AIFAIM
53
American Institute for Advanced Investment Management
Arizona
$438K +$10.3K +200 +2%
C
54
Certuity
Florida
$411K -$1.08K -21 -0.3%
PFA
55
Paradigm Financial Advisors
Missouri
$394K
BWM
56
BerganKDV Wealth Management
Minnesota
$383K +$41.4K +807 +12%
GRP
57
Global Retirement Partners
California
$362K +$359 +7 +0.1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$350K
MSFS
59
Main Street Financial Solutions
Pennsylvania
$313K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$297K -$31.4K -612 -10%
BAM
61
Belpointe Asset Management
Nevada
$277K -$19.4K -377 -7%
TCWM
62
Total Clarity Wealth Management
Illinois
$251K
OWM
63
OneAscent Wealth Management
Alabama
$241K +$241K +4,702 New
Stifel Financial
64
Stifel Financial
Missouri
$225K
DWM
65
Darwin Wealth Management
Florida
$220K +$220K +4,297 New
BWM
66
Birchcreek Wealth Management
Ohio
$209K
WA
67
Wambolt & Associates
Colorado
$204K
SSC
68
Syverson Strege & Co
Iowa
$178K -$165K -3,214 -48%
NFG
69
Next Financial Group
Texas
$177K +$9.55K +186 +6%
HIA
70
Harbor Investment Advisory
Maryland
$151K
CWA
71
Clearview Wealth Advisors
Oregon
$104K +$28.3K +550 +37%
HI
72
Harbour Investments
Wisconsin
$74K -$58.5K -1,138 -44%
SW
73
SVB Wealth
Massachusetts
$40K
APA
74
American Portfolios Advisors
New York
$38.8K
US Bancorp
75
US Bancorp
Minnesota
$30K +$30K +585 New