We are live on ! Find out more
MUNI icon

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
VFA
101
Voya Financial Advisors
Connecticut
$267K -$466K -8,230 -63%
BWM
102
BerganKDV Wealth Management
Minnesota
$264K +$10K +177 +4%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$254K
GWM
104
Geneos Wealth Management
Colorado
$253K -$158K -2,800 -38%
WMA
105
Wealth Management Associates
New Jersey
$245K
BFEC
106
Benjamin F. Edwards & Company
Missouri
$236K
AA
107
AlphaMark Advisors
Kentucky
$236K +$136K +2,400 +133%
FWP
108
Firethorn Wealth Partners
Georgia
$235K -$100K -1,770 -30%
GIA
109
Gladstone Institutional Advisory
Florida
$230K +$9.56K +169 +4%
JF
110
JSF Financial
California
$225K
SEIA
111
Signature Estate & Investment Advisors
California
$223K +$9.22K +163 +4%
EWM
112
Endurance Wealth Management
Rhode Island
$214K
ATC
113
Argent Trust Co
Tennessee
$210K
OMC
114
Old Mission Capital
Illinois
$208K +$210K +3,708 New
CA
115
Claro Advisors
Massachusetts
$202K
FFA
116
Fragasso Financial Advisors
Pennsylvania
$202K
PAS
117
Park Avenue Securities
New York
$201K +$203K +3,579 New
SFS
118
Sowell Financial Services
Arkansas
$188K +$161K +2,844 +594%
NFG
119
Next Financial Group
Texas
$168K +$23.2K +410 +16%
HI
120
Harbour Investments
Wisconsin
$168K +$169K +2,982 New
HNB
121
Huntington National Bank
Ohio
$120K
AIC
122
Ameritas Investment Company
Nebraska
$116K +$117K +2,070 New
CAL
123
Capital Analysts LLC
Pennsylvania
$94K +$453 +8 +0.5%
TCWM
124
Total Clarity Wealth Management
Illinois
$81K +$82K +1,450 New
CCM
125
Covington Capital Management
California
$76K

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.