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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 %
WA
76
WBH Advisory
Maryland
$479K +$201K +4,110 +72%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$477K +$17.2K +351 +4%
Creative Planning
78
Creative Planning
Kansas
$468K +$468K +9,553 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$448K +$134K +2,739 +43%
PA
80
PFG Advisors
Arizona
$437K +$16.4K +335 +4%
CMS
81
Capital Market Strategies
Florida
$436K -$62.1K -1,274 -12%
SCA
82
Stokes Capital Advisors
South Carolina
$434K
FHC
83
First Heartland Consultants
Missouri
$378K -$40.9K -836 -10%
NA
84
NewEdge Advisors
Louisiana
$376K +$371K +7,582 +7,582%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$375K +$301K +6,155 +409%
WI
86
Wintrust Investments
Illinois
$375K +$9.12K +186 +2%
SSC
87
Syverson Strege & Co
Iowa
$356K +$13K +265 +4%
GLA
88
Good Life Advisors
Pennsylvania
$350K -$27.6K -564 -7%
TCWM
89
Total Clarity Wealth Management
Illinois
$346K +$141K +2,872 +68%
HI
90
Harbour Investments
Wisconsin
$343K -$46.7K -953 -12%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$336K +$55.6K +1,136 +20%
CAN
92
Cetera Advisor Networks
California
$325K +$325K +6,639 New
DJFS
93
Dean Jacobson Financial Services
Texas
$324K
CAL
94
Capital Advisors Ltd
Ohio
$323K
RJT
95
Raymond James Trust
Florida
$316K -$49K -1,000 -13%
SWP
96
Stratos Wealth Partners
Ohio
$293K -$446K -9,115 -60%
DC
97
Davenport & Co
Virginia
$250K +$250K +5,114 New
BFG
98
Bouchey Financial Group
New York
$231K +$231K +4,720 New
LNC
99
Lincoln National Corp
Pennsylvania
$229K
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$225K -$46.3K -945 -17%