We are live on ! Find out more
MUNI icon

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
CW
126
CreativeOne Wealth
Kansas
$1.52M +$108K +2,064 +8%
KPP
127
Kings Path Partners
Texas
$1.51M -$38.1K -730 -2%
VA
128
Valmark Advisers
Ohio
$1.51M +$10.4K +200 +0.7%
JCM
129
Janney Capital Management
Pennsylvania
$1.51M -$59K -1,130 -4%
FF
130
Fortitude Financial
Washington
$1.5M +$1.52M +29,056 New
ACP
131
Aviance Capital Partners
Florida
$1.49M -$71K -1,359 -5%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.49M +$205K +3,919 +16%
HSWS
133
Higgins & Schmidt Wealth Strategies
Colorado
$1.48M +$422K +8,082 +39%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$981K +18,784 +192%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$1.4M +$738K +14,131 +109%
BMWS
136
Brady Martz Wealth Solutions
North Dakota
$1.37M +$1.4M +26,723 New
LCWP
137
Legacy Capital Wealth Partners
Arkansas
$1.36M
BOPW
138
Brandywine Oak Private Wealth
Pennsylvania
$1.3M
CFG
139
Certior Financial Group
Pennsylvania
$1.3M +$1.31M +25,079 New
IA
140
Inspire Advisors
Idaho
$1.29M +$10.2K +196 +0.8%
PAG
141
Private Advisor Group
New Jersey
$1.28M +$41.3K +791 +3%
CCA
142
Cora Capital Advisors
New Jersey
$1.28M +$1.29M +24,702 New
BPAMU
143
BTG Pactual Asset Management US
New York
$1.28M +$499K +9,553 +63%
CAC
144
Certified Advisory Corp
Florida
$1.21M +$13.7K +263 +1%
GI
145
GAMMA Investing
California
$1.21M +$100K +1,922 +9%
AFP
146
Alpha Financial Partners
Kentucky
$1.2M +$1.21M +23,241 New
SWP
147
Stratos Wealth Partners
Ohio
$1.17M +$428K +8,193 +57%
SPIA
148
Steward Partners Investment Advisory
New York
$1.16M -$1.04M -19,953 -47%
AIP
149
Ameritas Investment Partners
Nebraska
$1.14M +$105K +2,010 +10%
IWM
150
IHT Wealth Management
Illinois
$1.14M -$980K -18,755 -46%

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.