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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

72 hedge funds and large institutions have $267M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
31
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$72.1M 1,404,359 +1,024,504 +270%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$57.4M 1,114,924
OIA
3
OneDigital Investment Advisors
Kansas
$27.9M 543,278 +73,097 +16%
Morgan Stanley
4
Morgan Stanley
New York
$13.8M 269,157 +43,628 +19%
KCM
5
Kathmere Capital Management
Pennsylvania
$11.7M 228,649 +93,776 +70%
SW
6
Signify Wealth
Missouri
$9.07M 176,553 +42,249 +31%
MW
7
MBL Wealth
North Carolina
$8.61M 167,716 +24,275 +17%
RMDI
8
R.M. Davis Inc
Maine
$5.87M 114,349 +60,860 +114%
WFA
9
Websterrogers Financial Advisors
South Carolina
$4.94M 96,255 +8,820 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.14M 80,702 +10,172 +14%
FNC
11
First National Corp
Massachusetts
$3.43M 66,825 +35,691 +115%
Wells Fargo
12
Wells Fargo
California
$2.49M 48,525 -17,159 -26%
HCM
13
Hollencrest Capital Management
California
$2.18M 42,448 +42,448 New
UBS Group
14
UBS Group
Switzerland
$2.14M 41,757 +4,510 +12%
NC
15
NewSquare Capital
Pennsylvania
$2.13M 41,375 -9,146 -18%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$2.11M 41,129 +41,129 New
OMC
17
Old Mission Capital
Illinois
$2.11M 41,031 +41,031 New
LRPA
18
L. Roy Papp & Associates
Arizona
$1.99M 38,836
BCI
19
Brinker Capital Investments
Pennsylvania
$1.98M 38,471 -455 -1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.9M 36,988 +36,988 New
AWA
21
Arete Wealth Advisors
Illinois
$1.67M 32,538 +3,570 +12%
YIA
22
YHB Investment Advisors
Connecticut
$1.64M 31,825 -5,795 -15%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.64M 31,858 +3,486 +12%
MA
24
MJP Associates
Connecticut
$1.57M 30,562 +3,570 +13%
NA
25
Nottingham Advisors
New York
$1.33M 25,857 -2,601 -9%