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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 %
EFG
101
Ehrlich Financial Group
California
$283K +$283K +5,659 New
FHC
102
First Heartland Consultants
Missouri
$282K -$105K -2,091 -27%
CPA
103
Clear Point Advisors
New York
$258K +$258K +5,165 New
WAM
104
Weatherly Asset Management
California
$247K +$20.8K +415 +9%
HI
105
Harbour Investments
Wisconsin
$245K -$105K -2,102 -30%
BFG
106
Bouchey Financial Group
New York
$237K
LNC
107
Lincoln National Corp
Pennsylvania
$235K +$1.05K +21 +0.4%
TA
108
TruWealth Advisors
Louisiana
$231K +$231K +4,614 New
BAM
109
Belpointe Asset Management
Nevada
$230K +$1.75K +35 +0.8%
DJFS
110
Dean Jacobson Financial Services
Texas
$225K -$106K -2,116 -32%
LS
111
Leelyn Smith
Illinois
$201K +$201K +4,022 New
GI
112
Gradient Investments
Minnesota
$193K -$2.05K -41 -1%
VWM
113
Valley Wealth Managers
New Jersey
$160K
Jones Financial Companies
114
Jones Financial Companies
Missouri
$141K +$141K +2,810 New
LFA
115
LGT Financial Advisors
Texas
$98.8K
US Bancorp
116
US Bancorp
Minnesota
$89.1K +$59.8K +1,196 +204%
SPIA
117
Steward Partners Investment Advisory
New York
$85K
HCM
118
Hollencrest Capital Management
California
$71.5K
GM
119
GeoWealth Management
Illinois
$68K +$5.77K +115 +9%
ACA
120
Aptus Capital Advisors
Alabama
$54.2K +$54.2K +1,083 New
AIM
121
Anchor Investment Management
South Carolina
$50K
KFI
122
Key Financial Inc
Pennsylvania
$49.5K +$49.5K +989 New
EW
123
Element Wealth
Mississippi
$41.1K
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$41K
IWP
125
IAG Wealth Partners
Wisconsin
$35K