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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

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: 141 → 163 (+22)

11.54% more ownership

Funds ownership: 50.79% → 62.33% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$25.9M
2
FTUS
Flow Traders U.S.
New York
+$2.72M
3
NA
NewEdge Advisors
Louisiana
+$2.31M
4
COF
Capital One Financial
Virginia
+$2.07M
5
AF
Allworth Financial
California
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
SW
Signify Wealth
Missouri
-$3.08M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.88M
4
PAG
Private Advisor Group
New Jersey
-$1.85M
5
CIA
Compass Ion Advisors
Pennsylvania
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$234K +$134K +2,377 +132%
JF
127
JSF Financial
California
$225K – – –
ACP
128
Aveo Capital Partners
Colorado
$224K +$224K +3,988 New
RTL
129
Red Tortoise LLC
Georgia
$215K -$2.92K -52 -1%
EWM
130
Endurance Wealth Management
Rhode Island
$214K – – –
TC
131
Titleist Capital
Texas
$214K +$214K +3,800 New
SWP
132
Stratos Wealth Partners
Ohio
$211K +$211K +3,747 New
KLI
133
Kelman-Lazarov Inc
Tennessee
$208K – – –
FFA
134
Fragasso Financial Advisors
Pennsylvania
$202K – – –
GWM
135
Geneos Wealth Management
Colorado
$201K -$3.99K -71 -2%
TSS
136
Two Sigma Securities
New York
$200K +$200K +3,562 New
HI
137
Harbour Investments
Wisconsin
$173K -$27.3K -486 -14%
ZIG
138
Zullo Investment Group
Pennsylvania
$160K +$160K +2,850 New
NFG
139
Next Financial Group
Texas
$146K +$16.8K +298 +13%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$144K +$144K +2,553 New
SWM
141
Spire Wealth Management
Virginia
$122K – – –
SFM
142
Signet Financial Management
New Jersey
$104K +$105K +1,859 New
CAL
143
Capital Analysts LLC
Pennsylvania
$95K +$337 +6 +0.4%
TCWM
144
Total Clarity Wealth Management
Illinois
$81K – – –
IA
145
IFP Advisors
Florida
$79K +$281 +5 +0.4%
MHR
146
Matthew Hamilton Rosenberg
$75K – – –
CCM
147
Covington Capital Management
California
$64K -$11.2K -200 -15%
TC
148
TAP Consulting
Missouri
$60K +$60.1K +1,068 New
SPIA
149
Steward Partners Investment Advisory
New York
$46K +$31.9K +568 +223%
CFGS
150
Concourse Financial Group Securities
Alabama
$34K +$7.59K +135 +28%
3 4 5
6
7

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.