We are live on ! Find out more
MUNI icon

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
GIM
26
Goelzer Investment Management
Indiana
$11.2M -$725K -13,881 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.2M +$549K +10,510 +5%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$10.9M -$2.32M -44,378 -17%
CAL
29
Capital Analysts LLC
Pennsylvania
$10.2M +$981K +18,774 +10%
OMC
30
Old Mission Capital
Illinois
$9.74M +$9.84M +188,295 New
BFG
31
Bleakley Financial Group
New Jersey
$9.72M +$7.03M +134,527 +252%
IAA
32
Independent Advisor Alliance
North Carolina
$9.53M +$9.62M +184,190 New
KIM
33
Kestra Investment Management
Texas
$9.14M +$109K +2,077 +1%
WAAG
34
Wealth Alliance Advisory Group
Kansas
$9.14M +$327K +6,266 +4%
MCM
35
MAI Capital Management
Ohio
$8.88M +$8.97M +171,739 New
EFN
36
Equita Financial Network
Pennsylvania
$8.42M +$482K +9,225 +6%
Stifel Financial
37
Stifel Financial
Missouri
$8.32M +$169K +3,230 +2%
FA
38
Fermata Advisors
California
$8.3M -$21.2K -405 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$7.98M +$474K +9,079 +6%
SHGA
40
Sand Hill Global Advisors
California
$7.87M -$526K -10,071 -6%
XPN
41
XY Planning Network
Montana
$7.82M +$7.9M +151,171 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7.75M +$553K +10,595 +8%
Jane Street
43
Jane Street
New York
$7.44M +$7.26M +138,983 +2,909%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$7.32M +$1.28M +24,587 +21%
BCI
45
Brinker Capital Investments
Pennsylvania
$6.8M -$955K -18,278 -12%
OPS
46
Orion Portfolio Solutions
Nebraska
$6.8M -$955K -18,278 -12%
AF
47
Allworth Financial
California
$6.69M +$723K +13,835 +12%
BWM
48
BCS Wealth Management
Tennessee
$6.56M +$477K +9,124 +8%
Truist Financial
49
Truist Financial
North Carolina
$6.43M +$5.35M +102,487 +471%
Cerity Partners
50
Cerity Partners
New York
$6.26M -$962K -18,414 -13%

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.