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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
Comerica Bank
126
Comerica Bank
Texas
$1.04M +$46.4K +893 +5%
Creative Planning
127
Creative Planning
Kansas
$1.02M +$238K +4,582 +31%
IA
128
Inspire Advisors
Idaho
$1.01M +$8.06K +155 +0.8%
MML Investors Services
129
MML Investors Services
Massachusetts
$992K -$451K -8,679 -31%
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$976K +$4.31K +83 +0.4%
OP
131
ORG Partners
Indiana
$957K +$960K +18,475 New
SI
132
Saxon Interests
Texas
$943K -$104K -2,007 -10%
AWM
133
Avaii Wealth Management
Wisconsin
$929K -$69.7K -1,342 -7%
AF
134
Advisornet Financial
Minnesota
$929K +$7.43K +143 +0.8%
MWA
135
Martel Wealth Advisors
Washington
$928K
MFG
136
Midwest Financial Group
Kansas
$926K +$34.6K +665 +4%
STA
137
Smith Thornton Advisors
Alabama
$919K +$918K +17,661 New
BCG
138
Breakwater Capital Group
New Jersey
$911K +$345K +6,635 +61%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$907K
RSWA
140
Robinson Smith Wealth Advisors
Maine
$895K -$51.5K -991 -5%
SSC
141
Syverson Strege & Co
Iowa
$883K +$167K +3,213 +23%
CAC
142
Certified Advisory Corp
Florida
$872K +$164K +3,150 +23%
OIA
143
OneDigital Investment Advisors
Kansas
$863K +$107K +2,066 +14%
SFA
144
Sequoia Financial Advisors
Ohio
$837K -$12.4K -238 -1%
AIP
145
Ameritas Investment Partners
Nebraska
$831K +$96.6K +1,858 +13%
PFA
146
Petra Financial Advisors
Colorado
$803K
FFA
147
Farther Finance Advisors
California
$799K +$596K +11,468 +290%
GA
148
Greytown Advisors
Florida
$790K +$201K +3,875 +34%
AA
149
AlphaMark Advisors
Kentucky
$767K +$177K +3,400 +30%
MWP
150
Madison Wealth Partners
Wisconsin
$764K +$13.6K +261 +2%

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.