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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
HI
301
Harbour Investments
Wisconsin
$112K -$129K -2,467 -53%
ACA
302
Aptus Capital Advisors
Alabama
$108K +$109K +2,085 New
TCOV
303
Trust Company of Vermont
Vermont
$99.1K +$100K +1,915 New
CA
304
Clearstead Advisors
Ohio
$98.8K +$731 +14 +0.7%
GM
305
GeoWealth Management
Illinois
$97.8K +$33.8K +647 +52%
CFGS
306
Concourse Financial Group Securities
Alabama
$94.4K +$14.9K +285 +19%
AG
307
AmeriFlex Group
Nevada
$88.8K +$89.4K +1,711 New
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$87.9K
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$80.4K
AWM
310
Avior Wealth Management
Nebraska
$76.9K
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$73.7K -$19K -364 -20%
RTL
312
Red Tortoise LLC
Georgia
$70.9K +$575 +11 +0.8%
CFS
313
Compass Financial Services
Iowa
$60.2K +$60.8K +1,163 New
TCM
314
TruNorth Capital Management
Michigan
$51.7K
VWWMG
315
Vermillion & White Wealth Management Group
Pennsylvania
$44.3K -$2.72K -52 -6%
VNA
316
Valley National Advisers
Pennsylvania
$35K +$4.86K +93 +16%
WP
317
WealthShield Partners
North Carolina
$34.4K
RIL
318
Rothschild Investment LLC
Illinois
$19.4K
WT
319
Washington Trust
Rhode Island
$17.3K +$17.5K +335 New
Fidelity Investments
320
Fidelity Investments
Massachusetts
$16.6K -$1.67K -32 -9%
DFA
321
DHJJ Financial Advisors
Illinois
$15.6K
NWWA
322
New Wave Wealth Advisors
Arkansas
$14.9K +$15.1K +289 New
AP
323
Aspect Partners
Virginia
$14.8K +$14.9K +286 New
GSWM
324
Golden State Wealth Management
California
$14.8K +$14.9K +285 New
FHA
325
First Horizon Advisors
Tennessee
$14.3K -$292K -5,590 -95%

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.