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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
DAS
151
Dynamic Advisor Solutions
Arizona
$1.13M -$6.95K -133 -0.6%
WHCI
152
W.H. Cornerstone Investments
Massachusetts
$1.12M +$9.61K +184 +0.9%
Comerica Bank
153
Comerica Bank
Texas
$1.12M +$121K +2,315 +12%
KA
154
Kooman & Associates
Pennsylvania
$1.1M +$26K +498 +2%
STA
155
Smith Thornton Advisors
Alabama
$1.07M +$11.6K +222 +1%
SSB
156
Sandy Spring Bank
Maryland
$1.06M +$818K +15,654 +326%
AWS
157
Atria Wealth Solutions
New York
$1.04M +$847K +16,208 +414%
TH
158
Team Hewins
California
$1.02M +$87.8K +1,680 +9%
SAM
159
SignalPoint Asset Management
Missouri
$1.01M +$165K +3,150 +19%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$972K +$69.1K +1,322 +8%
RSWA
161
Robinson Smith Wealth Advisors
Maine
$957K +$3.87K +74 +0.4%
AA
162
AlphaMark Advisors
Kentucky
$930K +$157K +3,010 +20%
NG
163
Novem Group
New York
$920K +$929K +17,778 New
SI
164
Saxon Interests
Texas
$919K -$7.68K -147 -0.8%
MFG
165
Midwest Financial Group
Kansas
$919K
BRWA
166
B. Riley Wealth Advisors
Florida
$911K -$371K -7,099 -29%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$910K +$132K +2,521 +17%
PGAM
168
Princeton Global Asset Management
New Jersey
$901K +$74.1K +1,419 +9%
AWM
169
Avaii Wealth Management
Wisconsin
$900K -$20.3K -388 -2%
RT
170
Rockland Trust
Massachusetts
$897K -$473K -9,048 -34%
OP
171
ORG Partners
Indiana
$891K -$15.9K -305 -2%
TCG
172
Transcendent Capital Group
Oklahoma
$887K -$113K -2,155 -11%
BCG
173
Breakwater Capital Group
New Jersey
$863K -$296K -5,673 -25%
OIA
174
OneDigital Investment Advisors
Kansas
$858K -$209 -4 -0%
FFA
175
Fragasso Financial Advisors
Pennsylvania
$852K +$200K +3,832 +30%

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.