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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

142 hedge funds and large institutions have $443M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
64
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.1M +$2.85M +57,188 +5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$38.5M -$4.16M -83,410 -10%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$32.8M +$920K +18,450 +3%
Morgan Stanley
4
Morgan Stanley
New York
$30.2M +$23.5K +472 +0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$23.2M +$2.85M +57,130 +14%
BWM
6
Biltmore Wealth Management
Arizona
$18.7M +$296K +5,938 +2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$17.4M +$1.1M +22,053 +7%
LPL Financial
8
LPL Financial
California
$16.3M +$7.02M +140,695 +76%
Cerity Partners
9
Cerity Partners
New York
$13.4M +$475K +9,521 +4%
TCM
10
TD Capital Management
Tennessee
$13M +$2.94M +58,935 +29%
CCM
11
Condor Capital Management
New Jersey
$11.8M +$416K +8,346 +4%
Wells Fargo
12
Wells Fargo
California
$11.6M +$1.51M +30,282 +15%
WFA
13
Websterrogers Financial Advisors
South Carolina
$6.35M +$459K +9,203 +8%
CWM
14
CarsonAllaria Wealth Management
Illinois
$5.21M +$267K +5,360 +5%
Stifel Financial
15
Stifel Financial
Missouri
$5.13M +$281K +5,643 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.08M -$7.48K -150 -0.1%
OIA
17
OneDigital Investment Advisors
Kansas
$4.6M -$720K -14,430 -14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.58M +$251K +5,038 +6%
SFM
19
Signet Financial Management
New Jersey
$4.45M +$124K +2,477 +3%
NA
20
NewEdge Advisors
Louisiana
$4.2M +$3.58M +71,765 +576%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.95M +$576K +11,545 +17%
WIM
22
Westside Investment Management
California
$3.85M -$130K -2,600 -3%
KLI
23
Kelman-Lazarov Inc
Tennessee
$3.84M +$130K +2,601 +3%
RMDI
24
R.M. Davis Inc
Maine
$3.3M -$420K -8,417 -11%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$3.24M +$1.95M +39,130 +151%