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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
RMDI
76
R.M. Davis Inc
Maine
$472K +$222K +3,926 +88%
COF
77
Capital One Financial
Virginia
$467K +$204K +3,606 +77%
AAS
78
Avantax Advisory Services
Texas
$439K +$152K +2,685 +52%
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$427K +$114K +2,014 +36%
DAS
80
Dynamic Advisor Solutions
Arizona
$403K +$76.2K +1,346 +23%
PFS
81
Prospera Financial Services
Texas
$393K +$849 +15 +0.2%
FHC
82
First Heartland Consultants
Missouri
$385K +$94.7K +1,674 +32%
CWA
83
Clearview Wealth Advisors
Oregon
$373K -$22.7K -401 -6%
DC
84
Davenport & Co
Virginia
$366K +$6.51K +115 +2%
IWC
85
Integrated Wealth Concepts
Massachusetts
$359K
BRWM
86
B. Riley Wealth Management
Tennessee
$348K +$141K +2,500 +68%
KLI
87
Kelman-Lazarov Inc
Tennessee
$347K -$17.1K -302 -5%
TIM
88
Tortoise Investment Management
New York
$346K +$40.4K +714 +13%
CRWM
89
Castle Rock Wealth Management
California
$339K +$170 +3 +0.1%
PWMG
90
Prestige Wealth Management Group
New Jersey
$323K +$326K +5,756 New
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$320K +$322K +5,692 New
MSFS
92
Main Street Financial Solutions
Pennsylvania
$317K
PCMC
93
Paragon Capital Management (Colorado)
Colorado
$309K +$8.43K +149 +3%
BAM
94
Belpointe Asset Management
Nevada
$299K +$1.3K +23 +0.4%
CWS
95
Cypress Wealth Services
California
$292K
VC
96
Vicus Capital
Pennsylvania
$291K +$32K +565 +12%
SWM
97
Spire Wealth Management
Virginia
$291K +$293K +5,175 New
OFG
98
Oxford Financial Group
Indiana
$290K
APA
99
American Portfolios Advisors
New York
$280K -$36.7K -649 -12%
SAM
100
SignalPoint Asset Management
Missouri
$275K +$22.6K +400 +9%

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.