PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
336 hedge funds and large institutions have $1.47B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 84 reducing their positions, and 17 closing their positions.
300% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 17
71% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 84
15% more funds holding
Funds holding: 291 → 336 (+45)
14% more capital invested
Capital invested by funds: $1.29B → $1.47B (+$179M)
6.49% more ownership
Funds ownership: 76.26% → 82.75% (+6.5%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$41.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29M |
| 3 |
JP Morgan Chase
New York
|
+$27.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$12.8M |
| 5 |
Morgan Stanley
New York
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Towneley Capital Management
Laguna Hills,
California
|
-$42.9M |
| 2 |
CM
Cercano Management
Bellevue,
Washington
|
-$20.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$14.5M |
| 4 |
B
Bailard
Foster City,
California
|
-$9.89M |
| 5 |
Renaissance Technologies
New York
|
-$5.93M |
MUNI Hedge Fund Activity: Q4 2024 in Review
336 of the 7,607 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 $1.47B — up 14% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MUNI positions and 17 closed out — a net gain of 51 holders — while 144 added to existing stakes and 84 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.
- 336 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2024, up from 291 in Q3 2024.
- Funds reported $1.47B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2024, up 14% quarter-over-quarter.
- 68 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2024 and 17 closed out, a net change of +51 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.