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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.7M |
| 2 |
JP Morgan Chase
New York
|
+$11.2M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$8.87M |
| 4 |
Morgan Stanley
New York
|
+$7.91M |
| 5 |
XF
XML Financial
Bethesda,
Maryland
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.08M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$9.08M |
| 3 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
-$4.93M |
| 4 |
Renaissance Technologies
New York
|
-$4.56M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$3.32M |
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.