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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
Betterment LLC
251
Betterment LLC
New York
$346K +$12.4K +237 +4%
LCM
252
Lunt Capital Management
Utah
$344K -$45.4K -869 -12%
SA
253
Sunesis Advisors
Kansas
$343K
SS
254
Sunbelt Securities
Texas
$340K -$15.8K -303 -4%
CFA
255
Cahill Financial Advisors
Minnesota
$338K
GSEP
256
Golden State Equity Partners
California
$332K +$336K +6,425 New
CB
257
Commerce Bank
Missouri
$324K
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$320K -$22.3K -427 -6%
FAIM
259
Financial Advocates Investment Management
Washington
$314K -$37K -709 -10%
VIM
260
Vista Investment Management
Pennsylvania
$311K -$27.9K -535 -8%
EW
261
Elyxium Wealth
California
$310K +$313K +5,986 New
BFF
262
Byrne Financial Freedom
Massachusetts
$308K +$311K +5,950 New
LWA
263
LifeGoal Wealth Advisors
New York
$308K +$311K +5,945 New
SMH
264
Sanders Morris Harris
Texas
$306K
DADC
265
D.A. Davidson & Co
Montana
$305K +$308K +5,887 New
GF
266
GGM Financials
Ohio
$298K +$42.7K +818 +17%
MFS
267
McNamara Financial Services
Massachusetts
$295K -$68.7K -1,316 -19%
OPWM
268
Oregon Pacific Wealth Management
Oregon
$294K +$297K +5,687 New
GI
269
Gradient Investments
Minnesota
$287K -$35.8K -686 -11%
Bank of New York Mellon
270
Bank of New York Mellon
New York
$285K +$288K +5,519 New
FF
271
Friday Financial
Iowa
$285K +$288K +5,506 New
PFA
272
Professional Financial Advisors
Nebraska
$283K -$993 -19 -0.3%
BFA
273
Beaumont Financial Advisors
Massachusetts
$281K +$39.2K +750 +16%
HFA
274
Hershey Financial Advisers
Pennsylvania
$277K +$280K +5,363 New
MAM
275
Milestone Asset Management
Pennsylvania
$274K

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.