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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
ASN
276
Advisory Services Network
Georgia
$270K -$233K -4,457 -46%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$269K
SWM
278
Seaside Wealth Management
California
$262K
MA
279
Mutual Advisors
Nebraska
$258K
CA
280
Continuum Advisory
Idaho
$258K -$34.9K -668 -12%
CAM
281
Cozad Asset Management
Illinois
$256K -$47K -900 -15%
SCA
282
Stokes Capital Advisors
South Carolina
$252K
IA
283
IFP Advisors
Florida
$251K +$9.51K +182 +4%
FHC
284
First Heartland Consultants
Missouri
$249K -$17.5K -335 -6%
LJAC
285
L.J. Altfest & Co
New York
$248K +$251K +4,798 New
AQR Capital Management
286
AQR Capital Management
Connecticut
$248K +$250K +4,794 New
LKBC
287
L.K. Benson & Company
Maryland
$238K +$240K +4,598 New
KFI
288
Key Financial Inc
Pennsylvania
$235K
AF
289
Advisornet Financial
Minnesota
$233K -$703K -13,464 -75%
PCIA
290
Prime Capital Investment Advisors
Kansas
$226K -$3.45K -66 -1%
BEI
291
Benjamin Edwards Inc
Missouri
$224K
SF
292
Synovus Financial
Georgia
$216K +$1.04K +20 +0.5%
SEIA
293
Signature Estate & Investment Advisors
California
$207K +$418 +8 +0.2%
MEG
294
Millstone Evans Group
Colorado
$207K +$209K +4,000 New
GA
295
Goldstein Advisors
Wisconsin
$207K +$5.28K +101 +3%
SXL
296
Summit X LLC
Missouri
$206K -$184K -3,514 -47%
HIP
297
HUB Investment Partners
Texas
$200K
AWM
298
Accredited Wealth Management
Kentucky
$162K +$163K +3,125 New
PS
299
Principal Securities
Iowa
$122K +$1.1K +21 +0.9%
WI
300
Wintrust Investments
Illinois
$116K +$8.72K +167 +8%

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.