PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
203 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 17 closing their positions.
235% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 17
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
40% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 53
32% more capital invested
Capital invested by funds: $555M → $734M (+$178M)
20% more funds holding
Funds holding: 169 → 203 (+34)
2.33% more ownership
Funds ownership: 73.79% → 76.11% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$31.5M |
| 2 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
+$22.9M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$18.5M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$16.4M |
| 5 |
Renaissance Technologies
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$16.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.3M |
| 3 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$10M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.72M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$7.47M |
MUNI Hedge Fund Activity: Q4 2022 in Review
203 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2022, worth a combined $734M — up 32% from $555M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MUNI positions and 17 closed out — a net gain of 40 holders — while 74 added to existing stakes and 53 trimmed.
The largest buyer was LPL Financial, adding an estimated $31.5M. The largest seller was Miracle Mile Advisors, cutting an estimated $16.1M.
- 203 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2022, up from 169 in Q3 2022.
- Funds reported $734M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2022, up 32% quarter-over-quarter.
- 57 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2022 and 17 closed out, a net change of +40 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2022 was LPL Financial, an estimated $31.5M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2022.