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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

163 hedge funds and large institutions have $438M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

25% more capital invested

Capital invested by funds: $350M → $438M (+$87.8M)

16% more funds holding

Funds holding: 141163 (+22)

11.54% more ownership

Funds ownership: 50.79%62.33% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
163
Holders Change
+22
Holders Change %
+15.6%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
60
Reduced
42
Closed
7
Calls
$2.65M
Puts
Net Calls
+$2.65M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$738K +$160K +2,853 +28%
AWM
77
Avondale Wealth Management
Texas
$694K
FAFN
78
First Affirmative Financial Network
Colorado
$682K -$16.9K -300 -2%
SW
79
SteelPeak Wealth
California
$673K -$121K -2,150 -15%
AIM
80
Anchor Investment Management
South Carolina
$663K +$56.2K +1,000 +9%
BRWM
81
B. Riley Wealth Management
Tennessee
$635K +$191K +3,400 +43%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$608K +$61.5K +1,094 +11%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$598K -$5.9K -105 -1%
KAS
84
Kestra Advisory Services
Texas
$531K +$88.9K +1,581 +20%
BFA
85
Beacon Financial Advisory
Ohio
$531K +$531K +9,441 New
RJA
86
Raymond James & Associates
Florida
$504K -$84.1K -1,495 -14%
HCM
87
Hollencrest Capital Management
California
$504K +$504K +8,966 New
CTFG
88
Capstone Triton Financial Group
Oklahoma
$495K
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$486K -$10.6K -189 -2%
SFG
90
StrategIQ Financial Group
Indiana
$466K +$466K +8,290 New
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$427K
CWA
92
Clearview Wealth Advisors
Oregon
$426K -$59.3K -1,055 -12%
OWA
93
Opal Wealth Advisors
New York
$421K +$421K +7,487 New
ATC
94
Argent Trust Co
Tennessee
$414K +$105K +1,867 +34%
SL
95
SWMG LLC
Texas
$411K -$312K -5,555 -43%
CMS
96
Capital Market Strategies
Florida
$395K +$395K +7,032 New
CRWM
97
Castle Rock Wealth Management
California
$389K +$112 +2 +0%
BWM
98
BerganKDV Wealth Management
Minnesota
$379K +$76.5K +1,360 +25%
LNC
99
Lincoln National Corp
Pennsylvania
$379K +$379K +6,735 New
DC
100
Davenport & Co
Virginia
$366K

MUNI Hedge Fund Activity: Q4 2021 in Review

163 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2021, worth a combined $438M — up 25% from $350M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MUNI positions and 7 closed out — a net gain of 25 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $25.9M. The largest seller was Signify Wealth, cutting an estimated $3.08M.

  • 163 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $438M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2021, up 25% quarter-over-quarter.
  • 32 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2021 and 7 closed out, a net change of +25 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2021 was Jane Street, an estimated $25.9M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2021 was Signify Wealth, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2021.