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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

124 hedge funds and large institutions have $405M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
15
Increased
46
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$465K +$14.3K +289 +3%
AAS
77
Avantax Advisory Services
Texas
$443K +$89.8K +1,814 +25%
SCA
78
Stokes Capital Advisors
South Carolina
$439K
PA
79
PFG Advisors
Arizona
$426K +$124K +2,503 +41%
FHC
80
First Heartland Consultants
Missouri
$424K -$14.2K -286 -3%
BWM
81
BerganKDV Wealth Management
Minnesota
$399K
HI
82
Harbour Investments
Wisconsin
$394K -$4.56K -92 -1%
GLA
83
Good Life Advisors
Pennsylvania
$382K -$99 -2 -0%
WI
84
Wintrust Investments
Illinois
$370K +$370K +7,466 New
RJT
85
Raymond James Trust
Florida
$369K
SSC
86
Syverson Strege & Co
Iowa
$347K +$21.3K +431 +7%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$328K
DJFS
88
Dean Jacobson Financial Services
Texas
$328K +$328K +6,619 New
CAL
89
Capital Advisors Ltd
Ohio
$327K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$318K
MML Investors Services
91
MML Investors Services
Massachusetts
$314K +$33.1K +668 +12%
NA
92
Nottingham Advisors
New York
$300K -$74.3K -1,500 -20%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$284K -$1.14M -22,973 -80%
WA
94
WBH Advisory
Maryland
$281K -$12.7K -256 -4%
AIFAIM
95
American Institute for Advanced Investment Management
Arizona
$275K -$99.1K -2,000 -27%
TSS
96
Two Sigma Securities
New York
$253K -$195K -3,928 -43%
OWM
97
OneAscent Wealth Management
Alabama
$233K
LNC
98
Lincoln National Corp
Pennsylvania
$231K
CW
99
CreativeOne Wealth
Kansas
$212K -$768K -15,515 -78%
TCWM
100
Total Clarity Wealth Management
Illinois
$208K -$34.2K -690 -14%