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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

88 hedge funds and large institutions have $430M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
20
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
$122M 2,382,679 +624,748 +36%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$52.4M 1,022,786 +1,022,786 New
OIA
3
OneDigital Investment Advisors
Kansas
$32.7M 638,199 +24,690 +4%
Morgan Stanley
4
Morgan Stanley
New York
$31.2M 608,841 +111,226 +22%
PP
5
Palladium Partners
Virginia
$29.9M 583,488 +123,058 +27%
Jane Street
6
Jane Street
New York
$27.8M 542,330 -47,972 -8%
SW
7
Signify Wealth
Missouri
$23.3M 455,559 +247,966 +119%
RMDI
8
R.M. Davis Inc
Maine
$9.82M 191,577 +7,978 +4%
KCM
9
Kathmere Capital Management
Pennsylvania
$9.46M 184,707 -13,025 -7%
CWM
10
CarsonAllaria Wealth Management
Illinois
$6.81M 132,958 +132,958 New
WFA
11
Websterrogers Financial Advisors
South Carolina
$5.84M 113,919 +10,683 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$5.57M 108,668 -62,824 -37%
TCM
13
TD Capital Management
Tennessee
$4.53M 88,342 +42,385 +92%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.26M 83,103 -4,410 -5%
Wells Fargo
15
Wells Fargo
California
$4.18M 81,597 +113 +0.1%
FNC
16
First National Corp
Massachusetts
$3.12M 60,971 +1,534 +3%
SL
17
SWMG LLC
Texas
$2.94M 57,367 +10,927 +24%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.7M 52,717 -29,652 -36%
UBS Group
19
UBS Group
Switzerland
$2.63M 51,424 +6,445 +14%
LPL Financial
20
LPL Financial
California
$2.18M 42,603 +2,921 +7%
LWMG
21
Levy Wealth Management Group
Pennsylvania
$2.04M 39,719 +6,845 +21%
KFC
22
Klingenstein Fields & Co
New York
$1.99M 38,924 +15,609 +67%
COF
23
Capital One Financial
Virginia
$1.99M 38,911 +887 +2%
LRPA
24
L. Roy Papp & Associates
Arizona
$1.95M 38,066
AI
25
Atria Investments
North Carolina
$1.88M 36,658 +1 +0%