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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 %
VWM
101
Valley Wealth Managers
New Jersey
$158K +$4.95K +100 +3%
GI
102
Gradient Investments
Minnesota
$154K +$7.63K +154 +5%
LFA
103
LGT Financial Advisors
Texas
$97.8K +$97.8K +1,975 New
GWSG
104
GPS Wealth Strategies Group
Colorado
$74.9K +$495 +10 +0.7%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$74.6K -$12.1K -244 -14%
HCM
106
Hollencrest Capital Management
California
$70.8K
AIM
107
Anchor Investment Management
South Carolina
$49.5K
EW
108
Element Wealth
Mississippi
$40.7K +$40.7K +821 New
IPW
109
Impact Partnership Wealth
Georgia
$39.4K +$39.4K +795 New
GM
110
GeoWealth Management
Illinois
$36K +$36K +721 New
IWP
111
IAG Wealth Partners
Wisconsin
$34.7K +$18.8K +380 +119%
US Bancorp
112
US Bancorp
Minnesota
$29K
PTC
113
Private Trust Company
Ohio
$28.4K
SS
114
Sunbelt Securities
Texas
$23.3K
BFEC
115
Benjamin F. Edwards & Company
Missouri
$23K
PCM
116
Penserra Capital Management
California
$19K +$19K +402 New
CWA
117
Clearview Wealth Advisors
Oregon
$16.8K
AssetMark Inc
118
AssetMark Inc
California
$14.7K +$1.54K +31 +12%
GRP
119
Global Retirement Partners
California
$13.8K
CT
120
Colonial Trust
South Carolina
$12.4K
AF
121
Advisornet Financial
Minnesota
$11.3K +$11.3K +228 New
Allianz Asset Management
122
Allianz Asset Management
Germany
$10.6K +$99 +2 +0.9%
NA
123
NewEdge Advisors
Louisiana
$4.95K
AWM
124
Avior Wealth Management
Nebraska
$2.54K -$105K -2,104 -98%
BWM
125
Boyd Wealth Management
California
-$831K -16,702 Closed