PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
262 hedge funds and large institutions have $1.11B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 19 closing their positions.
226% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 19
61% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 67
51% more capital invested
Capital invested by funds: $735M → $1.11B (+$376M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
20% more funds holding
Funds holding: 219 → 262 (+43)
8.28% more ownership
Funds ownership: 73.46% → 81.74% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$41M |
| 2 |
Morgan Stanley
New York
|
+$28.6M |
| 3 |
JP Morgan Chase
New York
|
+$16.6M |
| 4 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
+$13.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Biltmore Wealth Management
Tempe,
Arizona
|
-$11.1M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$5.01M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$2.93M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.28M |
| 5 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$2.16M |
MUNI Hedge Fund Activity: Q4 2023 in Review
262 of the 6,869 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 $1.11B — up 51% from $735M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MUNI positions and 19 closed out — a net gain of 43 holders — while 108 added to existing stakes and 67 trimmed.
The largest buyer was Bailard, adding an estimated $41M. The largest seller was Biltmore Wealth Management, cutting an estimated $11.1M.
- 262 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2023, up from 219 in Q3 2023.
- Funds reported $1.11B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2023, up 51% quarter-over-quarter.
- 62 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2023 and 19 closed out, a net change of +43 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2023 was Bailard, an estimated $41M 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.