PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
263 hedge funds and large institutions have $1.13B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 80
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
1% more capital invested
Capital invested by funds: $1.11B → $1.13B (+$15.9M)
0% more funds holding
Funds holding: 262 → 263 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.17% less ownership
Funds ownership: 81.74% → 80.57% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Cercano Management
Bellevue,
Washington
|
+$20.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16M |
| 3 |
JP Morgan Chase
New York
|
+$8.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.99M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.1M |
| 3 |
Morgan Stanley
New York
|
-$12M |
| 4 |
B
Bailard
Foster City,
California
|
-$8.08M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.9M |
MUNI Hedge Fund Activity: Q1 2024 in Review
263 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2024, worth a combined $1.13B — up 1.4% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MUNI positions and 20 closed out — a net gain of 7 holders — while 109 added to existing stakes and 80 trimmed.
The largest buyer was Cercano Management, opening a new position worth an estimated $20.2M. The largest seller was Osaic Holdings, cutting an estimated $19.7M.
- 263 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2024, up from 262 in Q4 2023.
- Funds reported $1.13B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2024, up 1.4% quarter-over-quarter.
- 27 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2024 and 20 closed out, a net change of +7 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2024 was Cercano Management, an estimated $20.2M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2024 was Osaic Holdings, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2024.