PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
142 hedge funds and large institutions have $374M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 12 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 38
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
1% more funds holding
Funds holding: 140 → 142 (+2)
3% more capital invested
Capital invested by funds: $364M → $374M (+$10.5M)
0.23% less ownership
Funds ownership: 58.59% → 58.36% (-0.23%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $278K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.15M |
| 2 |
Jane Street
New York
|
+$5.05M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.84M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$2.42M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.14M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$2.12M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.67M |
| 4 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$1.51M |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$1.1M |
MUNI Hedge Fund Activity: Q2 2021 in Review
142 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2021, worth a combined $374M — up 2.9% from $364M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MUNI positions and 12 closed out — a net gain of 3 holders — while 58 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.15M. The largest seller was Bank of America, cutting an estimated $8.14M.
- 142 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2021, up from 140 in Q1 2021.
- Funds reported $374M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2021, up 2.9% quarter-over-quarter.
- 15 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2021 and 12 closed out, a net change of +3 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.15M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2021 was Bank of America, an estimated $8.14M sold.
Based on aggregated 13F filings for Q2 2021.