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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
RJT
151
Raymond James Trust
Florida
$742K
Natixis Advisors
152
Natixis Advisors
Massachusetts
$731K +$53.7K +1,034 +8%
KCIC
153
Kuhn & Co Investment Counsel
Illinois
$715K +$714K +13,743 New
SWP
154
Stratos Wealth Partners
Ohio
$699K +$572 +11 +0.1%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$696K +$129K +2,480 +23%
KC
156
Kingfisher Capital
North Carolina
$690K +$9.56K +184 +1%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$665K +$663K +12,766 New
BFC
158
Bedel Financial Consulting
Indiana
$664K
Truist Financial
159
Truist Financial
North Carolina
$663K -$4.68K -90 -0.7%
FFA
160
Fragasso Financial Advisors
Pennsylvania
$658K
KWM
161
Kingsview Wealth Management
Oregon
$655K -$39.7K -763 -6%
AIM
162
Anchor Investment Management
South Carolina
$647K
CCM
163
Coldstream Capital Management
Washington
$642K
First Trust Advisors
164
First Trust Advisors
Illinois
$640K -$6.65K -128 -1%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$629K +$1.92K +37 +0.3%
APA
166
Astoria Portfolio Advisors
New York
$620K -$7.69K -148 -1%
DWP
167
Destiny Wealth Partners
Florida
$607K -$21K -404 -3%
SA
168
Sanctuary Advisors
Indiana
$593K +$595K +11,452 New
SWA
169
Stratos Wealth Advisors
Ohio
$577K +$15.1K +290 +3%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$576K +$123K +2,366 +27%
EWA
171
EP Wealth Advisors
California
$554K
CB
172
Centennial Bank
Arkansas
$543K
CIA
173
Concurrent Investment Advisors
Florida
$534K +$4.47K +86 +0.8%
SAM
174
SignalPoint Asset Management
Missouri
$531K +$67.6K +1,300 +15%
SIAG
175
Signet Investment Advisory Group
Rhode Island
$515K +$102K +1,965 +25%

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.