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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

215 hedge funds and large institutions have $712M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 62

7% more capital invested

Capital invested by funds: $665M → $712M (+$46.6M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0.82% more ownership

Funds ownership: 71.69% → 72.52% (+0.82%)

1% less funds holding

Funds holding: 217 → 215 (-2)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
96
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$9.01M
2
OPS
Orion Portfolio Solutions
Nebraska
+$9.01M
3
Morgan Stanley
Morgan Stanley
New York
+$8.87M
4
Stifel Financial
Stifel Financial
Missouri
+$3.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
FA
Fermata Advisors
California
-$9.04M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.74M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.34M
4
UBS Group
UBS Group
Switzerland
-$5.87M
5
GIM
Goelzer Investment Management
Indiana
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
AlphaMark Advisors
Kentucky
$337K +$77.9K +1,500 +30%
HH
152
Hilltop Holdings
Texas
$330K -$19K -366 -5%
BWM
153
BerganKDV Wealth Management
Minnesota
$327K -$831 -16 -0.3%
GI
154
Gradient Investments
Minnesota
$317K -$491K -9,463 -61%
SAM
155
SignalPoint Asset Management
Missouri
$316K – – –
CRWM
156
Castle Rock Wealth Management
California
$316K +$156 +3 +0%
CMS
157
Capital Market Strategies
Florida
$311K +$311K +6,000 New
SIAG
158
Signet Investment Advisory Group
Rhode Island
$311K +$11.7K +225 +4%
BFA
159
Beaumont Financial Advisors
Massachusetts
$283K – – –
XF
160
XML Financial
Maryland
$280K -$7.27K -140 -3%
EWMCB
161
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$279K +$280K +5,390 New
MAM
162
Milestone Asset Management
Pennsylvania
$274K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$270K +$48.7K +939 +22%
EH
164
Equitable Holdings
New York
$269K – – –
CAC
165
Certified Advisory Corp
Florida
$268K +$60.4K +1,164 +29%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$262K +$45.2K +870 +21%
MA
167
Mutual Advisors
Nebraska
$259K – – –
PFG
168
PAX Financial Group
Texas
$257K +$257K +4,960 New
SIAS
169
Summit Investment Advisory Services
Minnesota
$255K – – –
LA
170
Latitude Advisors
Florida
$252K +$252K +4,852 New
CAM
171
Cozad Asset Management
Illinois
$251K – – –
HWAM
172
Hennion & Walsh Asset Management
New Jersey
$246K – – –
LNC
173
Lincoln National Corp
Pennsylvania
$244K -$47.9K -922 -16%
SS
174
Sunbelt Securities
Texas
$242K -$12.3K -236 -5%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$238K +$238K +4,585 New
5 6
7
8 9

MUNI Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2023, worth a combined $712M — up 7% from $665M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUNI positions and 16 closed out — a net gain of 1 holder — while 96 added to existing stakes and 62 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $9.01M. The largest seller was Fermata Advisors, exiting entirely with an estimated $9.04M sold.

  • 215 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2023, down from 217 in Q1 2023.
  • Funds reported $712M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2023, up 7% quarter-over-quarter.
  • 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2023 was Brinker Capital Investments, an estimated $9.01M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2023 was Fermata Advisors, an estimated $9.04M sold.

Based on aggregated 13F filings for Q2 2023.