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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
EWM
76
Executive Wealth Management
Michigan
$3.43M +$130K +2,488 +4%
IWC
77
Integrated Wealth Concepts
Massachusetts
$3.2M -$8.67K -166 -0.3%
FM
78
Foster & Motley
Ohio
$3.08M -$72.4K -1,385 -2%
AFA
79
Avant Financial Advisors
Texas
$3.08M +$3.11M +59,533 New
AAS
80
Avantax Advisory Services
Texas
$2.99M +$742K +14,207 +33%
CM
81
Cercano Management
Washington
$2.97M -$20.2M -386,333 -87%
KW
82
Keyvantage Wealth
Pennsylvania
$2.92M +$2.95M +56,406 New
SAG
83
SageView Advisory Group
California
$2.9M +$25K +478 +0.9%
EFL
84
ERn Financial LLC
Wisconsin
$2.77M +$46.9K +897 +2%
LFA
85
Legacy Financial Advisors
Kentucky
$2.73M -$352K -6,730 -11%
AFO
86
Arrowroot Family Office
California
$2.72M -$43.6K -834 -2%
LFG
87
Larson Financial Group
Missouri
$2.71M +$2.27M +43,492 +492%
BIP
88
Blueprint Investment Partners
North Carolina
$2.66M +$1.12M +21,475 +72%
PAG
89
Paladin Advisory Group
Iowa
$2.62M -$3.29K -63 -0.1%
EFS
90
Econ Financial Services
Pennsylvania
$2.62M -$620K -11,866 -19%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$2.57M +$6.58K +126 +0.3%
FTUS
92
Flow Traders U.S.
New York
$2.56M +$2.59M +49,559 New
IWA
93
Inspirion Wealth Advisors
Illinois
$2.43M
Mariner
94
Mariner
Kansas
$2.42M +$1.67M +32,029 +216%
IA
95
IAM Advisory
Pennsylvania
$2.41M +$23.8K +455 +1%
KAS
96
Kestra Advisory Services
Texas
$2.4M +$17.2K +330 +0.7%
PCG
97
Prosperity Consulting Group
Maryland
$2.39M +$116K +2,221 +5%
BWG
98
Beta Wealth Group
California
$2.38M -$92.5K -1,771 -4%
Financial Engines Advisors
99
Financial Engines Advisors
California
$2.36M -$352K -6,743 -13%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$2.31M -$491K -9,401 -17%

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.