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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

163 hedge funds and large institutions have $438M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

25% more capital invested

Capital invested by funds: $350M → $438M (+$87.8M)

16% more funds holding

Funds holding: 141 → 163 (+22)

11.54% more ownership

Funds ownership: 50.79% → 62.33% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
163
Holders Change
+22
Holders Change %
+15.6%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
32
Increased
60
Reduced
42
Closed
7
Calls
$2.65M
Puts
–
Net Calls
+$2.65M
Net Calls Change
+$2.65M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$25.9M
2
FTUS
Flow Traders U.S.
New York
+$2.72M
3
NA
NewEdge Advisors
Louisiana
+$2.31M
4
COF
Capital One Financial
Virginia
+$2.07M
5
AF
Allworth Financial
California
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
SW
Signify Wealth
Missouri
-$3.08M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.88M
4
PAG
Private Advisor Group
New Jersey
-$1.85M
5
CIA
Compass Ion Advisors
Pennsylvania
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$3.3M -$157K -2,789 -5%
COF
27
Capital One Financial
Virginia
$3.28M +$2.07M +36,881 +172%
CWM
28
CarsonAllaria Wealth Management
Illinois
$2.94M +$2.94M +52,242 New
FM
29
Foster & Motley
Ohio
$2.88M -$4.95K -88 -0.2%
FTUS
30
Flow Traders U.S.
New York
$2.72M +$2.72M +48,388 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$2.71M – – –
SCA
32
Stokes Capital Advisors
South Carolina
$2.65M – – –
PG
33
Patten Group
Tennessee
$2.43M -$49.5K -881 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.42M +$81.8K +1,454 +4%
FIBT
35
First International Bank & Trust
North Dakota
$2.39M +$2.39M +42,543 New
PI
36
PFS Investments
Georgia
$2.32M -$517K -9,195 -18%
NA
37
NewEdge Advisors
Louisiana
$2.31M +$2.31M +41,079 New
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$2.25M -$210K -3,730 -9%
SA
39
Sunesis Advisors
Kansas
$2.21M – – –
ACP
40
Aviance Capital Partners
Florida
$2.16M -$10.4K -185 -0.5%
HDIM
41
Hanson & Doremus Investment Management
Vermont
$2.11M +$415K +7,382 +24%
RWP
42
RWA Wealth Partners
Massachusetts
$2.06M – – –
OAM
43
Occidental Asset Management
California
$2.04M +$46.2K +821 +2%
EWM
44
Executive Wealth Management
Michigan
$2.02M +$63.6K +1,131 +3%
KFC
45
Klingenstein Fields & Co
New York
$1.99M +$799K +14,209 +67%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.84M -$290K -5,149 -14%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$1.73M -$406K -7,215 -19%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.69M +$912K +16,227 +117%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.65M +$26.4K +470 +2%
OPS
50
Orion Portfolio Solutions
Nebraska
$1.52M +$503K +8,947 +49%
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MUNI Hedge Fund Activity: Q4 2021 in Review

163 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2021, worth a combined $438M — up 25% from $350M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MUNI positions and 7 closed out — a net gain of 25 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $25.9M. The largest seller was Signify Wealth, cutting an estimated $3.08M.

  • 163 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $438M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2021, up 25% quarter-over-quarter.
  • 32 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2021 and 7 closed out, a net change of +25 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2021 was Jane Street, an estimated $25.9M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2021 was Signify Wealth, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2021.