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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

71 hedge funds and large institutions have $192M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
30
Reduced
16
Closed
3
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
$24.2M 470,181 +44,363 +10%
Bank of America
3
Bank of America
North Carolina
$19.5M 379,855 +6,435 +2%
Morgan Stanley
4
Morgan Stanley
New York
$11.6M 225,529 +6,277 +3%
MW
5
MBL Wealth
North Carolina
$7.38M 143,441 +143,441 New
KCM
6
Kathmere Capital Management
Pennsylvania
$6.94M 134,873 +134,873 New
SW
7
Signify Wealth
Missouri
$6.91M 134,304 +134,304 New
WFA
8
Websterrogers Financial Advisors
South Carolina
$4.5M 87,435 +87,435 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.63M 70,530 +9,622 +16%
Wells Fargo
10
Wells Fargo
California
$3.38M 65,684 -175 -0.3%
Jane Street
11
Jane Street
New York
$2.78M 54,108 -38,528 -42%
RMDI
12
R.M. Davis Inc
Maine
$2.75M 53,489 +16,320 +44%
NC
13
NewSquare Capital
Pennsylvania
$2.6M 50,521 +11,859 +31%
BCI
14
Brinker Capital Investments
Pennsylvania
$2M 38,926 +22,485 +137%
LRPA
15
L. Roy Papp & Associates
Arizona
$2M 38,836 +20,988 +118%
YIA
16
YHB Investment Advisors
Connecticut
$1.94M 37,620 -600 -2%
UBS Group
17
UBS Group
Switzerland
$1.92M 37,247 +4,261 +13%
FNC
18
First National Corp
Massachusetts
$1.6M 31,134 +4,121 +15%
AWA
19
Arete Wealth Advisors
Illinois
$1.49M 28,968 +1,292 +5%
NA
20
Nottingham Advisors
New York
$1.46M 28,458 +4,344 +18%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.46M 28,372 +6,385 +29%
MA
22
MJP Associates
Connecticut
$1.39M 26,992 +26,992 New
CWM
23
Cornerstone Wealth Management
Missouri
$1.28M 24,804 +8,051 +48%
VFA
24
Voya Financial Advisors
Connecticut
$1.27M 24,627 +1,895 +8%
CA
25
Crumly & Associates
Illinois
$1.19M 23,205 -17,579 -43%