PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
288 hedge funds and large institutions have $1.28B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 86 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
49% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 86
7% more capital invested
Capital invested by funds: $1.2B → $1.28B (+$81.7M)
3% more funds holding
Funds holding: 279 → 288 (+9)
3.83% less ownership
Funds ownership: 79.68% → 75.85% (-3.8%)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$25.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
| 3 |
JP Morgan Chase
New York
|
+$11.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$10.9M |
| 5 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
+$7.98M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$18.4M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$9.16M |
| 3 |
CM
Cercano Management
Bellevue,
Washington
|
-$6.96M |
| 4 |
B
Bailard
Foster City,
California
|
-$4.21M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$3.99M |
MUNI Hedge Fund Activity: Q3 2024 in Review
288 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2024, worth a combined $1.28B — up 6.8% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MUNI positions and 14 closed out — a net gain of 15 holders — while 128 added to existing stakes and 86 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $25.7M. The largest seller was LPL Financial, cutting an estimated $18.4M.
- 288 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2024, up from 279 in Q2 2024.
- Funds reported $1.28B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2024, up 6.8% quarter-over-quarter.
- 29 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2024 and 14 closed out, a net change of +15 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2024 was Focus Partners Wealth, an estimated $25.7M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2024 was LPL Financial, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2024.