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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

217 hedge funds and large institutions have $665M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

7% more funds holding

Funds holding: 203 → 217 (+14)

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

4.42% less ownership

Funds ownership: 76.11% → 71.69% (-4.4%)

9% less capital invested

Capital invested by funds: $734M → $665M (-$68.6M)

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
78
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$10.9M
2
OPS
Orion Portfolio Solutions
Nebraska
+$9.08M
3
LPL Financial
LPL Financial
California
+$5.01M
4
MW
MBL Wealth
North Carolina
+$4.28M
5
Jane Street
Jane Street
New York
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$34.5M
2
SW
SteelPeak Wealth
California
-$19.2M
3
GIM
Goelzer Investment Management
Indiana
-$14.7M
4
SEIA
Signature Estate & Investment Advisors
California
-$9.76M
5
UBS Group
UBS Group
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$2.45M +$2.43M +46,872 New
TCM
52
TD Capital Management
Tennessee
$2.44M +$47.8K +921 +2%
RT
53
Rockland Trust
Massachusetts
$2.41M -$408K -7,855 -15%
HDIM
54
Hanson & Doremus Investment Management
Vermont
$2.38M +$141K +2,724 +6%
OWA
55
Opal Wealth Advisors
New York
$2.37M -$1.31M -25,132 -36%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$2.36M -$2.46M -47,440 -51%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.25M – – –
BFG
58
Bleakley Financial Group
New Jersey
$2.21M +$48.7K +938 +2%
SS
59
Simplicity Solutions
Minnesota
$2.21M +$2.19M +42,221 New
SFA
60
Sequoia Financial Advisors
Ohio
$2.09M +$1.02M +19,712 +97%
ML
61
McAdam LLC
Pennsylvania
$2.06M +$2.05M +39,512 New
VWA
62
Visionary Wealth Advisors
Illinois
$2.06M +$784K +15,089 +62%
MMA
63
Miracle Mile Advisors
California
$2.05M +$361K +6,960 +22%
ACP
64
Aviance Capital Partners
Florida
$2.01M -$6.96K -134 -0.3%
PWMG
65
Prestige Wealth Management Group
New Jersey
$2M +$52.8K +1,017 +3%
WIM
66
Westside Investment Management
California
$1.98M +$161K +3,100 +9%
EWM
67
Executive Wealth Management
Michigan
$1.93M +$108K +2,084 +6%
PI
68
PFS Investments
Georgia
$1.79M -$438K -8,439 -20%
PA
69
Procyon Advisors
Connecticut
$1.78M +$445K +8,569 +34%
VNA
70
Valley National Advisers
Pennsylvania
$1.69M -$98.6K -1,899 -6%
BWG
71
Beta Wealth Group
California
$1.69M +$1.68M +32,314 New
PG
72
Patten Group
Tennessee
$1.54M -$4.26K -82 -0.3%
VA
73
Valmark Advisers
Ohio
$1.52M – – –
EFS
74
Econ Financial Services
Pennsylvania
$1.48M -$114K -2,196 -7%
IWM
75
IHT Wealth Management
Illinois
$1.43M +$123K +2,375 +10%
1 2
3
4 5

MUNI Hedge Fund Activity: Q1 2023 in Review

217 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2023, worth a combined $665M — down 9.3% from $734M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MUNI positions and 19 closed out — a net gain of 14 holders — while 78 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $10.9M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $34.5M.

  • 217 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2023, up from 203 in Q4 2022.
  • Funds reported $665M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 33 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2023 and 19 closed out, a net change of +14 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2023 was Bank of America, an estimated $10.9M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2023 was Forvis Mazars Wealth Advisors, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2023.