PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
169 hedge funds and large institutions have $620M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 19 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
30% more capital invested
Capital invested by funds: $477M → $620M (+$143M)
5.81% more ownership
Funds ownership: 67.3% → 73.11% (+5.8%)
6% more funds holding
Funds holding: 160 → 169 (+9)
24% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$56.2M |
| 2 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
+$19.3M |
| 3 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$18.1M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$17.1M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.1M |
| 2 |
Jane Street
New York
|
-$24.9M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$16.7M |
| 4 |
JP Morgan Chase
New York
|
-$2.86M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.8M |
MUNI Hedge Fund Activity: Q2 2022 in Review
169 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2022, worth a combined $620M — up 30% from $477M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MUNI positions and 19 closed out — a net gain of 11 holders — while 48 added to existing stakes and 63 trimmed.
The largest buyer was Sand Hill Global Advisors, opening a new position worth an estimated $56.2M. The largest seller was Fidelity Investments, cutting an estimated $26.1M.
- 169 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2022, up from 160 in Q1 2022.
- Funds reported $620M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2022, up 30% quarter-over-quarter.
- 30 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2022 and 19 closed out, a net change of +11 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2022 was Sand Hill Global Advisors, an estimated $56.2M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2022 was Fidelity Investments, an estimated $26.1M sold.
Based on aggregated 13F filings for Q2 2022.