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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

142 hedge funds and large institutions have $443M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
64
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
76
Bedel Financial Consulting
Indiana
$657K
SAG
77
SageView Advisory Group
California
$647K
FAIM
78
Financial Advocates Investment Management
Washington
$645K +$38.8K +778 +6%
WG
79
Watchman Group
Texas
$624K
Baird Financial Group
80
Baird Financial Group
Wisconsin
$612K +$7.43K +149 +1%
YIA
81
YHB Investment Advisors
Connecticut
$563K -$77.8K -1,560 -12%
EFG
82
Ehrlich Financial Group
California
$549K +$242K +4,858 +79%
EH
83
Equitable Holdings
New York
$545K -$355K -7,109 -39%
AF
84
Advisornet Financial
Minnesota
$531K +$6.63K +133 +1%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$529K +$41.7K +837 +9%
WA
86
WBH Advisory
Maryland
$512K
GT
87
Greenleaf Trust
Michigan
$510K
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$487K +$249 +5 +0.1%
FTUS
89
Flow Traders U.S.
New York
$483K +$483K +9,679 New
SFS
90
Summit Financial Strategies
Ohio
$483K +$483K +9,683 New
DC
91
Davenport & Co
Virginia
$466K +$15.5K +311 +3%
Comerica Bank
92
Comerica Bank
Texas
$428K +$14.9K +299 +4%
KCIC
93
Kuhn & Co Investment Counsel
Illinois
$427K +$57.7K +1,157 +16%
PA
94
PFG Advisors
Arizona
$415K -$8.53K -171 -2%
TSS
95
Two Sigma Securities
New York
$395K +$395K +7,923 New
MWP
96
Madison Wealth Partners
Wisconsin
$385K -$76K -1,523 -16%
WI
97
Wintrust Investments
Illinois
$381K +$4.34K +87 +1%
WN
98
Williams & Novak
California
$368K -$19K -380 -5%
ECA
99
Elevated Capital Advisors
Utah
$352K +$352K +7,066 New
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$352K +$352K +7,064 New