We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

141 hedge funds and large institutions have $350M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% less funds holding

Funds holding: 142 → 141 (-1)

6% less capital invested

Capital invested by funds: $374M → $350M (-$24.3M)

7.57% less ownership

Funds ownership: 58.36% → 50.79% (-7.6%)

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
66
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
Biltmore Wealth Management
Arizona
+$15.6M
2
EFL
ERn Financial LLC
Wisconsin
+$3.73M
3
PI
PFS Investments
Georgia
+$2.87M
4
RMDI
R.M. Davis Inc
Maine
+$2.72M
5
PAG
Private Advisor Group
New Jersey
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.61M
2
OMC
Old Mission Capital
Illinois
-$5.07M
3
PWM
PRW Wealth Management
Massachusetts
-$2.42M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
5
SB
Sunflower Bank
Texas
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$581K -$4.38K -77 -0.7%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$548K +$148K +2,601 +37%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$498K +$189K +3,326 +60%
CTFG
79
Capstone Triton Financial Group
Oklahoma
$493K – – –
CWA
80
Clearview Wealth Advisors
Oregon
$487K +$59.1K +1,040 +14%
BRWM
81
B. Riley Wealth Management
Tennessee
$445K +$96.6K +1,700 +27%
KAS
82
Kestra Advisory Services
Texas
$443K -$52.2K -918 -10%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$428K – – –
PFS
84
Prospera Financial Services
Texas
$396K +$796 +14 +0.2%
CRWM
85
Castle Rock Wealth Management
California
$393K +$227 +4 +0.1%
FHC
86
First Heartland Consultants
Missouri
$384K – – –
DC
87
Davenport & Co
Virginia
$367K – – –
MSFS
88
Main Street Financial Solutions
Pennsylvania
$354K +$35.5K +625 +11%
TIM
89
Tortoise Investment Management
New York
$352K – – –
SAM
90
SignalPoint Asset Management
Missouri
$344K +$17K +300 +5%
TCM
91
TD Capital Management
Tennessee
$338K +$340K +5,989 New
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$337K +$15.8K +278 +5%
PWMG
93
Prestige Wealth Management Group
New Jersey
$326K +$170 +3 +0.1%
ATC
94
Argent Trust Co
Tennessee
$309K +$99.7K +1,755 +47%
BWM
95
BerganKDV Wealth Management
Minnesota
$303K +$41.3K +726 +16%
APA
96
American Portfolios Advisors
New York
$303K -$2.61K -46 -0.8%
BAM
97
Belpointe Asset Management
Nevada
$302K +$1.19K +21 +0.4%
Citadel Advisors
98
Citadel Advisors
Florida
$293K -$1.5M -26,470 -84%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$293K – – –
XF
100
XML Financial
Maryland
$288K +$54.4K +957 +23%
2 3
4
5 6

MUNI Hedge Fund Activity: Q3 2021 in Review

141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2021, worth a combined $350M — down 6.5% from $374M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUNI positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 28 trimmed.

The largest buyer was Biltmore Wealth Management, opening a new position worth an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $5.61M sold.

  • 141 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2021, down from 142 in Q2 2021.
  • Funds reported $350M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2021, down 6.5% quarter-over-quarter.
  • 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2021 and 15 closed out, a net change of +2 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2021 was Biltmore Wealth Management, an estimated $15.6M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2021 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2021.