We are live on ! Find out more
MUNI icon

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
GIA
51
Goodwin Investment Advisory
Georgia
$4.71M -$138K -2,653 -3%
SMG
52
Smart Money Group
Texas
$4.62M +$2.19M +42,100 +91%
VWA
53
Visionary Wealth Advisors
Illinois
$4.54M +$52.5K +1,010 +1%
KLI
54
Kelman-Lazarov Inc
Tennessee
$4.41M +$100K +1,927 +2%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$4.39M -$286K -5,507 -6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$4.22M +$244K +4,700 +6%
FIBT
57
First International Bank & Trust
North Dakota
$4.19M +$273K +5,258 +7%
CWM
58
CarsonAllaria Wealth Management
Illinois
$4.1M +$165K +3,176 +4%
OIA
59
Optimum Investment Advisors
Illinois
$3.92M
BWM
60
Biltmore Wealth Management
Arizona
$3.79M +$41.6K +800 +1%
Osaic Holdings
61
Osaic Holdings
Arizona
$3.58M -$4.38M -84,298 -55%
FFM
62
Flagstone Financial Management
Nebraska
$3.42M +$745K +14,326 +28%
KAS
63
Kestra Advisory Services
Texas
$3.27M +$1.5M +28,782 +85%
FM
64
Foster & Motley
Ohio
$3.25M -$78.6K -1,513 -2%
PFG
65
PAX Financial Group
Texas
$3.22M -$67.8K -1,305 -2%
Renaissance Technologies
66
Renaissance Technologies
New York
$3.21M -$5.07M -97,500 -61%
OWA
67
Opal Wealth Advisors
New York
$3.21M -$751K -14,442 -19%
EFS
68
Econ Financial Services
Pennsylvania
$3.16M +$872K +16,786 +38%
LFA
69
Legacy Financial Advisors
Kentucky
$3.13M -$106K -2,047 -3%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$3.04M +$85.1K +1,638 +3%
PWMG
71
Prestige Wealth Management Group
New Jersey
$2.9M -$8.21K -158 -0.3%
SAG
72
SageView Advisory Group
California
$2.87M
Financial Engines Advisors
73
Financial Engines Advisors
California
$2.85M +$123K +2,357 +5%
EFL
74
ERn Financial LLC
Wisconsin
$2.82M +$54.1K +1,040 +2%
BFG
75
Bleakley Financial Group
New Jersey
$2.81M +$90.7K +1,745 +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.