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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

279 hedge funds and large institutions have $1.2B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

68% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $1.12B → $1.2B (+$78M)

7% more funds holding

Funds holding: 261279 (+18)

0.58% less ownership

Funds ownership: 80.26%79.68% (-0.58%)

Holders
279
Holders Change
+18
Holders Change %
+6.9%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
33
Increased
126
Reduced
75
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$1.71M +$330K +6,344 +24%
PG
102
Patten Group
Tennessee
$1.67M +$208K +4,004 +14%
WA
103
Waverly Advisors
Alabama
$1.63M +$72.1K +1,388 +5%
DWAM
104
Duncan Williams Asset Management
Tennessee
$1.58M +$115K +2,214 +8%
ACP
105
Aviance Capital Partners
Florida
$1.57M -$7.02K -135 -0.4%
JCM
106
Janney Capital Management
Pennsylvania
$1.57M -$104 -2 -0%
ML
107
McAdam LLC
Pennsylvania
$1.56M -$383K -7,362 -20%
KPP
108
Kings Path Partners
Texas
$1.53M +$1.53M +29,413 New
LWMNY
109
Landmark Wealth Management (New York)
New York
$1.52M +$18.6K +357 +1%
VA
110
Valmark Advisers
Ohio
$1.51M
MBFW
111
Morton Brown Family Wealth
Pennsylvania
$1.51M +$1.5M +28,868 New
BFWA
112
Benchmark Financial Wealth Advisors
Florida
$1.51M +$107K +2,055 +8%
RT
113
Rockland Trust
Massachusetts
$1.4M +$11.5K +222 +0.8%
LCWP
114
Legacy Capital Wealth Partners
Arkansas
$1.37M +$1.37M +26,264 New
WN
115
Williams & Novak
California
$1.3M +$401K +7,725 +45%
BRWA
116
B. Riley Wealth Advisors
Florida
$1.28M +$174K +3,352 +16%
TCG
117
Transcendent Capital Group
Oklahoma
$1.28M -$11.5K -221 -0.9%
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
$1.19M +$620K +11,923 +109%
AFP
119
Alpha Financial Partners
Kentucky
$1.17M +$179K +3,451 +18%
WHCI
120
W.H. Cornerstone Investments
Massachusetts
$1.11M +$2.44K +47 +0.2%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.1M -$36.6K -705 -3%
IWM
122
IHT Wealth Management
Illinois
$1.1M -$243K -4,669 -18%
PAG
123
Private Advisor Group
New Jersey
$1.07M +$4.88K +94 +0.5%
WI
124
Wintrust Investments
Illinois
$1.06M +$12.3K +236 +1%
KA
125
Kooman & Associates
Pennsylvania
$1.06M -$34.6K -665 -3%

MUNI Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2024, worth a combined $1.2B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MUNI positions and 12 closed out — a net gain of 21 holders — while 126 added to existing stakes and 75 trimmed.

The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was Bailard, cutting an estimated $8.31M.

  • 279 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2024, up from 261 in Q1 2024.
  • Funds reported $1.2B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2024, up 6.9% quarter-over-quarter.
  • 33 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2024 and 12 closed out, a net change of +21 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2024 was UBS Group, an estimated $16.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2024 was Bailard, an estimated $8.31M sold.

Based on aggregated 13F filings for Q2 2024.