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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

334 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 17

181% more capital invested

Capital invested by funds: $1.28B → $3.6B (+$2.32B)

71% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 83

16% more funds holding

Funds holding: 288334 (+46)

6.69% more ownership

Funds ownership: 75.85%82.54% (+6.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
334
Holders Change
+46
Holders Change %
+15.97%
% of All Funds
4.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
69
Increased
142
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$436K -$12.8K -245 -3%
PWG
227
Private Wealth Group
Florida
$435K +$439K +8,405 New
CWG
228
Crown Wealth Group
North Carolina
$434K -$577K -11,044 -57%
HGA
229
Hobbs Group Advisors
South Carolina
$426K -$82.4K -1,577 -16%
VC
230
Vicus Capital
Pennsylvania
$423K +$7.31K +140 +2%
FAFN
231
First Affirmative Financial Network
Colorado
$422K +$21.4K +410 +5%
CFP
232
Curran Financial Partners
South Carolina
$414K +$190K +3,631 +83%
MPW
233
Magnolia Private Wealth
Pennsylvania
$406K +$410K +7,845 New
ALA
234
Atlas Legacy Advisors
California
$404K +$408K +7,803 New
4WM
235
49 Wealth Management
Texas
$403K +$42.1K +805 +12%
DWM
236
DecisionMap Wealth Management
Virginia
$398K +$402K +7,697 New
CCFM
237
Clear Creek Financial Management
Washington
$393K +$522 +10 +0.1%
RFG
238
REAP Financial Group
Texas
$386K +$2.25K +43 +0.6%
AA
239
Armis Advisers
Georgia
$386K +$390K +7,456 New
BCA
240
Ballentine Capital Advisors
South Carolina
$379K -$130K -2,497 -25%
HWM
241
Howard Wealth Management
Connecticut
$378K +$36.1K +691 +10%
GWM
242
Geneos Wealth Management
Colorado
$376K +$27.5K +526 +8%
DC
243
Davenport & Co
Virginia
$373K +$36.6K +700 +11%
CPA
244
Clear Point Advisors
New York
$371K -$11.4K -219 -3%
EH
245
Equitable Holdings
New York
$365K +$52.2K +1,000 +17%
DWS
246
Discipline Wealth Solutions
South Carolina
$364K +$368K +7,039 New
1WM
247
1900 Wealth Management
Texas
$364K
CB
248
Centennial Bank
Arkansas
$357K
BDFN
249
Bond & Devick Financial Network
Minnesota
$355K
MFGM
250
Marshall Financial Group (Maryland)
Maryland
$349K +$353K +6,751 New

MUNI Hedge Fund Activity: Q4 2024 in Review

334 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2024, worth a combined $3.6B — up 181% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MUNI positions and 17 closed out — a net gain of 52 holders — while 142 added to existing stakes and 83 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $41.2M. The largest seller was Towneley Capital Management, cutting an estimated $42.9M.

  • 334 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2024, up from 288 in Q3 2024.
  • Funds reported $3.6B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2024, up 181% quarter-over-quarter.
  • 69 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2024 and 17 closed out, a net change of +52 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2024 was Dynasty Wealth Management, an estimated $41.2M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2024 was Towneley Capital Management, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2024.