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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 215 → 219 (+4)

3% more capital invested

Capital invested by funds: $712M → $734M (+$22.7M)

0.81% more ownership

Funds ownership: 72.52% → 73.32% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$12.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.2M
3
FA
Fermata Advisors
California
+$8.87M
4
Morgan Stanley
Morgan Stanley
New York
+$7.91M
5
XF
XML Financial
Maryland
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$9.08M
2
OPS
Orion Portfolio Solutions
Nebraska
-$9.08M
3
GIM
Goelzer Investment Management
Indiana
-$4.93M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.56M
5
MMA
Miracle Mile Advisors
California
-$3.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
51
ERn Financial LLC
Wisconsin
$2.62M – – –
GBWM
52
Granite Bay Wealth Management
New Hampshire
$2.58M +$2.58M +50,400 New
AFO
53
Arrowroot Family Office
California
$2.56M -$256K -4,998 -9%
RMDI
54
R.M. Davis Inc
Maine
$2.56M +$76.9K +1,500 +3%
KIG
55
Kowal Investment Group
Wisconsin
$2.34M +$154K +3,004 +7%
VPP
56
Vertex Planning Partners
Illinois
$2.32M -$72.4K -1,413 -3%
BFG
57
Bleakley Financial Group
New Jersey
$2.3M +$69.9K +1,363 +3%
SS
58
Simplicity Solutions
Minnesota
$2.3M +$69.9K +1,363 +3%
SMG
59
Smart Money Group
Texas
$2.3M -$729K -14,214 -24%
CWM
60
Cornerstone Wealth Management
Missouri
$2.3M -$131K -2,553 -5%
OWA
61
Opal Wealth Advisors
New York
$2.26M -$10.3K -200 -0.4%
IWA
62
Inspirion Wealth Advisors
Illinois
$2.19M – – –
RT
63
Rockland Trust
Massachusetts
$2.16M -$215K -4,192 -9%
SW
64
Signify Wealth
Missouri
$2.16M -$1.18M -23,096 -35%
HDIM
65
Hanson & Doremus Investment Management
Vermont
$2.06M -$231K -4,510 -10%
ML
66
McAdam LLC
Pennsylvania
$2.05M +$67K +1,307 +3%
AWM
67
Austin Wealth Management
Texas
$1.95M +$1.96M +38,193 New
WIM
68
Westside Investment Management
California
$1.88M +$30.8K +600 +2%
PTC
69
Private Trust Company
Ohio
$1.87M +$434K +8,465 +29%
PWMG
70
Prestige Wealth Management Group
New Jersey
$1.85M +$36.2K +707 +2%
ACP
71
Aviance Capital Partners
Florida
$1.73M -$1.69K -33 -0.1%
VNA
72
Valley National Advisers
Pennsylvania
$1.62M – – –
MML Investors Services
73
MML Investors Services
Massachusetts
$1.57M +$598K +11,665 +59%
PG
74
Patten Group
Tennessee
$1.56M -$8.61K -168 -0.5%
VA
75
Valmark Advisers
Ohio
$1.45M – – –
1 2
3
4 5

MUNI Hedge Fund Activity: Q3 2023 in Review

219 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2023, worth a combined $734M — up 3.2% from $712M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MUNI positions and 20 closed out — a net gain of 7 holders — while 94 added to existing stakes and 66 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.7M. The largest seller was Brinker Capital Investments, cutting an estimated $9.08M.

  • 219 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2023, up from 215 in Q2 2023.
  • Funds reported $734M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 27 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2023 and 20 closed out, a net change of +7 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $12.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2023 was Brinker Capital Investments, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2023.