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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $477M → $620M (+$143M)

5.81% more ownership

Funds ownership: 67.3%73.11% (+5.8%)

6% more funds holding

Funds holding: 160169 (+9)

24% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 63

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.85%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$909K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$798K +$60.5K +1,170 +8%
WP
77
WealthShield Partners
North Carolina
$785K +$125K +2,418 +19%
TI
78
Tidal Investments
Wisconsin
$783K -$299K -5,786 -28%
QA
79
Quantitative Advantage
Minnesota
$743K -$93.8K -1,813 -11%
OWA
80
Opal Wealth Advisors
New York
$679K +$683K +13,196 New
WA
81
WBH Advisory
Maryland
$670K -$930K -17,980 -58%
CA
82
Continuum Advisory
Idaho
$668K -$110K -2,129 -14%
PAG
83
Powers Advisory Group
Illinois
$654K -$113K -2,193 -15%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$636K -$93.9K -1,815 -13%
IA
85
IFP Advisors
Florida
$623K
AIM
86
Anchor Investment Management
South Carolina
$607K
FAFN
87
First Affirmative Financial Network
Colorado
$602K -$18.9K -366 -3%
FTUS
88
Flow Traders U.S.
New York
$568K -$986K -19,051 -63%
AWM
89
Avondale Wealth Management
Texas
$533K -$104K -2,000 -16%
PWMG
90
Prestige Wealth Management Group
New Jersey
$532K +$269K +5,198 +101%
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$521K -$295K -5,710 -36%
Truist Financial
92
Truist Financial
North Carolina
$494K -$94K -1,817 -16%
BFA
93
Beacon Financial Advisory
Ohio
$489K +$621 +12 +0.1%
HCM
94
Hollencrest Capital Management
California
$462K
CI
95
CX Institutional
Indiana
$460K +$463K +8,938 New
KIG
96
Kowal Investment Group
Wisconsin
$443K +$445K +8,598 New
KAS
97
Kestra Advisory Services
Texas
$431K -$17.2K -332 -4%
SFG
98
StrategIQ Financial Group
Indiana
$427K
MFS
99
McNamara Financial Services
Massachusetts
$426K +$428K +8,269 New
SW
100
SteelPeak Wealth
California
$416K -$202K -3,902 -33%

MUNI Hedge Fund Activity: Q2 2022 in Review

169 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2022, worth a combined $620M — up 30% from $477M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUNI positions and 19 closed out — a net gain of 11 holders — while 48 added to existing stakes and 63 trimmed.

The largest buyer was Sand Hill Global Advisors, opening a new position worth an estimated $56.2M. The largest seller was Fidelity Investments, cutting an estimated $26.1M.

  • 169 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2022, up from 160 in Q1 2022.
  • Funds reported $620M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2022, up 30% quarter-over-quarter.
  • 30 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2022 and 19 closed out, a net change of +11 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2022 was Sand Hill Global Advisors, an estimated $56.2M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2022 was Fidelity Investments, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2022.