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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

169 hedge funds and large institutions have $555M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.68% more ownership

Funds ownership: 73.11% → 73.79% (+0.68%)

0% more funds holding

Funds holding: 169 → 169 (0)

10% less capital invested

Capital invested by funds: $620M → $555M (-$65M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
25
Increased
74
Reduced
45
Closed
23
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$551K

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$13.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.72M
3
WAAG
Wealth Alliance Advisory Group
Kansas
+$7.32M
4
BCI
Brinker Capital Investments
Pennsylvania
+$7.2M
5
FA
Fermata Advisors
California
+$7.2M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$53.7M
2
Bank of America
Bank of America
North Carolina
-$24.1M
3
SSC
Syverson Strege & Co
Iowa
-$19.3M
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$10.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$8.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.58M +$3.51M +67,787 +156%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$5.07M +$204K +3,940 +4%
SC
28
Steph & Co
Wisconsin
$4.75M -$1.87M -36,235 -28%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.24M -$2.62M -50,657 -37%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.92M +$931K +18,000 +30%
FM
31
Foster & Motley
Ohio
$3.91M +$928K +17,937 +30%
CWM
32
CarsonAllaria Wealth Management
Illinois
$3.56M +$15K +289 +0.4%
SW
33
Signify Wealth
Missouri
$3.53M +$32K +618 +0.9%
FIBT
34
First International Bank & Trust
North Dakota
$3.28M +$904K +17,470 +36%
NA
35
NewEdge Advisors
Louisiana
$3.27M +$1.12M +21,556 +49%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.08M +$1.21M +23,473 +62%
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.07M +$369K +7,138 +13%
CWM
38
Cornerstone Wealth Management
Missouri
$3.03M +$267K +5,151 +9%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$3.01M +$1.73M +33,432 +125%
CAL
40
Capital Analysts LLC
Pennsylvania
$2.7M +$215K +4,146 +8%
RMDI
41
R.M. Davis Inc
Maine
$2.62M -$362K -6,999 -12%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$2.47M +$260K +5,030 +11%
SHGA
43
Sand Hill Global Advisors
California
$2.37M -$53.7M -1,038,278 -96%
SCA
44
Stokes Capital Advisors
South Carolina
$2.32M +$411K +7,950 +21%
SG
45
StoneX Group
New York
$2.31M +$2.38M +46,057 New
HDIM
46
Hanson & Doremus Investment Management
Vermont
$2.21M +$223K +4,318 +11%
RT
47
Rockland Trust
Massachusetts
$2.14M +$854K +16,512 +63%
PG
48
Patten Group
Tennessee
$2.1M -$143K -2,756 -6%
ACP
49
Aviance Capital Partners
Florida
$2.05M +$67K +1,295 +3%
WA
50
WBH Advisory
Maryland
$1.92M +$1.31M +25,309 +196%
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MUNI Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2022, worth a combined $555M — down 10% from $620M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MUNI positions and 23 closed out — a net gain of 2 holders — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $13.6M. The largest seller was Sand Hill Global Advisors, cutting an estimated $53.7M.

  • 169 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $555M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2022, down 10% quarter-over-quarter.
  • 25 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2022 and 23 closed out, a net change of +2 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2022 was Baird Financial Group, an estimated $13.6M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2022 was Sand Hill Global Advisors, an estimated $53.7M sold.

Based on aggregated 13F filings for Q3 2022.