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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

112 hedge funds and large institutions have $466M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
38
Reduced
37
Closed
11
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 2,042,269 -97,380 -5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61.2M 1,240,685 -250,229 -17%
Jane Street
3
Jane Street
New York
$44.8M 908,972 +447,232 +97%
Morgan Stanley
4
Morgan Stanley
New York
$23.5M 476,843 -131,574 -22%
Cerity Partners
5
Cerity Partners
New York
$18M 364,909 +12,100 +3%
OIA
6
OneDigital Investment Advisors
Kansas
$15.1M 306,922 -127,322 -29%
CCM
7
Condor Capital Management
New Jersey
$13.1M 264,810 -36,786 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.5M 232,484 -26,785 -10%
HighTower Advisors
9
HighTower Advisors
Illinois
$11.3M 230,217 +207,061 +894%
Wells Fargo
10
Wells Fargo
California
$10.2M 207,151 -20,167 -9%
CA
11
Cetera Advisors
Colorado
$9.7M 196,863 +110,887 +129%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$8.84M 179,245 +179,245 New
SW
13
Signify Wealth
Missouri
$7.63M 154,752 +10,074 +7%
KCM
14
Kathmere Capital Management
Pennsylvania
$7.15M 144,947 +35,210 +32%
CWM
15
CarsonAllaria Wealth Management
Illinois
$6.25M 126,768 -35,052 -22%
WFA
16
Websterrogers Financial Advisors
South Carolina
$6.13M 124,348 -6,060 -5%
RMDI
17
R.M. Davis Inc
Maine
$5.84M 118,408 +100 +0.1%
TCM
18
TD Capital Management
Tennessee
$5.77M 117,082 -10,295 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.03M 101,992 -7,677 -7%
LPL Financial
20
LPL Financial
California
$4.72M 95,667 +7,101 +8%
Stifel Financial
21
Stifel Financial
Missouri
$4.51M 91,560 +4,518 +5%
Truist Financial
22
Truist Financial
North Carolina
$4.33M 87,792 +9,247 +12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.25M 86,120 +6,977 +9%
AWA
24
Amplius Wealth Advisors
Pennsylvania
$3.95M 80,077 +80,077 New
MW
25
MBL Wealth
North Carolina
$3.52M 71,391 +12,215 +21%