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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 215 → 219 (+4)

3% more capital invested

Capital invested by funds: $712M → $734M (+$22.7M)

0.81% more ownership

Funds ownership: 72.52% → 73.32% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$12.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.2M
3
FA
Fermata Advisors
California
+$8.87M
4
Morgan Stanley
Morgan Stanley
New York
+$7.91M
5
XF
XML Financial
Maryland
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$9.08M
2
OPS
Orion Portfolio Solutions
Nebraska
-$9.08M
3
GIM
Goelzer Investment Management
Indiana
-$4.93M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.56M
5
MMA
Miracle Mile Advisors
California
-$3.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
151
Vista Investment Management
Pennsylvania
$414K -$37.8K -737 -8%
IA
152
IFP Advisors
Florida
$404K +$185K +3,617 +81%
GSEP
153
Golden State Equity Partners
California
$402K +$411K +8,022 New
AWS
154
Atria Wealth Solutions
New York
$395K +$615 +12 +0.2%
CCFM
155
Clear Creek Financial Management
Washington
$386K -$48.2K -940 -11%
AAS
156
Ameritas Advisory Services
Nebraska
$377K +$386K +7,527 New
SXL
157
Summit X LLC
Missouri
$376K -$4.97K -97 -1%
HH
158
Hilltop Holdings
Texas
$366K +$49K +956 +15%
SIAG
159
Signet Investment Advisory Group
Rhode Island
$360K +$61.5K +1,200 +20%
FAIM
160
Financial Advocates Investment Management
Washington
$356K -$5.02K -98 -1%
OMC
161
Old Mission Capital
Illinois
$330K +$338K +6,585 New
CAC
162
Certified Advisory Corp
Florida
$326K +$69.1K +1,348 +26%
DC
163
Davenport & Co
Virginia
$326K – – –
1WM
164
1900 Wealth Management
Texas
$321K +$329K +6,420 New
SAM
165
SignalPoint Asset Management
Missouri
$305K – – –
CRWM
166
Castle Rock Wealth Management
California
$303K +$359 +7 +0.1%
WA
167
WBH Advisory
Maryland
$296K +$303K +5,906 New
GI
168
Gradient Investments
Minnesota
$296K -$10.9K -212 -3%
EWA
169
EP Wealth Advisors
California
$295K +$302K +5,885 New
FTUS
170
Flow Traders U.S.
New York
$275K -$1.2M -23,480 -81%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$274K -$186K -3,628 -40%
BFA
172
Beaumont Financial Advisors
Massachusetts
$274K – – –
CMS
173
Capital Market Strategies
Florida
$273K -$25.7K -501 -8%
WWM
174
Western Wealth Management
Colorado
$267K +$40.6K +792 +17%
LFAS
175
Level Four Advisory Services
Texas
$267K +$273K +5,327 New
5 6
7
8 9

MUNI Hedge Fund Activity: Q3 2023 in Review

219 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2023, worth a combined $734M — up 3.2% from $712M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MUNI positions and 20 closed out — a net gain of 7 holders — while 94 added to existing stakes and 66 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.7M. The largest seller was Brinker Capital Investments, cutting an estimated $9.08M.

  • 219 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2023, up from 215 in Q2 2023.
  • Funds reported $734M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 27 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2023 and 20 closed out, a net change of +7 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $12.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2023 was Brinker Capital Investments, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2023.