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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 %
CCM
76
Coldstream Capital Management
Washington
$397K
GLA
77
Good Life Advisors
Pennsylvania
$384K +$384K +7,716 New
NA
78
Nottingham Advisors
New York
$376K -$22.3K -447 -6%
AIFAIM
79
American Institute for Advanced Investment Management
Arizona
$376K -$62.2K -1,250 -14%
SAG
80
SageView Advisory Group
California
$373K -$15.4K -309 -4%
RJT
81
Raymond James Trust
Florida
$371K
AAS
82
Avantax Advisory Services
Texas
$355K -$84.9K -1,705 -19%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$330K
CAL
84
Capital Advisors Ltd
Ohio
$329K
SSC
85
Syverson Strege & Co
Iowa
$327K -$386K -7,748 -54%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$319K -$14K -281 -4%
MFG
87
Merit Financial Group
Georgia
$319K -$257K -5,161 -45%
PA
88
PFG Advisors
Arizona
$303K +$303K +6,097 New
DADC
89
D.A. Davidson & Co
Montana
$300K -$353K -7,098 -54%
WA
90
WBH Advisory
Maryland
$295K +$295K +5,936 New
MML Investors Services
91
MML Investors Services
Massachusetts
$282K -$743K -14,941 -72%
BDFN
92
Bond & Devick Financial Network
Minnesota
$258K -$81.3K -1,634 -24%
Citadel Advisors
93
Citadel Advisors
Florida
$254K +$254K +5,093 New
MCM
94
MAI Capital Management
Ohio
$249K +$249K +5,000 New
EH
95
Equitable Holdings
New York
$246K +$20.9K +419 +9%
TCWM
96
Total Clarity Wealth Management
Illinois
$244K
OWM
97
OneAscent Wealth Management
Alabama
$234K
LNC
98
Lincoln National Corp
Pennsylvania
$232K
BAM
99
Belpointe Asset Management
Nevada
$182K -$49.1K -986 -21%
VWM
100
Valley Wealth Managers
New Jersey
$154K