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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

219 hedge funds and large institutions have $734M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 215219 (+4)

3% more capital invested

Capital invested by funds: $712M → $734M (+$22.7M)

0.81% more ownership

Funds ownership: 72.52%73.32% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
94
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54.9M +$5.69M +110,924 +11%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54.6M +$2.05M +40,070 +4%
Morgan Stanley
3
Morgan Stanley
New York
$48.8M +$7.91M +154,265 +19%
Bank of America
4
Bank of America
North Carolina
$45.4M -$451K -8,804 -1%
WWA
5
WCG Wealth Advisors
Nevada
$33.2M +$1.01M +19,619 +3%
Wells Fargo
6
Wells Fargo
California
$33M +$2.47M +48,204 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$26.5M +$12.7M +248,453 +88%
UBS Group
8
UBS Group
Switzerland
$21.6M -$519K -10,118 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$18.8M +$11.2M +218,046 +139%
HighTower Advisors
10
HighTower Advisors
Illinois
$18.3M +$160K +3,124 +0.9%
MW
11
MBL Wealth
North Carolina
$17.6M +$2.46M +48,090 +16%
APP
12
Avantax Planning Partners
Iowa
$17M +$409K +7,982 +2%
BWM
13
Biltmore Wealth Management
Arizona
$14.5M +$1.01M +19,752 +7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$13.4M +$878K +17,122 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13M +$1.64M +32,026 +14%
CAN
16
Cetera Advisor Networks
California
$10.8M +$4.22M +82,324 +61%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$10.6M -$584K -11,387 -5%
BCI
18
Brinker Capital Investments
Pennsylvania
$10.4M -$9.08M -177,088 -46%
OPS
19
Orion Portfolio Solutions
Nebraska
$10.4M -$9.08M -177,088 -46%
FA
20
Fermata Advisors
California
$8.67M +$8.87M +173,131 New
Stifel Financial
21
Stifel Financial
Missouri
$8.39M -$971K -18,937 -10%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$7.54M +$1.28K +25 +0%
XF
23
XML Financial
Maryland
$7.04M +$6.93M +135,118 +2,503%
CAL
24
Capital Analysts LLC
Pennsylvania
$6.58M +$4.12M +80,372 +158%
RJA
25
Raymond James & Associates
Florida
$5.79M -$107K -2,082 -2%

MUNI Hedge Fund Activity: Q3 2023 in Review

219 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2023, worth a combined $734M — up 3.2% from $712M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MUNI positions and 20 closed out — a net gain of 7 holders — while 94 added to existing stakes and 66 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.7M. The largest seller was Brinker Capital Investments, cutting an estimated $9.08M.

  • 219 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2023, up from 215 in Q2 2023.
  • Funds reported $734M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 27 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2023 and 20 closed out, a net change of +7 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2023 was Osaic Holdings, an estimated $12.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2023 was Brinker Capital Investments, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2023.