We are live on ! Find out more
MUNI icon

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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$359K +$359K +6,388 New
MSFS
102
Main Street Financial Solutions
Pennsylvania
$354K +$1.41K +25 +0.4%
SSC
103
Syverson Strege & Co
Iowa
$347K +$62.3K +1,108 +22%
SAM
104
SignalPoint Asset Management
Missouri
$342K
TCM
105
TD Capital Management
Tennessee
$338K +$1.35K +24 +0.4%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$336K +$112 +2 +0%
PWMG
107
Prestige Wealth Management Group
New Jersey
$325K +$281 +5 +0.1%
XF
108
XML Financial
Maryland
$311K +$23.9K +425 +8%
PA
109
PFG Advisors
Arizona
$310K +$57K +1,013 +22%
RPSA
110
Richard P. Slaughter Associates
Texas
$308K +$309K +5,489 New
BAM
111
Belpointe Asset Management
Nevada
$303K +$1.24K +22 +0.4%
CCM
112
Coldstream Capital Management
Washington
$299K +$299K +5,326 New
EA
113
Eudaimonia Advisors
Tennessee
$296K +$297K +5,275 New
Citadel Advisors
114
Citadel Advisors
Florida
$292K -$56 -1 -0%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$292K
PFS
116
Prospera Financial Services
Texas
$286K -$109K -1,937 -28%
APA
117
American Portfolios Advisors
New York
$284K -$17.5K -311 -6%
AA
118
AlphaMark Advisors
Kentucky
$281K
CA
119
Cetera Advisors
Colorado
$279K
VC
120
Vicus Capital
Pennsylvania
$275K
PCMC
121
Paragon Capital Management (Colorado)
Colorado
$273K
KCA
122
Karn Couzens & Associates
Connecticut
$259K +$259K +4,600 New
WMA
123
Wealth Management Associates
New Jersey
$245K
BFEC
124
Benjamin F. Edwards & Company
Missouri
$243K -$8.43K -150 -3%
SEIA
125
Signature Estate & Investment Advisors
California
$236K +$4.84K +86 +2%

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.