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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
YIA
201
YHB Investment Advisors
Connecticut
$609K +$615K +11,779 New
OFS
202
Orrstown Financial Services
Pennsylvania
$608K +$614K +11,750 New
FFN
203
Focus Financial Network
Minnesota
$605K +$372K +7,122 +157%
KCM
204
Kendall Capital Management
Maryland
$600K +$606K +11,600 New
CIA
205
Concurrent Investment Advisors
Florida
$599K +$4.34K +83 +0.7%
P
206
&Partners
Tennessee
$598K +$396K +7,589 +191%
SWA
207
Stratos Wealth Advisors
Ohio
$592K +$5.07K +97 +0.9%
CCM
208
Coldstream Capital Management
Washington
$570K
RCM
209
Riggs Capital Management
Utah
$561K +$567K +10,850 New
SNBOSCI
210
Security National Bank of Sioux City Iowa
Iowa
$559K +$564K +10,805 New
EWA
211
EP Wealth Advisors
California
$550K
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$550K +$555K +10,632 New
LFAS
213
Level Four Advisory Services
Texas
$541K +$161K +3,084 +42%
SWM
214
StoneCrest Wealth Management
Arizona
$524K -$1M -19,228 -66%
OCM
215
Objective Capital Management
Ohio
$520K -$200K -3,825 -28%
NL
216
NWAM LLC
Washington
$503K +$313 +6 +0.1%
EWS
217
Eagle Wealth Strategies
New Jersey
$493K
FWM
218
Fairhaven Wealth Management
Illinois
$491K
VPP
219
Vertex Planning Partners
Illinois
$485K +$32.3K +619 +7%
AAS
220
Ameritas Advisory Services
Nebraska
$479K +$18.1K +347 +4%
TCM
221
Towneley Capital Management
California
$465K -$42.9M -821,655 -99%
HF
222
HRT Financial
New York
$462K +$467K +8,940 New
MMA
223
Miracle Mile Advisors
California
$457K +$261 +5 +0.1%
WA
224
WBH Advisory
Maryland
$454K
SOS
225
Silver Oak Securities
Tennessee
$452K -$44.5K -851 -9%

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.