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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
SG
51
StoneX Group
New York
$6.14M +$6.19M +118,462 New
BWM
52
Biltmore Wealth Management
Arizona
$6.13M +$48.2K +923 +0.8%
Charles Schwab
53
Charles Schwab
California
$5.56M +$5.62M +107,517 New
TCM
54
TD Capital Management
Tennessee
$5.46M -$1.49M -28,517 -21%
FSWA
55
Financial Synergies Wealth Advisors
Texas
$5.43M +$46.7K +894 +0.9%
SRB
56
Shotwell Rutter Baer
Michigan
$5.34M +$226K +4,324 +4%
GPW
57
Genesis Private Wealth
Virginia
$4.73M +$4.77M +91,397 New
VWA
58
Visionary Wealth Advisors
Illinois
$4.53M +$21.4K +410 +0.5%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$4.52M -$92K -1,762 -2%
KLI
60
Kelman-Lazarov Inc
Tennessee
$4.51M +$96.4K +1,845 +2%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$4.47M -$114K -2,179 -2%
FFM
62
Flagstone Financial Management
Nebraska
$4.44M +$130K +2,492 +3%
SMG
63
Smart Money Group
Texas
$4.38M -$781K -14,956 -15%
GIA
64
Goodwin Investment Advisory
Georgia
$4.35M -$89.8K -1,718 -2%
SC
65
Steph & Co
Wisconsin
$4.34M -$430K -8,236 -9%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$4.28M +$26.7K +512 +0.6%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.9M +$480K +9,188 +14%
OIA
68
Optimum Investment Advisors
Illinois
$3.89M
Jones Financial Companies
69
Jones Financial Companies
Missouri
$3.81M +$2.52M +48,170 +189%
CWM
70
CarsonAllaria Wealth Management
Illinois
$3.81M -$6.84K -131 -0.2%
BFWA
71
Benchmark Financial Wealth Advisors
Florida
$3.77M +$1.27M +24,322 +50%
FIBT
72
First International Bank & Trust
North Dakota
$3.69M -$107K -2,047 -3%
OWA
73
Opal Wealth Advisors
New York
$3.54M +$423K +8,104 +13%
PFG
74
PAX Financial Group
Texas
$3.51M +$73.3K +1,404 +2%
MWG
75
Martin Worley Group
Utah
$3.49M +$3.52M +67,449 New

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.