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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
WTC
151
WhitTier Trust Company
Nevada
$28K – – –
SAM
152
Strategic Asset Management
Minnesota
$27K +$56 +1 +0.2%
Citigroup
153
Citigroup
New York
$22K – – –
PCG
154
Private Capital Group
Connecticut
$15K – – –
SCA
155
Stonebridge Capital Advisors
Minnesota
$15K – – –
HNB
156
Huntington National Bank
Ohio
$11K – – –
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$11K – – –
VNIM
158
Vaughan Nelson Investment Management
Texas
$11K – – –
CIAS
159
Capital Investment Advisory Services
North Carolina
$11K +$56 +1 +0.5%
JIR
160
James Investment Research
Ohio
$7K – – –
VFA
161
Values First Advisors
Tennessee
$5K -$1.13K -20 -18%
PFA
162
Professional Financial Advisors
Nebraska
$3K +$2.64K +47 New
CA
163
Clearstead Advisors
Ohio
$2K +$1.69K +30 New
LWMNY
164
Landmark Wealth Management (New York)
New York
$1K +$1.01M +18,007 New
FHC
165
First Heartland Consultants
Missouri
$512 +$130K +2,311 +34%
PCIA
166
Prime Capital Investment Advisors
Kansas
– -$1.27M -22,607 Closed
GIA
167
Gladstone Institutional Advisory
Florida
– -$251K -4,444 Closed
BAM
168
Barrett Asset Management
New York
– -$85K -1,500 Closed
BC
169
Bartlett & Co
Ohio
– -$25K -450 Closed
BCWM
170
Bartlett & Co Wealth Management
Ohio
– -$25.4K -450 Closed
CFA
171
Cahill Financial Advisors
Minnesota
– -$24K -420 Closed
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
– -$17.2K -305 Closed
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.