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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

138 hedge funds and large institutions have $479M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
50
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WG
76
Watchman Group
Texas
$625K
FAIM
77
Financial Advocates Investment Management
Washington
$604K -$172K -3,433 -22%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$589K -$78.8K -1,575 -12%
GT
79
Greenleaf Trust
Michigan
$512K
AF
80
Advisornet Financial
Minnesota
$511K +$328K +6,559 +179%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$509K +$51.4K +1,027 +11%
WA
82
WBH Advisory
Maryland
$499K +$9.61K +192 +2%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$482K -$5.8K -116 -1%
MWP
84
Madison Wealth Partners
Wisconsin
$465K -$138K -2,752 -23%
CMS
85
Capital Market Strategies
Florida
$442K -$5.3K -106 -1%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$433K +$49.8K +995 +13%
PA
87
PFG Advisors
Arizona
$417K -$29.8K -596 -7%
AWA
88
Amplius Wealth Advisors
Pennsylvania
$415K -$4.94M -98,724 -92%
Creative Planning
89
Creative Planning
Kansas
$400K -$77.8K -1,555 -16%
WI
90
Wintrust Investments
Illinois
$389K +$6.55K +131 +2%
WN
91
Williams & Novak
California
$388K +$388K +7,750 New
Comerica Bank
92
Comerica Bank
Texas
$384K +$343K +6,863 +842%
KCIC
93
Kuhn & Co Investment Counsel
Illinois
$374K +$374K +7,471 New
SSC
94
Syverson Strege & Co
Iowa
$369K +$5.85K +117 +2%
DC
95
Davenport & Co
Virginia
$354K +$98.3K +1,964 +38%
GLA
96
Good Life Advisors
Pennsylvania
$348K -$9.76K -195 -3%
CAL
97
Capital Advisors Ltd
Ohio
$330K
RJT
98
Raymond James Trust
Florida
$323K
SN
99
Sittner & Nelson
Oregon
$300K -$358K -7,165 -54%
JWCA
100
J.W. Cole Advisors
Florida
$289K +$289K +5,771 New