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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
4WM
201
49 Wealth Management
Texas
$370K -$35.9K -690 -9%
CPA
202
Clear Point Advisors
New York
$369K -$42.3K -814 -10%
CB
203
Commerce Bank
Missouri
$367K -$331K -6,365 -47%
1WM
204
1900 Wealth Management
Texas
$366K
BCWM
205
Bartlett & Co Wealth Management
Ohio
$365K
AFP
206
Ausdal Financial Partners
Iowa
$361K +$34.6K +666 +11%
MFS
207
McNamara Financial Services
Massachusetts
$359K -$61.6K -1,185 -15%
Betterment LLC
208
Betterment LLC
New York
$358K +$357K +6,877 New
GWM
209
Geneos Wealth Management
Colorado
$351K +$198K +3,810 +130%
OMC
210
Old Mission Capital
Illinois
$351K +$350K +6,741 New
BDFN
211
Bond & Devick Financial Network
Minnesota
$349K +$39.1K +752 +13%
SA
212
Sunesis Advisors
Kansas
$346K
VIM
213
Vista Investment Management
Pennsylvania
$341K +$8.06K +155 +2%
CFA
214
Cahill Financial Advisors
Minnesota
$340K
DC
215
Davenport & Co
Virginia
$339K
Jones Financial Companies
216
Jones Financial Companies
Missouri
$327K +$327K +6,285 New
GSEP
217
Golden State Equity Partners
California
$323K +$323K +6,213 New
CA
218
Continuum Advisory
Idaho
$321K
GF
219
GGM Financials
Ohio
$314K +$314K +6,033 New
SS
220
Sunbelt Securities
Texas
$311K +$74.1K +1,426 +31%
GI
221
Gradient Investments
Minnesota
$311K +$3.48K +67 +1%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$309K -$738K -14,195 -71%
SMH
223
Sanders Morris Harris
Texas
$308K
PFA
224
Professional Financial Advisors
Nebraska
$307K +$1.61K +31 +0.5%
CMS
225
Capital Market Strategies
Florida
$286K

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.