We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

141 hedge funds and large institutions have $350M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% less funds holding

Funds holding: 142 → 141 (-1)

6% less capital invested

Capital invested by funds: $374M → $350M (-$24.3M)

7.57% less ownership

Funds ownership: 58.36% → 50.79% (-7.6%)

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
66
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
Biltmore Wealth Management
Arizona
+$15.6M
2
EFL
ERn Financial LLC
Wisconsin
+$3.73M
3
PI
PFS Investments
Georgia
+$2.87M
4
RMDI
R.M. Davis Inc
Maine
+$2.72M
5
PAG
Private Advisor Group
New Jersey
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.61M
2
OMC
Old Mission Capital
Illinois
-$5.07M
3
PWM
PRW Wealth Management
Massachusetts
-$2.42M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
5
SB
Sunflower Bank
Texas
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$3.12M – – –
FM
27
Foster & Motley
Ohio
$2.89M +$35.7K +628 +1%
PI
28
PFS Investments
Georgia
$2.84M +$2.87M +50,550 New
SCA
29
Stokes Capital Advisors
South Carolina
$2.65M +$142K +2,500 +6%
PG
30
Patten Group
Tennessee
$2.49M +$80.6K +1,418 +3%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$2.46M +$307K +5,394 +14%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.34M +$69.2K +1,217 +3%
SA
33
Sunesis Advisors
Kansas
$2.22M – – –
ACP
34
Aviance Capital Partners
Florida
$2.17M +$268K +4,711 +14%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$2.15M +$44.4K +781 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.13M +$61.5K +1,083 +3%
RWP
37
RWA Wealth Partners
Massachusetts
$2.07M – – –
OAM
38
Occidental Asset Management
California
$2M +$351K +6,173 +21%
EWM
39
Executive Wealth Management
Michigan
$1.96M +$29.9K +526 +2%
HDIM
40
Hanson & Doremus Investment Management
Vermont
$1.7M +$801K +14,095 +87%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.63M -$122K -2,149 -7%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$1.42M +$354K +6,222 +33%
JCM
43
Janney Capital Management
Pennsylvania
$1.39M -$27.8K -489 -2%
SXL
44
Summit X LLC
Missouri
$1.3M +$113K +1,997 +9%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.29M -$739 -13 -0.1%
PCIA
46
Prime Capital Investment Advisors
Kansas
$1.27M +$1.28M +22,607 New
COF
47
Capital One Financial
Virginia
$1.21M +$10.1K +177 +0.8%
CCFM
48
Clear Creek Financial Management
Washington
$1.2M +$168K +2,955 +16%
KFC
49
Klingenstein Fields & Co
New York
$1.19M +$1.2M +21,115 New
Creative Planning
50
Creative Planning
Kansas
$1.17M +$953K +16,773 +419%
1
2
3 4 5

MUNI Hedge Fund Activity: Q3 2021 in Review

141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2021, worth a combined $350M — down 6.5% from $374M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUNI positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 28 trimmed.

The largest buyer was Biltmore Wealth Management, opening a new position worth an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $5.61M sold.

  • 141 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2021, down from 142 in Q2 2021.
  • Funds reported $350M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2021, down 6.5% quarter-over-quarter.
  • 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2021 and 15 closed out, a net change of +2 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2021 was Biltmore Wealth Management, an estimated $15.6M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2021 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2021.