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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

47 hedge funds and large institutions have $109M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
22
Reduced
5
Closed
6
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
OIA
2
OneDigital Investment Advisors
Kansas
$8.78M 173,428 +58,281 +51%
Bank of America
3
Bank of America
North Carolina
$8.65M 170,905 +8,432 +5%
Wells Fargo
4
Wells Fargo
California
$5.05M 99,739 +4,668 +5%
SCA
5
Stokes Capital Advisors
South Carolina
$4.87M 96,280 +2,905 +3%
Morgan Stanley
6
Morgan Stanley
New York
$3.62M 71,553 +1,567 +2%
UBS Group
7
UBS Group
Switzerland
$1.55M 30,511 -1,126 -4%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.25M 24,688 -1,359 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.24M 24,540 +202 +0.8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.23M 24,290 +2,144 +10%
NC
11
NewSquare Capital
Pennsylvania
$1.2M 23,696 +9,065 +62%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.19M 23,436 +2,071 +10%
FNC
13
First National Corp
Massachusetts
$1.09M 21,482 +187 +0.9%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.09M 21,444 +1,570 +8%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$950K 18,756 -6,522 -26%
LRPA
16
L. Roy Papp & Associates
Arizona
$904K 17,848
CA
17
Crumly & Associates
Illinois
$836K 16,510 +16,510 New
Stifel Financial
18
Stifel Financial
Missouri
$779K 15,437 +10,804 +233%
BRWA
19
B. Riley Wealth Advisors
Florida
$552K 10,895 -545 -5%
Jane Street
20
Jane Street
New York
$542K 10,705 +10,705 New
AG
21
Advisor Group
Arizona
$541K 10,686 +1,456 +16%
LCM
22
Leisure Capital Management
California
$530K 10,472 +1,184 +13%
APA
23
American Portfolios Advisors
New York
$501K 9,906 +2,026 +26%
CWM
24
Cornerstone Wealth Management
Missouri
$497K 9,808 +947 +11%
LPL Financial
25
LPL Financial
California
$467K 9,220 +460 +5%