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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
KCIC
176
Kuhn & Co Investment Counsel
Illinois
$847K +$52.2K +1,000 +7%
SSC
177
Syverson Strege & Co
Iowa
$831K +$4.02K +77 +0.5%
MWP
178
Madison Wealth Partners
Wisconsin
$817K +$44.9K +860 +6%
PFA
179
Petra Financial Advisors
Colorado
$798K
Creative Planning
180
Creative Planning
Kansas
$790K -$75.6K -1,448 -9%
FFP
181
Freedom Financial Partners
Minnesota
$784K +$792K +15,152 New
SFA
182
Sequoia Financial Advisors
Ohio
$775K
WN
183
Williams & Novak
California
$771K -$586K -11,215 -43%
KWM
184
Kingsview Wealth Management
Oregon
$749K +$99.3K +1,900 +15%
OWM
185
Olympus Wealth Management
Utah
$734K +$486K +9,297 +190%
MCFP
186
Mallini Complete Financial Planning
Florida
$729K +$737K +14,100 New
SWM
187
SeaCrest Wealth Management
New York
$727K +$223K +4,271 +44%
BWMG
188
Barnes Wealth Management Group
California
$725K +$732K +14,008 New
SIAG
189
Signet Investment Advisory Group
Rhode Island
$712K +$73.1K +1,400 +11%
APA
190
Astoria Portfolio Advisors
New York
$689K +$121K +2,318 +21%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$685K +$8.31K +159 +1%
SA
192
Sanctuary Advisors
Indiana
$669K -$22.4K -428 -3%
SIAP
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$667K +$674K +12,900 New
BFC
194
Bedel Financial Consulting
Indiana
$665K
PAWA
195
Palo Alto Wealth Advisors
California
$643K +$403K +7,712 +164%
AIM
196
Anchor Investment Management
South Carolina
$643K
First Trust Advisors
197
First Trust Advisors
Illinois
$627K +$140K +2,688 +28%
FFA
198
Farther Finance Advisors
California
$627K -$138K -2,640 -18%
AC
199
Apella Capital
Connecticut
$616K +$622K +11,912 New
DWP
200
Destiny Wealth Partners
Florida
$613K +$7.58K +145 +1%

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.