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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
CPCP
101
Cedar Point Capital Partners
Iowa
$2.3M +$168K +3,219 +8%
CWM
102
Cornerstone Wealth Management
Missouri
$2.3M +$24.3K +465 +1%
SW
103
SteelPeak Wealth
California
$2.28M +$2.29M +43,910 New
V
104
ViaWealth
Kansas
$2.22M +$386K +7,397 +21%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.19M -$5.93M -113,551 -73%
AWM
106
Austin Wealth Management
Texas
$2.14M +$223K +4,277 +11%
FLPIM
107
F.L. Putnam Investment Management
Massachusetts
$2.07M +$140K +2,681 +7%
CIAS
108
CFS Investment Advisory Services
New Jersey
$2.05M +$2.07M +39,592 New
WA
109
Waverly Advisors
Alabama
$2.04M +$379K +7,259 +22%
CWP
110
Cyndeo Wealth Partners
Florida
$2.03M +$427K +8,166 +26%
PWMG
111
Prestige Wealth Management Group
New Jersey
$1.94M -$962K -18,407 -33%
WIA
112
World Investment Advisors
California
$1.87M +$1.89M +36,176 New
PTC
113
Private Trust Company
Ohio
$1.84M -$22.7K -434 -1%
WIM
114
Westside Investment Management
California
$1.83M
DWAM
115
Duncan Williams Asset Management
Tennessee
$1.79M +$209K +4,008 +13%
ML
116
McAdam LLC
Pennsylvania
$1.79M +$189K +3,625 +12%
LWMNY
117
Landmark Wealth Management (New York)
New York
$1.78M +$206K +3,946 +13%
CWD
118
Clarity Wealth Development
Oregon
$1.77M +$1.78M +33,998 New
Citadel Advisors
119
Citadel Advisors
Florida
$1.75M +$1.77M +33,819 New
FPAS
120
Focus Partners Advisor Solutions
Missouri
$1.73M +$1.46M +28,015 +509%
MWM
121
Manske Wealth Management
Texas
$1.72M +$1.74M +33,265 New
PG
122
Patten Group
Tennessee
$1.7M -$105K -2,006 -6%
UW
123
Unique Wealth
Florida
$1.7M +$1.3M +24,803 +309%
MML Investors Services
124
MML Investors Services
Massachusetts
$1.69M +$649K +12,418 +62%
AFP
125
Ausdal Financial Partners
Iowa
$1.68M +$120K +2,305 +8%

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.