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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 62

7% more capital invested

Capital invested by funds: $665M → $712M (+$46.6M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0.82% more ownership

Funds ownership: 71.69% → 72.52% (+0.82%)

1% less funds holding

Funds holding: 217 → 215 (-2)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$9.01M
2
OPS
Orion Portfolio Solutions
Nebraska
+$9.01M
3
Morgan Stanley
Morgan Stanley
New York
+$8.87M
4
Stifel Financial
Stifel Financial
Missouri
+$3.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.16M

Top Sellers

1
FA
Fermata Advisors
California
-$9.04M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.74M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.34M
4
UBS Group
UBS Group
Switzerland
-$5.87M
5
GIM
Goelzer Investment Management
Indiana
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$5.03M -$1.53M -29,432 -23%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.99M +$1.12M +21,544 +29%
Renaissance Technologies
28
Renaissance Technologies
New York
$4.56M -$6.74M -129,895 -60%
AF
29
Allworth Financial
California
$4.53M -$722K -13,904 -14%
FSWA
30
Financial Synergies Wealth Advisors
Texas
$4.4M +$159K +3,056 +4%
MMA
31
Miracle Mile Advisors
California
$4.01M +$1.98M +38,062 +97%
Cerity Partners
32
Cerity Partners
New York
$3.96M +$1.27M +24,540 +47%
Jane Street
33
Jane Street
New York
$3.83M +$812K +15,634 +27%
SC
34
Steph & Co
Wisconsin
$3.83M +$293K +5,642 +8%
AT
35
Arden Trust
Delaware
$3.81M +$2.65M +50,999 +228%
CWM
36
CarsonAllaria Wealth Management
Illinois
$3.78M +$221K +4,257 +6%
FIBT
37
First International Bank & Trust
North Dakota
$3.74M +$41.6K +801 +1%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$3.6M -$102K -1,971 -3%
FM
39
Foster & Motley
Ohio
$3.59M -$238K -4,586 -6%
TCM
40
TD Capital Management
Tennessee
$3.55M +$1.13M +21,722 +46%
SW
41
Signify Wealth
Missouri
$3.43M +$207K +3,981 +6%
BWM
42
BCS Wealth Management
Tennessee
$3.24M +$331K +6,373 +11%
Financial Engines Advisors
43
Financial Engines Advisors
California
$3.21M +$117K +2,246 +4%
VWA
44
Visionary Wealth Advisors
Illinois
$3.18M +$1.14M +21,923 +56%
SMG
45
Smart Money Group
Texas
$3.12M +$633K +12,188 +25%
NA
46
NewEdge Advisors
Louisiana
$3.09M +$133K +2,566 +5%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$3.05M -$12K -232 -0.4%
BWG
48
Beta Wealth Group
California
$3.05M +$1.37M +26,432 +82%
SAG
49
SageView Advisory Group
California
$2.96M +$34.3K +660 +1%
AFO
50
Arrowroot Family Office
California
$2.91M -$46.7K -900 -2%
1
2
3 4 5

MUNI Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2023, worth a combined $712M — up 7% from $665M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUNI positions and 16 closed out — a net gain of 1 holder — while 96 added to existing stakes and 62 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $9.01M. The largest seller was Fermata Advisors, exiting entirely with an estimated $9.04M sold.

  • 215 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2023, down from 217 in Q1 2023.
  • Funds reported $712M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2023, up 7% quarter-over-quarter.
  • 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2023 was Brinker Capital Investments, an estimated $9.01M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2023 was Fermata Advisors, an estimated $9.04M sold.

Based on aggregated 13F filings for Q2 2023.