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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $477M → $620M (+$143M)

5.81% more ownership

Funds ownership: 67.3% → 73.11% (+5.8%)

6% more funds holding

Funds holding: 160 → 169 (+9)

24% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 63

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.85%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$909K

Top Buyers

1
SHGA
Sand Hill Global Advisors
California
+$56.2M
2
SSC
Syverson Strege & Co
Iowa
+$19.3M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$18.1M
4
MMA
Miracle Mile Advisors
California
+$17.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$16.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.1M
2
Jane Street
Jane Street
New York
-$24.9M
3
CIA
Compass Ion Advisors
Pennsylvania
-$16.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.86M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$5.3M +$1.67M +32,344 +46%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$5M -$1.68M -32,554 -25%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$3.67M +$3.69M +71,226 New
CWM
29
CarsonAllaria Wealth Management
Illinois
$3.64M +$912K +17,616 +33%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$3.62M -$255K -4,936 -7%
SW
31
Signify Wealth
Missouri
$3.59M +$3.05M +58,955 +547%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.1M +$47.1K +911 +2%
FM
33
Foster & Motley
Ohio
$3.09M +$779K +15,052 +33%
RMDI
34
R.M. Davis Inc
Maine
$3.05M -$197K -3,800 -6%
MW
35
MBL Wealth
North Carolina
$2.87M -$915K -17,675 -24%
CWM
36
Cornerstone Wealth Management
Missouri
$2.84M -$1.22M -23,496 -30%
Financial Engines Advisors
37
Financial Engines Advisors
California
$2.79M +$2.8M +54,106 New
CAL
38
Capital Analysts LLC
Pennsylvania
$2.56M +$2.49M +48,092 +2,836%
AF
39
Allworth Financial
California
$2.55M +$1.05M +20,195 +69%
FIBT
40
First International Bank & Trust
North Dakota
$2.47M -$19K -368 -0.8%
BCI
41
Brinker Capital Investments
Pennsylvania
$2.41M -$2.8M -54,196 -54%
PI
42
PFS Investments
Georgia
$2.34M +$385K +7,433 +20%
PG
43
Patten Group
Tennessee
$2.31M +$138K +2,658 +6%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$2.27M +$444K +8,589 +24%
NA
45
NewEdge Advisors
Louisiana
$2.25M -$460K -8,896 -17%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.24M -$2.86M -55,278 -56%
HDIM
47
Hanson & Doremus Investment Management
Vermont
$2.05M -$311K -6,003 -13%
ACP
48
Aviance Capital Partners
Florida
$2.04M -$5.8K -112 -0.3%
SCA
49
Stokes Capital Advisors
South Carolina
$1.97M -$476K -9,190 -19%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.96M -$68.3K -1,319 -3%
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MUNI Hedge Fund Activity: Q2 2022 in Review

169 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2022, worth a combined $620M — up 30% from $477M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUNI positions and 19 closed out — a net gain of 11 holders — while 48 added to existing stakes and 63 trimmed.

The largest buyer was Sand Hill Global Advisors, opening a new position worth an estimated $56.2M. The largest seller was Fidelity Investments, cutting an estimated $26.1M.

  • 169 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2022, up from 160 in Q1 2022.
  • Funds reported $620M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2022, up 30% quarter-over-quarter.
  • 30 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2022 and 19 closed out, a net change of +11 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2022 was Sand Hill Global Advisors, an estimated $56.2M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2022 was Fidelity Investments, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2022.