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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
BCA
176
Ballentine Capital Advisors
South Carolina
$511K +$510K +9,815 New
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$509K
HGA
178
Hobbs Group Advisors
South Carolina
$508K +$507K +9,757 New
ASN
179
Advisory Services Network
Georgia
$504K -$26.8K -516 -5%
EWS
180
Eagle Wealth Strategies
New Jersey
$497K
SWM
181
SeaCrest Wealth Management
New York
$490K +$211K +4,065 +76%
SPC
182
Sigma Planning Corp
Michigan
$476K +$476K +9,150 New
FWM
183
Fairhaven Wealth Management
Illinois
$469K
MMA
184
Miracle Mile Advisors
California
$459K +$780 +15 +0.2%
GI
185
GAMMA Investing
California
$457K -$373K -7,174 -45%
WA
186
WBH Advisory
Maryland
$457K +$39.7K +764 +10%
AAS
187
Ameritas Advisory Services
Nebraska
$450K +$24.5K +471 +6%
FAFN
188
First Affirmative Financial Network
Colorado
$436K -$4.31K -83 -1%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$425K +$424K +8,160 New
AWS
190
Atria Wealth Solutions
New York
$423K -$8.37K -161 -2%
VC
191
Vicus Capital
Pennsylvania
$418K -$123K -2,373 -23%
LFAS
192
Level Four Advisory Services
Texas
$411K -$115K -2,222 -22%
VPP
193
Vertex Planning Partners
Illinois
$403K -$244K -4,692 -38%
FAIM
194
Financial Advocates Investment Management
Washington
$399K -$17.2K -331 -4%
CCFM
195
Clear Creek Financial Management
Washington
$396K -$14.9K -287 -4%
LCM
196
Lunt Capital Management
Utah
$391K
SXL
197
Summit X LLC
Missouri
$390K +$52 +1 +0%
CWG
198
Crown Wealth Group
North Carolina
$388K +$157K +3,023 +68%
RFG
199
REAP Financial Group
Texas
$386K +$385K +7,413 New
KPWS
200
Kestra Private Wealth Services
Texas
$372K +$371K +7,146 New

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.