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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 %
IWP
126
IAG Wealth Partners
Wisconsin
$34.9K
US Bancorp
127
US Bancorp
Minnesota
$29.2K -$59.7K -1,196 -67%
T
128
Tidemark
California
$28.6K +$6.99K +140 +32%
PTC
129
Private Trust Company
Ohio
$26.4K -$2.15K -43 -8%
GM
130
GeoWealth Management
Illinois
$25.1K -$42.6K -854 -63%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$24K
SS
132
Sunbelt Securities
Texas
$23.6K
CAM
133
Clarity Asset Management
Iowa
$19.9K +$1.5K +30 +8%
AssetMark Inc
134
AssetMark Inc
California
$15.5K +$1.1K +22 +8%
GRP
135
Global Retirement Partners
California
$13.9K
Allianz Asset Management
136
Allianz Asset Management
Germany
$11.5K +$150 +3 +1%
GWM
137
Geneos Wealth Management
Colorado
$11.2K
SIC
138
Salem Investment Counselors
North Carolina
$6.14K +$6.14K +123 New
BCMLT
139
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.25K +$5.25K +105 New
FTUS
140
Flow Traders U.S.
New York
-$4.6M -91,937 Closed
UBS Group
141
UBS Group
Switzerland
-$2.24M -44,736 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
-$1.26M -25,220 Closed
AC
143
Avestar Capital
New York
-$903K -18,000 Closed
WAM
144
Weatherly Asset Management
California
-$247K -4,915 Closed
LS
145
Leelyn Smith
Illinois
-$201K -4,022 Closed
SMA
146
Sage Mountain Advisors
Georgia
-$32K -639 Closed
CT
147
Colonial Trust
South Carolina
-$12.5K -250 Closed
PS
148
Planned Solutions
California
-$10.8K -215 Closed
PCM
149
Penserra Capital Management
California
-$7K -148 Closed
SAG
150
SageView Advisory Group
California
-$678K