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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

140 hedge funds and large institutions have $364M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 30

7% more capital invested

Capital invested by funds: $339M → $364M (+$25M)

6% more funds holding

Funds holding: 132140 (+8)

0.8% more ownership

Funds ownership: 57.79%58.59% (+0.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
62
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Stokes Capital Advisors
South Carolina
$2.62M
AWP
27
Abacus Wealth Partners
California
$2.44M -$203K -3,592 -8%
PG
28
Patten Group
Tennessee
$2.27M +$128K +2,265 +6%
SA
29
Sunesis Advisors
Kansas
$2.21M -$84.1K -1,486 -4%
FTUS
30
Flow Traders U.S.
New York
$2.17M +$1.96M +34,711 +871%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$2.1M
RWP
32
RWA Wealth Partners
Massachusetts
$2.07M
RCAG
33
Rehmann Capital Advisory Group
Michigan
$2.04M +$319K +5,631 +18%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.02M +$169K +2,984 +9%
EWM
35
Executive Wealth Management
Michigan
$1.77M +$29.8K +527 +2%
ACP
36
Aviance Capital Partners
Florida
$1.74M +$103K +1,828 +6%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$1.72M +$58.4K +1,033 +3%
CCMG
38
Clark Capital Management Group
Pennsylvania
$1.67M +$102K +1,795 +6%
OAM
39
Occidental Asset Management
California
$1.65M +$413K +7,302 +33%
JCM
40
Janney Capital Management
Pennsylvania
$1.42M +$154K +2,715 +12%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.41M -$10.8K -191 -0.8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.41M -$30.4K -538 -2%
BWA
43
Beam Wealth Advisors
Louisiana
$1.35M -$192K -3,399 -12%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.31M +$470K +8,310 +55%
SB
45
Sunflower Bank
Texas
$1.27M
Creative Planning
46
Creative Planning
Kansas
$1.26M -$24.6K -435 -2%
TI
47
Tidal Investments
Wisconsin
$1.14M +$1.15M +20,253 New
SXL
48
Summit X LLC
Missouri
$1.14M +$271K +4,793 +31%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.13M -$57 -1 -0%
HDIM
50
Hanson & Doremus Investment Management
Vermont
$1.12M +$138K +2,432 +14%

MUNI Hedge Fund Activity: Q1 2021 in Review

140 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2021, worth a combined $364M — up 7.4% from $339M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUNI positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 30 trimmed.

The largest buyer was Compass Ion Advisors, adding an estimated $7.22M. The largest seller was Jane Street, cutting an estimated $6.87M.

  • 140 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2021, up from 132 in Q4 2020.
  • Funds reported $364M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2021 and 8 closed out, a net change of +9 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2021 was Compass Ion Advisors, an estimated $7.22M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2021 was Jane Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q1 2021.