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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

40 hedge funds and large institutions have $87.7M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.4M +$57.4M +1,114,924 New
SCA
2
Stokes Capital Advisors
South Carolina
$4.82M +$292K +5,800 +6%
Wells Fargo
3
Wells Fargo
California
$4.62M +$922K +18,296 +25%
Bank of America
4
Bank of America
North Carolina
$3.53M -$2.01M -39,954 -36%
Morgan Stanley
5
Morgan Stanley
New York
$2.96M -$496K -9,847 -14%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.47M +$538K +10,671 +58%
UBS Group
7
UBS Group
Switzerland
$1.14M -$91.1K -1,810 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.11M -$8.31K -165 -0.7%
First Trust Advisors
9
First Trust Advisors
Illinois
$1M -$189K -3,745 -16%
BCI
10
Brinker Capital Investments
Pennsylvania
$900K +$20.8K +413 +2%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$899K +$899K +17,856 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$713K +$2.17K +43 +0.3%
PEA
13
Pacific Edge Advisors
California
$554K -$55.4K -1,100 -9%
CFS
14
Ceros Financial Services
Maryland
$504K +$504K +10,000 New
AP
15
Advisors Preferred
Maryland
$504K +$504K +10,000 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$478K +$476K +9,453 +20,550%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$455K +$143K +2,832 +46%
LPL Financial
18
LPL Financial
California
$419K +$8.67K +172 +2%
CWM
19
Cornerstone Wealth Management
Missouri
$388K +$44.2K +975 +13%
HighTower Advisors
20
HighTower Advisors
Illinois
$350K +$145K +2,890 +71%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$344K
TCM
22
TD Capital Management
Tennessee
$344K +$11.7K +233 +4%
AG
23
Advisor Group
Arizona
$322K +$53.5K +1,061 +20%
BRWA
24
B. Riley Wealth Advisors
Florida
$273K +$273K +5,416 New
RMDI
25
R.M. Davis Inc
Maine
$269K