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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

139 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% 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
12
Increased
57
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
101
TruWealth Advisors
Louisiana
$251K +$20.3K +407 +9%
Creative Planning
102
Creative Planning
Kansas
$249K -$150K -3,016 -38%
PNAA
103
Pictet North America Advisors
Switzerland
$245K -$5.1M -102,300 -95%
LNC
104
Lincoln National Corp
Pennsylvania
$236K +$1.6K +32 +0.7%
BFG
105
Bouchey Financial Group
New York
$236K
BAM
106
Belpointe Asset Management
Nevada
$231K +$1.7K +34 +0.7%
DJFS
107
Dean Jacobson Financial Services
Texas
$225K
CPA
108
Clear Point Advisors
New York
$224K -$12.7K -277 -5%
CW
109
CreativeOne Wealth
Kansas
$215K +$215K +4,313 New
SN
110
Sittner & Nelson
Oregon
$200K -$99.8K -2,000 -33%
GI
111
Gradient Investments
Minnesota
$194K +$2.25K +45 +1%
VWM
112
Valley Wealth Managers
New Jersey
$159K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$140K
SPIA
114
Steward Partners Investment Advisory
New York
$136K +$50.9K +1,020 +60%
Bessemer Group
115
Bessemer Group
New Jersey
$123K +$123K +2,470 New
MIA
116
Milestone Investment Advisors
Wisconsin
$99.7K +$99.7K +1,998 New
LFA
117
LGT Financial Advisors
Texas
$98.6K
HCM
118
Hollencrest Capital Management
California
$71.4K
ACA
119
Aptus Capital Advisors
Alabama
$54K
AIM
120
Anchor Investment Management
South Carolina
$49.9K
KFI
121
Key Financial Inc
Pennsylvania
$49.4K
AWM
122
Avior Wealth Management
Nebraska
$44.4K +$41.9K +839 +1,645%
WH
123
Wallace Hart
Kentucky
$44.2K +$44.2K +885 New
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$41.3K
EW
125
Element Wealth
Mississippi
$41K