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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

124 hedge funds and large institutions have $405M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
15
Increased
46
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$69.7M 1,408,137 -604,064 -30%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.8M 965,828 -76,055 -7%
Morgan Stanley
3
Morgan Stanley
New York
$24.4M 492,686 +5,372 +1%
BWM
4
Biltmore Wealth Management
Arizona
$17.1M 344,511 +344,511 New
OIA
5
OneDigital Investment Advisors
Kansas
$12.3M 248,577 -43,446 -15%
Cerity Partners
6
Cerity Partners
New York
$12.3M 247,532 -81,663 -25%
CA
7
Cetera Advisors
Colorado
$12M 241,713 +6,461 +3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$11.9M 240,346 +29,993 +14%
Wells Fargo
9
Wells Fargo
California
$11.9M 239,416 +44,635 +23%
CCM
10
Condor Capital Management
New Jersey
$11.5M 232,766 -168 -0.1%
SW
11
Signify Wealth
Missouri
$8.68M 175,186 +12,410 +8%
LPL Financial
12
LPL Financial
California
$8.1M 163,538 -123 -0.1%
Jane Street
13
Jane Street
New York
$7.41M 149,577 +48,899 +49%
Osaic Holdings
14
Osaic Holdings
Arizona
$7M 141,349 -9,830 -7%
OPS
15
Orion Portfolio Solutions
Nebraska
$6.85M 138,389 +54,924 +66%
BCI
16
Brinker Capital Investments
Pennsylvania
$6.85M 138,389 +54,924 +66%
WFA
17
Websterrogers Financial Advisors
South Carolina
$6.19M 124,971 -876 -0.7%
CWM
18
CarsonAllaria Wealth Management
Illinois
$6.15M 124,104 +5,026 +4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.72M 115,485 +11,519 +11%
RMDI
20
R.M. Davis Inc
Maine
$5.62M 113,378 -10,243 -8%
TCM
21
TD Capital Management
Tennessee
$5.36M 108,216 -9,485 -8%
KCM
22
Kathmere Capital Management
Pennsylvania
$5.11M 103,089 -50,734 -33%
AWA
23
Amplius Wealth Advisors
Pennsylvania
$4.76M 96,131 +14,655 +18%
Stifel Financial
24
Stifel Financial
Missouri
$4.55M 91,821 -1,240 -1%
SFM
25
Signet Financial Management
New Jersey
$4.15M 83,691 +1,533 +2%