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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

261 hedge funds and large institutions have $1.19B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

62% more capital invested

Capital invested by funds: $734M → $1.19B (+$454M)

57% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 68

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 219261 (+42)

14.1% more ownership

Funds ownership: 73.32%87.42% (+14%)

Holders
261
Holders Change
+42
Holders Change %
+19.18%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
61
Increased
107
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$162M +$107M +2,097,124 +215%
LPL Financial
2
LPL Financial
California
$65.8M +$7.7M +151,274 +14%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$64.8M +$6.99M +137,265 +13%
Bank of America
4
Bank of America
North Carolina
$59.3M +$11M +216,281 +24%
Wells Fargo
5
Wells Fargo
California
$48.5M +$13.2M +259,668 +39%
TCM
6
Towneley Capital Management
California
$47.5M +$45.8M +898,942 New
B
7
Bailard
California
$43.9M +$41M +806,344 +3,265%
JP Morgan Chase
8
JP Morgan Chase
New York
$37M +$16.6M +325,366 +87%
UBS Group
9
UBS Group
Switzerland
$36.5M +$13.3M +260,902 +61%
WWA
10
WCG Wealth Advisors
Nevada
$28M -$5.01M -98,367 -16%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.9M -$97.5K -1,915 -0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.9M +$12.7M +248,776 +96%
APP
13
Avantax Planning Partners
Iowa
$22M +$3.88M +76,310 +22%
MW
14
MBL Wealth
North Carolina
$19.5M +$930K +18,272 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$17.5M -$1.68M -32,912 -9%
GIM
16
Goelzer Investment Management
Indiana
$15.2M +$13.7M +268,490 +1,412%
CAN
17
Cetera Advisor Networks
California
$14.6M +$3.03M +59,527 +28%
SHGA
18
Sand Hill Global Advisors
California
$13.7M +$12.3M +242,119 +1,384%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$13.5M +$2.18M +42,793 +20%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$13.2M -$916K -17,985 -7%
GC
21
Gratus Capital
Georgia
$12.8M +$12.3M +242,501 New
QWP
22
Quotient Wealth Partners
Texas
$12.3M +$11.8M +232,399 New
Renaissance Technologies
23
Renaissance Technologies
New York
$11.7M +$11.3M +221,971 New
BCI
24
Brinker Capital Investments
Pennsylvania
$9.8M -$1.15M -22,583 -11%
OPS
25
Orion Portfolio Solutions
Nebraska
$9.8M -$1.15M -22,583 -11%

MUNI Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2023, worth a combined $1.19B — up 62% from $734M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MUNI positions and 19 closed out — a net gain of 42 holders — while 107 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Biltmore Wealth Management, cutting an estimated $11.1M.

  • 261 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2023, up from 219 in Q3 2023.
  • Funds reported $1.19B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2023, up 62% quarter-over-quarter.
  • 61 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2023 and 19 closed out, a net change of +42 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2023 was Biltmore Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.