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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

128 hedge funds and large institutions have $418M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
46
Reduced
43
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
$77.9M 1,590,556 +182,419 +13%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$45.2M 922,710 -43,118 -4%
Morgan Stanley
3
Morgan Stanley
New York
$22.8M 466,013 -26,673 -5%
BWM
4
Biltmore Wealth Management
Arizona
$17.6M 359,195 +14,684 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$13M 266,163 +244,973 +1,156%
CA
6
Cetera Advisors
Colorado
$12.8M 261,029 +19,316 +8%
Cerity Partners
7
Cerity Partners
New York
$12.8M 260,814 +13,282 +5%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$12.7M 258,723 +18,377 +8%
LPL Financial
9
LPL Financial
California
$11.5M 234,559 +71,021 +43%
Wells Fargo
10
Wells Fargo
California
$11.4M 232,867 -6,549 -3%
CCM
11
Condor Capital Management
New Jersey
$11M 224,361 -8,405 -4%
OIA
12
OneDigital Investment Advisors
Kansas
$10.8M 219,841 -28,736 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.82M 139,230 -2,119 -1%
CWM
14
CarsonAllaria Wealth Management
Illinois
$6.24M 127,390 +3,286 +3%
TCM
15
TD Capital Management
Tennessee
$6.03M 123,177 +14,961 +14%
WFA
16
Websterrogers Financial Advisors
South Carolina
$5.94M 121,406 -3,565 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.77M 117,894 +2,409 +2%
RMDI
18
R.M. Davis Inc
Maine
$5.43M 110,993 -2,385 -2%
KCM
19
Kathmere Capital Management
Pennsylvania
$5.29M 108,012 +4,923 +5%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$5.24M 107,012 +10,881 +11%
SW
21
Signify Wealth
Missouri
$4.59M 93,734 -81,452 -46%
Stifel Financial
22
Stifel Financial
Missouri
$4.35M 88,901 -2,920 -3%
Jane Street
23
Jane Street
New York
$4.32M 88,283 -61,294 -41%
WIM
24
Westside Investment Management
California
$4.22M 86,200 +9,400 +12%
SFM
25
Signet Financial Management
New Jersey
$4.19M 85,598 +1,907 +2%