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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

142 hedge funds and large institutions have $374M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 140142 (+2)

3% more capital invested

Capital invested by funds: $364M → $374M (+$10.5M)

0.23% less ownership

Funds ownership: 58.59%58.36% (-0.23%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $278K

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
58
Reduced
38
Closed
12
Calls
Puts
$278K
Net Calls
-$278K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.71M
SCA
27
Stokes Capital Advisors
South Carolina
$2.53M -$113K -2,000 -4%
PG
28
Patten Group
Tennessee
$2.42M +$133K +2,354 +6%
PWM
29
PRW Wealth Management
Massachusetts
$2.42M +$2.42M +42,718 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.29M +$251K +4,433 +12%
SA
31
Sunesis Advisors
Kansas
$2.23M
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$2.17M +$435K +7,681 +25%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$2.11M +$52.4K +926 +3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.09M -$996K -17,586 -32%
RWP
35
RWA Wealth Partners
Massachusetts
$2.09M -$5.95K -105 -0.3%
EWM
36
Executive Wealth Management
Michigan
$1.94M +$158K +2,795 +9%
ACP
37
Aviance Capital Partners
Florida
$1.92M +$168K +2,968 +10%
Citadel Advisors
38
Citadel Advisors
Florida
$1.8M +$1.79M +31,669 New
MML Investors Services
39
MML Investors Services
Massachusetts
$1.76M +$438K +7,732 +33%
OAM
40
Occidental Asset Management
California
$1.66M
JCM
41
Janney Capital Management
Pennsylvania
$1.43M -$6.91K -122 -0.5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.3M -$121K -2,144 -9%
SB
43
Sunflower Bank
Texas
$1.28M
FTUS
44
Flow Traders U.S.
New York
$1.28M -$918K -16,212 -42%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.24M -$188K -3,323 -13%
COF
46
Capital One Financial
Virginia
$1.21M +$736K +12,992 +156%
SXL
47
Summit X LLC
Missouri
$1.2M +$47.6K +841 +4%
IWM
48
IHT Wealth Management
Illinois
$1.19M +$376K +6,637 +46%
TI
49
Tidal Investments
Wisconsin
$1.18M +$25.5K +451 +2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.14M

MUNI Hedge Fund Activity: Q2 2021 in Review

142 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2021, worth a combined $374M — up 2.9% from $364M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MUNI positions and 12 closed out — a net gain of 3 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.15M. The largest seller was Bank of America, cutting an estimated $8.14M.

  • 142 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $374M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 15 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2021 and 12 closed out, a net change of +3 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.15M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2021 was Bank of America, an estimated $8.14M sold.

Based on aggregated 13F filings for Q2 2021.