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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

73 hedge funds and large institutions have $314M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
31
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M 1,966,768 +562,409 +40%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$57.4M 1,114,924
OIA
3
OneDigital Investment Advisors
Kansas
$31.4M 610,030 +66,752 +12%
Morgan Stanley
4
Morgan Stanley
New York
$15.1M 293,513 +24,356 +9%
KCM
5
Kathmere Capital Management
Pennsylvania
$9.59M 186,435 -42,214 -18%
RMDI
6
R.M. Davis Inc
Maine
$8.75M 169,979 +55,630 +49%
SW
7
Signify Wealth
Missouri
$8.66M 168,331 -8,222 -5%
Jane Street
8
Jane Street
New York
$7.5M 145,717 +145,717 New
Citadel Advisors
9
Citadel Advisors
Florida
$7.46M 145,071 +145,071 New
WFA
10
Websterrogers Financial Advisors
South Carolina
$5.15M 100,028 +3,773 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.82M 93,628 +12,926 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.83M 74,484 +62,972 +547%
Wells Fargo
13
Wells Fargo
California
$3.36M 65,280 +16,755 +35%
UBS Group
14
UBS Group
Switzerland
$2.31M 44,895 +3,138 +8%
SL
15
SWMG LLC
Texas
$2.25M 43,764 +43,764 New
HCM
16
Hollencrest Capital Management
California
$2.24M 43,602 +1,154 +3%
SW
17
StrongBox Wealth
Missouri
$1.98M 38,388 +38,388 New
LRPA
18
L. Roy Papp & Associates
Arizona
$1.96M 38,066 -770 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.96M 38,055 +6,197 +19%
NC
20
NewSquare Capital
Pennsylvania
$1.85M 35,956 -5,419 -13%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.82M 35,381 -5,748 -14%
YIA
22
YHB Investment Advisors
Connecticut
$1.7M 33,005 +1,180 +4%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.7M 32,973 -5,498 -14%
LWMG
24
Levy Wealth Management Group
Pennsylvania
$1.59M 30,928 +10,422 +51%
AWA
25
Arete Wealth Advisors
Illinois
$1.58M 30,700 -1,838 -6%