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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
KLI
76
Kelman-Lazarov Inc
Tennessee
$1.42M +$360K +7,021 +33%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.41M +$17.4K +339 +1%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.3M +$1.33M +25,953 New
IWM
79
IHT Wealth Management
Illinois
$1.25M -$19.2K -375 -1%
B
80
Bailard
California
$1.24M +$103K +2,010 +9%
LCWP
81
Legacy Capital Wealth Partners
Arkansas
$1.23M +$1.26M +24,664 New
KA
82
Kooman & Associates
Pennsylvania
$1.19M +$7.17K +140 +0.6%
SFG
83
StrategIQ Financial Group
Indiana
$1.17M +$340K +6,626 +39%
DAS
84
Dynamic Advisor Solutions
Arizona
$1.11M +$136K +2,661 +14%
SFA
85
Sequoia Financial Advisors
Ohio
$1.07M -$458K -8,928 -30%
BRWA
86
B. Riley Wealth Advisors
Florida
$1.07M – – –
WI
87
Wintrust Investments
Illinois
$1.02M +$25.8K +503 +3%
LWMNY
88
Landmark Wealth Management (New York)
New York
$1.02M +$375K +7,313 +56%
SA
89
Sunesis Advisors
Kansas
$996K +$1.02M +19,898 New
JCM
90
Janney Capital Management
Pennsylvania
$962K -$38.5K -752 -4%
GIM
91
Goelzer Investment Management
Indiana
$952K -$4.93M -96,167 -83%
AAS
92
Avantax Advisory Services
Texas
$949K +$81.6K +1,592 +9%
CWP
93
Cyndeo Wealth Partners
Florida
$936K +$958K +18,690 New
GIA
94
Goodwin Investment Advisory
Georgia
$894K +$730K +14,248 +394%
MWA
95
Martel Wealth Advisors
Washington
$892K +$66.9K +1,306 +8%
PA
96
Procyon Advisors
Connecticut
$878K -$884K -17,253 -50%
SHGA
97
Sand Hill Global Advisors
California
$876K -$331K -6,449 -27%
AF
98
Advisornet Financial
Minnesota
$873K +$6.46K +126 +0.7%
WP
99
WealthShield Partners
North Carolina
$866K -$218K -4,260 -20%
MFG
100
Midwest Financial Group
Kansas
$851K +$32.3K +630 +4%
2 3
4
5 6

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.