PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
141 hedge funds and large institutions have $350M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 15 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 28
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1% less funds holding
Funds holding: 142 → 141 (-1)
6% less capital invested
Capital invested by funds: $374M → $350M (-$24.3M)
7.57% less ownership
Funds ownership: 58.36% → 50.79% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Biltmore Wealth Management
Tempe,
Arizona
|
+$15.6M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$3.73M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.87M |
| 4 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
+$2.72M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.61M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.07M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$2.42M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 5 |
SB
Sunflower Bank
Dallas,
Texas
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$594K | -10,469 | Closed |
|
|
AWP
152
Abacus Wealth Partners
Santa Monica,
California
| – | -$334K | -5,889 | Closed |
|
|
CCM
153
Coldstream Capital Management
Bellevue,
Washington
| – | -$321K | -5,646 | Closed |
|
|
BWA
154
Beam Wealth Advisors
Covington,
Louisiana
| – | -$263K | -4,632 | Closed |
|
|
HSA
155
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$216K | -3,800 | Closed |
|
|
CA
156
Claro Advisors
Boston,
Massachusetts
| – | -$204K | -3,600 | Closed |
|
|
ASN
157
Advisory Services Network
Atlanta,
Georgia
| – | -$148K | -2,610 | Closed |
|
|
SB
158
Strategic Blueprint
Atlanta,
Georgia
| – | -$137K | -2,414 | Closed |
|
MUNI Hedge Fund Activity: Q3 2021 in Review
141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2021, worth a combined $350M — down 6.5% from $374M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MUNI positions and 15 closed out — a net gain of 2 holders — while 66 added to existing stakes and 28 trimmed.
The largest buyer was Biltmore Wealth Management, opening a new position worth an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $5.61M sold.
- 141 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2021, down from 142 in Q2 2021.
- Funds reported $350M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2021, down 6.5% quarter-over-quarter.
- 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2021 and 15 closed out, a net change of +2 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2021 was Biltmore Wealth Management, an estimated $15.6M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2021 was Jane Street, an estimated $5.61M sold.
Based on aggregated 13F filings for Q3 2021.