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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

140 hedge funds and large institutions have $364M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 30

7% more capital invested

Capital invested by funds: $339M → $364M (+$25M)

6% more funds holding

Funds holding: 132140 (+8)

0.8% more ownership

Funds ownership: 57.79%58.59% (+0.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
62
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KC
51
Kingfisher Capital
North Carolina
$1.09M +$78.6K +1,390 +8%
MAFM
52
Mid Atlantic Financial Management
Pennsylvania
$1.06M +$1.07M +18,844 New
AF
53
Advisornet Financial
Minnesota
$998K -$63.5K -1,122 -6%
OPS
54
Orion Portfolio Solutions
Nebraska
$950K +$123K +2,177 +15%
ACP
55
Aveo Capital Partners
Colorado
$928K +$386K +6,818 +70%
Goldman Sachs
56
Goldman Sachs
New York
$895K +$2.26K +40 +0.3%
IWP
57
Innova Wealth Partners
Pennsylvania
$851K
OCM
58
Orser Capital Management
Texas
$844K +$14.7K +260 +2%
Truist Financial
59
Truist Financial
North Carolina
$832K -$29.2K -516 -3%
PJSIMP
60
P.J. Schmidt Investment Management (PJS)
Wisconsin
$825K -$357K -6,303 -30%
SW
61
SteelPeak Wealth
California
$808K -$2.27M -40,179 -74%
IWM
62
IHT Wealth Management
Illinois
$806K +$250K +4,426 +45%
First Trust Advisors
63
First Trust Advisors
Illinois
$760K -$147K -2,591 -16%
HA
64
Harborview Advisors
Maine
$753K -$143K -2,525 -16%
AWM
65
Avondale Wealth Management
Texas
$694K
Citigroup
66
Citigroup
New York
$687K -$96.2K -1,700 -12%
RJA
67
Raymond James & Associates
Florida
$646K +$241K +4,255 +59%
AIM
68
Anchor Investment Management
South Carolina
$607K
LCM
69
Leisure Capital Management
California
$586K +$310K +5,476 +111%
Jane Street
70
Jane Street
New York
$538K -$6.87M -121,426 -93%
CAN
71
Cetera Advisor Networks
California
$532K +$1.25K +22 +0.2%
MAA
72
Matrix Asset Advisors
New York
$501K
CTFG
73
Capstone Triton Financial Group
Oklahoma
$494K
OC
74
Oppenheimer & Co
New York
$491K +$42.2K +745 +9%
KAS
75
Kestra Advisory Services
Texas
$479K -$122K -2,160 -20%

MUNI Hedge Fund Activity: Q1 2021 in Review

140 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2021, worth a combined $364M — up 7.4% from $339M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUNI positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 30 trimmed.

The largest buyer was Compass Ion Advisors, adding an estimated $7.22M. The largest seller was Jane Street, cutting an estimated $6.87M.

  • 140 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2021, up from 132 in Q4 2020.
  • Funds reported $364M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2021 and 8 closed out, a net change of +9 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2021 was Compass Ion Advisors, an estimated $7.22M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2021 was Jane Street, an estimated $6.87M sold.

Based on aggregated 13F filings for Q1 2021.