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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

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: 132 → 140 (+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: 5 → 4 (-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
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Compass Ion Advisors
Pennsylvania
+$7.22M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.47M
3
Morgan Stanley
Morgan Stanley
New York
+$4.68M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.68M
5
SW
Signify Wealth
Missouri
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.87M
2
PI
PFS Investments
Georgia
-$3.33M
3
SW
SteelPeak Wealth
California
-$2.27M
4
BCI
Brinker Capital Investments
Pennsylvania
-$812K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
126
Matthew Hamilton Rosenberg
$75K – – –
US Bancorp
127
US Bancorp
Minnesota
$69K +$69.2K +1,223 New
BAM
128
Barrett Asset Management
New York
$56K +$56.6K +1,000 New
WTC
129
WhitTier Trust Company
Nevada
$28K – – –
BCWM
130
Bartlett & Co Wealth Management
Ohio
$25.3K – – –
BC
131
Bartlett & Co
Ohio
$25K – – –
CFGS
132
Concourse Financial Group Securities
Alabama
$25K – – –
PCG
133
Private Capital Group
Connecticut
$15K – – –
SCA
134
Stonebridge Capital Advisors
Minnesota
$15K +$14.7K +260 New
SSC
135
Syverson Strege & Co
Iowa
$15K +$15.5K +274 New
SPIA
136
Steward Partners Investment Advisory
New York
$14.3K +$14.4K +255 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$11K -$2.77K -49 -20%
CIAS
138
Capital Investment Advisory Services
North Carolina
$11K – – –
JIR
139
James Investment Research
Ohio
$7K – – –
VFA
140
Values First Advisors
Tennessee
$6K – – –
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$6K +$5.66K +100 New
HFA
142
Hoover Financial Advisors
Pennsylvania
$5K +$2.04K +36 +75%
PI
143
PFS Investments
Georgia
– -$3.33M -58,753 Closed
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
– -$618K -10,895 Closed
CCFM
145
Clear Creek Financial Management
Washington
– -$486K -8,574 Closed
BFA
146
Beacon Financial Advisory
Ohio
– -$280K -4,936 Closed
CCM
147
Coldstream Capital Management
Washington
– -$201K -3,547 Closed
ASN
148
Advisory Services Network
Georgia
– -$74K -1,299 Closed
VNA
149
Valley National Advisers
Pennsylvania
– -$7K -123 Closed
FCH
150
Freestone Capital Holdings
Washington
– -$2.16K -38 Closed
2 3 4 5
6

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.