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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

334 hedge funds and large institutions have $3.6B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 17

181% more capital invested

Capital invested by funds: $1.28B → $3.6B (+$2.32B)

71% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 83

16% more funds holding

Funds holding: 288334 (+46)

6.69% more ownership

Funds ownership: 75.85%82.54% (+6.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
334
Holders Change
+46
Holders Change %
+15.97%
% of All Funds
4.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
69
Increased
142
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.14B +$1.07M +20,467 +98%
Bank of America
2
Bank of America
North Carolina
$105M +$29M +555,040 +38%
Morgan Stanley
3
Morgan Stanley
New York
$90.9M +$12.1M +231,041 +15%
JP Morgan Chase
4
JP Morgan Chase
New York
$85M +$27.6M +528,871 +48%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$78.6M +$2.6M +49,841 +3%
LPL Financial
6
LPL Financial
California
$67.4M +$12.8M +244,800 +23%
Wells Fargo
7
Wells Fargo
California
$66.8M +$2.07M +39,595 +3%
DWM
8
Dynasty Wealth Management
Florida
$51.7M +$41.2M +787,906 +371%
UBS Group
9
UBS Group
Switzerland
$40.9M -$2.14M -40,936 -5%
SFGP
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$32.6M +$32.9M +629,541 New
SWP
11
Sagespring Wealth Partners
Tennessee
$29.3M +$29.6M +566,606 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$27.3M +$1.6M +30,716 +6%
WWA
13
WCG Wealth Advisors
Nevada
$24.4M +$243K +4,659 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$23.1M +$23.3M +445,941 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$22.5M +$665K +12,725 +3%
MW
16
MBL Wealth
North Carolina
$22.3M +$172K +3,294 +0.8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.3M +$1.9M +36,342 +10%
QWP
18
Quotient Wealth Partners
Texas
$19.1M -$197K -3,780 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$18.8M +$2.54M +48,586 +15%
NA
20
NewEdge Advisors
Louisiana
$16.4M +$18K +344 +0.1%
RMDI
21
R.M. Davis Inc
Maine
$16.1M +$1.82M +34,750 +13%
APP
22
Avantax Planning Partners
Iowa
$14.1M -$2.45M -46,929 -15%
HighTower Advisors
23
HighTower Advisors
Illinois
$13.4M -$14.5M -276,978 -52%
B
24
Bailard
California
$12.8M -$9.89M -189,245 -43%
XF
25
XML Financial
Maryland
$11.7M -$41.1K -786 -0.3%

MUNI Hedge Fund Activity: Q4 2024 in Review

334 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2024, worth a combined $3.6B — up 181% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MUNI positions and 17 closed out — a net gain of 52 holders — while 142 added to existing stakes and 83 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $41.2M. The largest seller was Towneley Capital Management, cutting an estimated $42.9M.

  • 334 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2024, up from 288 in Q3 2024.
  • Funds reported $3.6B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2024, up 181% quarter-over-quarter.
  • 69 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2024 and 17 closed out, a net change of +52 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2024 was Dynasty Wealth Management, an estimated $41.2M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2024 was Towneley Capital Management, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2024.