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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

49% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 86

7% more capital invested

Capital invested by funds: $1.2B → $1.28B (+$81.7M)

3% more funds holding

Funds holding: 279 → 288 (+9)

3.83% less ownership

Funds ownership: 79.68% → 75.85% (-3.8%)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
29
Increased
128
Reduced
86
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$25.7M
2
Bank of America
Bank of America
North Carolina
+$12.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$11.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$10.9M
5
RMDI
R.M. Davis Inc
Maine
+$7.98M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$18.4M
2
DWM
Dynasty Wealth Management
Florida
-$9.16M
3
CM
Cercano Management
Washington
-$6.96M
4
B
Bailard
California
-$4.21M
5
WWA
WCG Wealth Advisors
Nevada
-$3.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
176
Ballentine Capital Advisors
South Carolina
$520K – – –
HGA
177
Hobbs Group Advisors
South Carolina
$520K +$2.94K +56 +0.6%
SWM
178
SeaCrest Wealth Management
New York
$518K +$19K +362 +4%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$518K -$473 -9 -0.1%
NL
180
NWAM LLC
Washington
$515K +$511K +9,725 New
SOS
181
Silver Oak Securities
Tennessee
$507K +$395K +7,528 +369%
EWS
182
Eagle Wealth Strategies
New Jersey
$505K – – –
ASN
183
Advisory Services Network
Georgia
$504K – – –
FWM
184
Fairhaven Wealth Management
Illinois
$503K +$26.3K +500 +6%
First Trust Advisors
185
First Trust Advisors
Illinois
$500K -$150K -2,854 -23%
AAS
186
Ameritas Advisory Services
Nebraska
$473K +$14.6K +278 +3%
LFG
187
Larson Financial Group
Missouri
$468K +$460K +8,749 +9,614%
MMA
188
Miracle Mile Advisors
California
$468K +$525 +10 +0.1%
WA
189
WBH Advisory
Maryland
$465K – – –
VPP
190
Vertex Planning Partners
Illinois
$464K +$53.9K +1,026 +13%
SPC
191
Sigma Planning Corp
Michigan
$460K -$24.7K -470 -5%
VC
192
Vicus Capital
Pennsylvania
$426K +$735 +14 +0.2%
UW
193
Unique Wealth
Florida
$426K +$422K +8,038 New
FAFN
194
First Affirmative Financial Network
Colorado
$411K -$32.5K -618 -7%
CCFM
195
Clear Creek Financial Management
Washington
$402K -$420 -8 -0.1%
CA
196
Crumly & Associates
Illinois
$401K +$398K +7,575 New
LCM
197
Lunt Capital Management
Utah
$398K – – –
RFG
198
REAP Financial Group
Texas
$393K – – –
CPA
199
Clear Point Advisors
New York
$391K +$15.5K +295 +4%
SXL
200
Summit X LLC
Missouri
$390K – – –
6 7
8
9 10

MUNI Hedge Fund Activity: Q3 2024 in Review

288 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2024, worth a combined $1.28B — up 6.8% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUNI positions and 14 closed out — a net gain of 15 holders — while 128 added to existing stakes and 86 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $25.7M. The largest seller was LPL Financial, cutting an estimated $18.4M.

  • 288 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2024, up from 279 in Q2 2024.
  • Funds reported $1.28B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 29 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2024 and 14 closed out, a net change of +15 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2024 was Focus Partners Wealth, an estimated $25.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2024 was LPL Financial, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2024.