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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

139 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
57
Reduced
42
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
$54.3M 1,088,615 -9,210 -0.8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$42.7M 856,174 +3,108 +0.4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.9M 639,166 +97,535 +18%
Morgan Stanley
4
Morgan Stanley
New York
$30.2M 604,913 -658,351 -52%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.3M 407,501 +407,501 New
BWM
6
Biltmore Wealth Management
Arizona
$18.5M 368,867
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$16.3M 326,735 +39,891 +14%
CA
8
Cetera Advisors
Colorado
$15.5M 311,102 +20,281 +7%
Cerity Partners
9
Cerity Partners
New York
$13M 260,066 -11,929 -4%
CCM
10
Condor Capital Management
New Jersey
$11.4M 228,483 -1,572 -0.7%
Wells Fargo
11
Wells Fargo
California
$10.1M 202,718 -4,622 -2%
TCM
12
TD Capital Management
Tennessee
$10.1M 202,486 +26,559 +15%
LPL Financial
13
LPL Financial
California
$9.26M 185,620 -4,798 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$7.26M 145,487 +145,487 New
WFA
15
Websterrogers Financial Advisors
South Carolina
$5.9M 118,204 +10,288 +10%
OIA
16
OneDigital Investment Advisors
Kansas
$5.32M 106,605 -7,474 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.09M 102,068 +9,272 +10%
CWM
18
CarsonAllaria Wealth Management
Illinois
$4.95M 99,174 -27,113 -21%
Stifel Financial
19
Stifel Financial
Missouri
$4.85M 97,243 +2,522 +3%
CAN
20
Cetera Advisor Networks
California
$4.72M 94,592 +3,388 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.34M 86,883 +2,198 +3%
SFM
22
Signet Financial Management
New Jersey
$4.33M 86,807 +2,390 +3%
WIM
23
Westside Investment Management
California
$4.07M 79,850 -6,100 -7%
RMDI
24
R.M. Davis Inc
Maine
$3.72M 74,525 -8,626 -10%
KLI
25
Kelman-Lazarov Inc
Tennessee
$3.72M 74,475 +5,660 +8%