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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

62% more capital invested

Capital invested by funds: $734M → $1.19B (+$454M)

57% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 68

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more funds holding

Funds holding: 219 → 261 (+42)

14.1% more ownership

Funds ownership: 73.32% → 87.42% (+14%)

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
B
Bailard
California
+$41M
3
JP Morgan Chase
JP Morgan Chase
New York
+$16.6M
4
GIM
Goelzer Investment Management
Indiana
+$13.7M
5
UBS Group
UBS Group
Switzerland
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
BWM
Biltmore Wealth Management
Arizona
-$11.1M
2
WWA
WCG Wealth Advisors
Nevada
-$5.01M
3
SAG
SageView Advisory Group
California
-$2.93M
4
Stifel Financial
Stifel Financial
Missouri
-$2.28M
5
SW
Signify Wealth
Missouri
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
101
Legacy Capital Wealth Partners
Arkansas
$1.39M +$81.4K +1,600 +6%
TCG
102
Transcendent Capital Group
Oklahoma
$1.39M +$1.34M +26,245 New
IWM
103
IHT Wealth Management
Illinois
$1.37M +$50.8K +998 +4%
BRWA
104
B. Riley Wealth Advisors
Florida
$1.3M +$171K +3,350 +16%
LWMNY
105
Landmark Wealth Management (New York)
New York
$1.25M +$165K +3,244 +16%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.2M -$269K -5,294 -19%
TH
107
Team Hewins
California
$1.18M +$1.13M +22,245 New
WHCI
108
W.H. Cornerstone Investments
Massachusetts
$1.11M +$481K +9,458 +82%
AAS
109
Avantax Advisory Services
Texas
$1.11M +$106K +2,074 +11%
KAS
110
Kestra Advisory Services
Texas
$1.11M +$496K +9,740 +87%
WI
111
Wintrust Investments
Illinois
$1.1M +$18.4K +361 +2%
KA
112
Kooman & Associates
Pennsylvania
$1.08M -$174K -3,417 -14%
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.07M +$347K +6,821 +50%
SI
114
Saxon Interests
Texas
$1.06M +$1.02M +20,130 New
PCG
115
Prosperity Consulting Group
Maryland
$1.04M +$1M +19,698 New
AWM
116
Avaii Wealth Management
Wisconsin
$1.02M +$242K +4,761 +33%
PAG
117
Private Advisor Group
New Jersey
$995K +$123K +2,415 +15%
LNC
118
Lincoln National Corp
Pennsylvania
$983K +$720K +14,139 +315%
RWM
119
Revisor Wealth Management
Ohio
$981K +$946K +18,579 New
IA
120
Inspire Advisors
Idaho
$980K +$105K +2,059 +12%
AFP
121
Alpha Financial Partners
Kentucky
$969K +$934K +18,357 New
V
122
ViaWealth
Kansas
$965K +$69.2K +1,359 +8%
RSWA
123
Robinson Smith Wealth Advisors
Maine
$946K +$912K +17,925 New
MWA
124
Martel Wealth Advisors
Washington
$941K – – –
AF
125
Advisornet Financial
Minnesota
$927K +$6.46K +127 +0.7%
3 4
5
6 7

MUNI Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2023, worth a combined $1.19B — up 62% from $734M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MUNI positions and 19 closed out — a net gain of 42 holders — while 107 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Biltmore Wealth Management, cutting an estimated $11.1M.

  • 261 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2023, up from 219 in Q3 2023.
  • Funds reported $1.19B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2023, up 62% quarter-over-quarter.
  • 61 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2023 and 19 closed out, a net change of +42 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2023 was Biltmore Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.