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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

123 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
44
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
51
Kooman & Associates
Pennsylvania
$809K -$34.7K -698 -4%
CA
52
Crumly & Associates
Illinois
$808K -$2.28M -45,782 -74%
SWP
53
Stratos Wealth Partners
Ohio
$782K +$29.1K +584 +4%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$762K
IA
55
IAM Advisory
Pennsylvania
$755K +$4.63K +93 +0.6%
AWS
56
Atria Wealth Solutions
New York
$742K
MWP
57
Madison Wealth Partners
Wisconsin
$729K -$60.7K -1,220 -8%
AC
58
Avestar Capital
New York
$714K +$32.6K +654 +5%
VCM
59
Virtue Capital Management
Tennessee
$665K
BFC
60
Bedel Financial Consulting
Indiana
$656K
VWA
61
Visionary Wealth Advisors
Illinois
$605K +$402K +8,084 +199%
LS
62
Leelyn Smith
Illinois
$588K +$52.5K +1,054 +10%
WG
63
Watchman Group
Texas
$572K +$54K +1,085 +10%
CMS
64
Capital Market Strategies
Florida
$552K -$24.6K -494 -4%
GT
65
Greenleaf Trust
Michigan
$509K
FAIM
66
Financial Advocates Investment Management
Washington
$502K +$502K +10,082 New
KW
67
KWB Wealth
California
$499K -$53.8K -1,092 -10%
SFG
68
StrategIQ Financial Group
Indiana
$495K +$495K +9,950 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$456K +$35.6K +715 +8%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$453K
TSS
71
Two Sigma Securities
New York
$450K +$450K +9,040 New
SCA
72
Stokes Capital Advisors
South Carolina
$441K
FHC
73
First Heartland Consultants
Missouri
$441K -$30K -602 -6%
BWM
74
BerganKDV Wealth Management
Minnesota
$401K +$19.3K +387 +5%
HI
75
Harbour Investments
Wisconsin
$401K +$38.3K +770 +11%