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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

42 hedge funds and large institutions have $105M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.4M 1,114,924
Bank of America
2
Bank of America
North Carolina
$8.23M 162,473 +102,809 +172%
OIA
3
OneDigital Investment Advisors
Kansas
$5.83M 115,147 -44,782 -28%
Wells Fargo
4
Wells Fargo
California
$4.82M 95,071 +1,315 +1%
SCA
5
Stokes Capital Advisors
South Carolina
$4.73M 93,375 -5,250 -5%
Morgan Stanley
6
Morgan Stanley
New York
$3.54M 69,986 +3,789 +6%
UBS Group
7
UBS Group
Switzerland
$1.6M 31,637 +6,836 +28%
Citadel Advisors
8
Citadel Advisors
Florida
$1.48M 29,305 -797 -3%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.32M 26,047 +26,047 New
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.28M 25,278 +3,240 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.23M 24,338 +5,520 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.12M 22,146 -6,938 -24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.08M 21,365 +666 +3%
FNC
14
First National Corp
Massachusetts
$1.08M 21,295 +21,295 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.01M 19,874 +857 +5%
LRPA
16
L. Roy Papp & Associates
Arizona
$904K 17,848
NC
17
NewSquare Capital
Pennsylvania
$741K 14,631 +14,631 New
AP
18
Advisors Preferred
Maryland
$667K 13,170 +3,140 +31%
BRWA
19
B. Riley Wealth Advisors
Florida
$580K 11,440 +4,178 +58%
LCM
20
Leisure Capital Management
California
$470K 9,288 +9,288 New
AG
21
Advisor Group
Arizona
$468K 9,230 +198 +2%
PEA
22
Pacific Edge Advisors
California
$466K 9,200 -800 -8%
CWM
23
Cornerstone Wealth Management
Missouri
$449K 8,861 -141 -2%
LPL Financial
24
LPL Financial
California
$444K 8,760 +262 +3%
APA
25
American Portfolios Advisors
New York
$399K 7,880 +1,373 +21%