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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

68% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $1.12B → $1.2B (+$78M)

7% more funds holding

Funds holding: 261279 (+18)

0.58% less ownership

Funds ownership: 80.26%79.68% (-0.58%)

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
26
Wealth Alliance Advisory Group
Kansas
$8.86M +$289K +5,554 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$8.86M +$2.28M +43,783 +35%
CAL
28
Capital Analysts LLC
Pennsylvania
$8.8M +$357K +6,870 +4%
XF
29
XML Financial
Maryland
$8.6M -$1.68M -32,261 -16%
FA
30
Fermata Advisors
California
$8.4M -$98.1K -1,888 -1%
EFN
31
Equita Financial Network
Pennsylvania
$8.21M +$750K +14,438 +10%
BCI
32
Brinker Capital Investments
Pennsylvania
$8.05M -$1.14M -21,886 -12%
OPS
33
Orion Portfolio Solutions
Nebraska
$8.05M -$1.14M -21,886 -12%
Stifel Financial
34
Stifel Financial
Missouri
$7.81M +$1.29M +24,891 +20%
KIM
35
Kestra Investment Management
Texas
$7.69M +$7.68M +147,756 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.61M +$734K +14,127 +11%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7.31M +$603K +11,601 +9%
VFPI
38
Vantage Financial Partners (Illinois)
Illinois
$7M +$427K +8,222 +7%
AT
39
Arden Trust
Delaware
$6.94M +$52.4K +1,009 +0.8%
AF
40
Allworth Financial
California
$6.59M +$612K +11,772 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.57M +$2.03M +39,015 +45%
RMDI
42
R.M. Davis Inc
Maine
$6.46M +$3.89M +74,940 +152%
Cerity Partners
43
Cerity Partners
New York
$6.18M +$1.2M +23,018 +24%
CRA
44
Clear Rock Advisors
Texas
$6.07M +$347K +6,677 +6%
TCM
45
TD Capital Management
Tennessee
$5.9M +$1.24M +23,866 +27%
FSWA
46
Financial Synergies Wealth Advisors
Texas
$5.37M -$18.3K -352 -0.3%
BWM
47
BCS Wealth Management
Tennessee
$5.34M +$646K +12,434 +14%
SRB
48
Shotwell Rutter Baer
Michigan
$4.93M +$4.92M +94,690 New
RCAG
49
Rehmann Capital Advisory Group
Michigan
$4.93M +$551K +10,610 +13%
SC
50
Steph & Co
Wisconsin
$4.76M -$139K -2,681 -3%

MUNI Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2024, worth a combined $1.2B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MUNI positions and 12 closed out — a net gain of 21 holders — while 126 added to existing stakes and 75 trimmed.

The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was Bailard, cutting an estimated $8.31M.

  • 279 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2024, up from 261 in Q1 2024.
  • Funds reported $1.2B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2024, up 6.9% quarter-over-quarter.
  • 33 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2024 and 12 closed out, a net change of +21 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2024 was UBS Group, an estimated $16.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2024 was Bailard, an estimated $8.31M sold.

Based on aggregated 13F filings for Q2 2024.