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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

68% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $1.12B → $1.2B (+$78M)

7% more funds holding

Funds holding: 261 → 279 (+18)

0.58% less ownership

Funds ownership: 80.26% → 79.68% (-0.58%)

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$16.7M
2
NA
NewEdge Advisors
Louisiana
+$10.3M
3
CM
Cercano Management
Washington
+$9.94M
4
Morgan Stanley
Morgan Stanley
New York
+$6.92M
5
Wells Fargo
Wells Fargo
California
+$5.94M

Top Sellers

Rank Fund Capital Flow
1
B
Bailard
California
-$8.31M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.07M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.38M
4
Jane Street
Jane Street
New York
-$1.84M
5
TCM
Towneley Capital Management
California
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
226
Mariner
Kansas
$279K -$23K -443 -8%
MAM
227
Milestone Asset Management
Pennsylvania
$275K – – –
EH
228
Equitable Holdings
New York
$270K – – –
MA
229
Mutual Advisors
Nebraska
$262K – – –
PA
230
PFG Advisors
Arizona
$254K +$9.98K +192 +4%
SCA
231
Stokes Capital Advisors
South Carolina
$254K – – –
SWM
232
Seaside Wealth Management
California
$254K +$54.9K +1,057 +28%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$252K -$16.5K -317 -6%
BFA
234
Beaumont Financial Advisors
Massachusetts
$244K – – –
PAWA
235
Palo Alto Wealth Advisors
California
$242K +$11.5K +222 +5%
IA
236
IFP Advisors
Florida
$241K -$18.6K -358 -7%
KFI
237
Key Financial Inc
Pennsylvania
$239K – – –
FFN
238
Focus Financial Network
Minnesota
$236K -$88.9K -1,710 -28%
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$234K – – –
SP
240
Stablepoint Partners
Massachusetts
$233K +$231K +4,444 New
PCIA
241
Prime Capital Investment Advisors
Kansas
$232K -$6.76K -130 -3%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$213K – – –
JF
243
JSF Financial
California
$208K – – –
IF
244
Intrua Financial
Texas
$207K +$206K +3,972 New
BFA
245
Bright Financial Advisors
Michigan
$203K +$203K +3,906 New
GA
246
Goldstein Advisors
Wisconsin
$203K +$203K +3,898 New
HIP
247
HUB Investment Partners
Texas
$201K +$201K +3,868 New
CAM
248
Cozad Asset Management
Illinois
$200K – – –
SSB
249
Sandy Spring Bank
Maryland
$179K +$178K +3,430 New
HI
250
Harbour Investments
Wisconsin
$143K +$52 +1 +0%
8 9
10
11 12

MUNI Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2024, worth a combined $1.2B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MUNI positions and 12 closed out — a net gain of 21 holders — while 126 added to existing stakes and 75 trimmed.

The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was Bailard, cutting an estimated $8.31M.

  • 279 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2024, up from 261 in Q1 2024.
  • Funds reported $1.2B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2024, up 6.9% quarter-over-quarter.
  • 33 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2024 and 12 closed out, a net change of +21 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2024 was UBS Group, an estimated $16.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2024 was Bailard, an estimated $8.31M sold.

Based on aggregated 13F filings for Q2 2024.