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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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: 611 (+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: 261279 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
251
Silver Oak Securities
Tennessee
$106K -$8K -154 -7%
CA
252
Clearstead Advisors
Ohio
$98.1K +$17.9K +345 +22%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$93.3K -$94.1K -1,810 -50%
PCMC
254
Planning Capital Management Corporation
Pennsylvania
$90.5K
AWM
255
Avior Wealth Management
Nebraska
$84.1K -$13.3K -255 -14%
CFGS
256
Concourse Financial Group Securities
Alabama
$80.1K
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$73.1K
RTL
258
Red Tortoise LLC
Georgia
$70.1K +$624 +12 +0.9%
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$63.5K +$63.4K +1,219 New
TCM
260
TruNorth Capital Management
Michigan
$52.1K +$52K +1,000 New
VWWMG
261
Vermillion & White Wealth Management Group
Pennsylvania
$47.4K +$2.65K +51 +6%
PS
262
Principal Securities
Iowa
$43.2K +$1.98K +38 +5%
GM
263
GeoWealth Management
Illinois
$40.1K +$25.9K +498 +182%
WP
264
WealthShield Partners
North Carolina
$34.5K -$52K -1,000 -60%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$23.5K +$23.4K +450 New
GWSG
266
GPS Wealth Strategies Group
Colorado
$23.4K -$5.2K -100 -18%
WWMSC
267
Wagner Wealth Management (South Carolina)
South Carolina
$22.8K +$22.7K +437 New
RIL
268
Rothschild Investment LLC
Illinois
$19.5K
Fidelity Investments
269
Fidelity Investments
Massachusetts
$18.8K
DFA
270
DHJJ Financial Advisors
Illinois
$15.7K +$15.6K +300 +15,000%
CIAS
271
Capital Investment Advisory Services
North Carolina
$11.3K +$104 +2 +0.9%
RAM
272
Riggs Asset Management
Pennsylvania
$10.1K
Allianz Asset Management
273
Allianz Asset Management
Germany
$8.12K -$260 -5 -3%
SIC
274
Salem Investment Counselors
North Carolina
$6.87K
Citigroup
275
Citigroup
New York
$5.21K

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.