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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
Allianz Asset Management
326
Allianz Asset Management
Germany
$14.3K +$6.16K +118 +75%
PWA
327
Physician Wealth Advisors
Utah
$13.9K +$14K +268 New
CIAS
328
Capital Investment Advisory Services
North Carolina
$11.4K +$104 +2 +0.9%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$7.45K -$87.6K -1,677 -92%
TAM
330
Tucker Asset Management
Colorado
$3.62K
MHR
331
Matthew Hamilton Rosenberg
$2.09K
AWM
332
AE Wealth Management
Kansas
$983 +$993 +19 New
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$672 +$104 +2 +18%
AssetMark Inc
334
AssetMark Inc
California
$259
MWA
335
Martel Wealth Advisors
Washington
-$939K -17,823 Closed
NDSI
336
Newman Dignan & Sheerar Inc
Rhode Island
-$635K -12,202 Closed
LNWWM
337
Laird Norton Wetherby Wealth Management
California
-$644K -12,150 Closed
CA
338
Crumly & Associates
Illinois
-$401K -7,575 Closed
PA
339
PFG Advisors
Arizona
-$312K -5,887 Closed
CMS
340
Capital Market Strategies
Florida
-$257K -4,856 Closed
SP
341
Stablepoint Partners
Massachusetts
-$232K -4,379 Closed
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
-$229K -4,324 Closed
JF
343
JSF Financial
California
-$212K -4,000 Closed
CAG
344
Crestwood Advisors Group
Massachusetts
-$201K -3,800 Closed
TAM
345
Titleist Asset Management
Texas
-$201K -3,800 Closed
CWA
346
Consilium Wealth Advisory
Texas
-$201K -3,790 Closed
PS
347
Planned Solutions
California
-$99.2K -1,872 Closed
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
-$68.9K -1,300 Closed
FAM
349
Flaharty Asset Management
Florida
-$30.5K -576 Closed
GWSG
350
GPS Wealth Strategies Group
Colorado
-$23.8K -450 Closed

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.