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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 %
CA
51
Crumly & Associates
Illinois
$1.28M -$16.2K -330 -1%
SRC
52
Sage Rhino Capital
California
$1.26M -$20.8K -425 -2%
MW
53
MBL Wealth
North Carolina
$1.05M -$238K -4,860 -19%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$891K +$891K +18,210 New
IA
55
IAM Advisory
Pennsylvania
$873K +$128K +2,608 +17%
KA
56
Kooman & Associates
Pennsylvania
$784K -$17.3K -354 -2%
TSWM
57
Tyler-Stone Wealth Management
Ohio
$780K -$2.01K -41 -0.3%
EH
58
Equitable Holdings
New York
$776K -$49K -1,001 -6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$764K
AC
60
Avestar Capital
New York
$760K +$131K +2,675 +21%
FAIM
61
Financial Advocates Investment Management
Washington
$759K +$262K +5,348 +53%
SAG
62
SageView Advisory Group
California
$713K +$40.9K +836 +6%
YIA
63
YHB Investment Advisors
Connecticut
$667K -$67.6K -1,380 -9%
VCM
64
Virtue Capital Management
Tennessee
$662K
Baird Financial Group
65
Baird Financial Group
Wisconsin
$653K +$148K +3,022 +29%
VWA
66
Visionary Wealth Advisors
Illinois
$646K -$1.71K -35 -0.3%
BFC
67
Bedel Financial Consulting
Indiana
$645K
SN
68
Sittner & Nelson
Oregon
$644K -$409K -8,352 -39%
WG
69
Watchman Group
Texas
$612K +$49.6K +1,013 +9%
MWP
70
Madison Wealth Partners
Wisconsin
$590K -$113K -2,302 -16%
Citadel Advisors
71
Citadel Advisors
Florida
$559K +$559K +11,415 New
TSS
72
Two Sigma Securities
New York
$543K +$292K +5,971 +117%
AAS
73
Avantax Advisory Services
Texas
$507K +$69.6K +1,422 +16%
KW
74
KWB Wealth
California
$502K
GT
75
Greenleaf Trust
Michigan
$501K