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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
WWM
176
Western Wealth Management
Colorado
$236K +$467 +9 +0.2%
IA
177
IFP Advisors
Florida
$230K +$71.5K +1,378 +45%
ASN
178
Advisory Services Network
Georgia
$226K +$33.3K +642 +17%
GWM
179
Geneos Wealth Management
Colorado
$224K +$55.2K +1,064 +33%
JF
180
JSF Financial
California
$207K – – –
AFP
181
Ausdal Financial Partners
Iowa
$206K +$206K +3,965 New
WMA
182
Wealth Management Associates
New Jersey
$200K – – –
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$200K +$201K +3,865 New
EWM
184
Endurance Wealth Management
Rhode Island
$197K – – –
GIA
185
Goodwin Investment Advisory
Georgia
$187K +$188K +3,613 New
HI
186
Harbour Investments
Wisconsin
$149K +$51.9K +1,000 +53%
RTL
187
Red Tortoise LLC
Georgia
$116K +$882 +17 +0.8%
TIM
188
Tortoise Investment Management
New York
$115K +$38.8K +747 +51%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$106K – – –
BC
190
Bartlett & Co
Ohio
$106K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$72.8K – – –
AWM
192
Avior Wealth Management
Nebraska
$67K – – –
Fidelity Investments
193
Fidelity Investments
Massachusetts
$66.8K – – –
BTI
194
Blue Trust Inc
Georgia
$63K +$63K +1,214 New
IGWM
195
ICA Group Wealth Management
Colorado
$62.2K – – –
AWM
196
Avondale Wealth Management
Texas
$51.8K – – –
SPIA
197
Steward Partners Investment Advisory
New York
$51.1K – – –
SWM
198
Spire Wealth Management
Virginia
$41.5K – – –
GWSG
199
GPS Wealth Strategies Group
Colorado
$38.9K – – –
EW
200
Element Wealth
Mississippi
$37.8K +$37.9K +730 New
6 7
8
9 10

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.