PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
169 hedge funds and large institutions have $555M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 45
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
0.68% more ownership
Funds ownership: 73.11% → 73.79% (+0.68%)
0% more funds holding
Funds holding: 169 → 169 (0)
10% less capital invested
Capital invested by funds: $620M → $555M (-$65M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$13.6M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.72M |
| 3 |
WAAG
Wealth Alliance Advisory Group
Wichita,
Kansas
|
+$7.32M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$7.2M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$53.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$24.1M |
| 3 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
-$19.3M |
| 4 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$10.9M |
| 5 |
Renaissance Technologies
New York
|
-$8.26M |
MUNI Hedge Fund Activity: Q3 2022 in Review
169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2022, worth a combined $555M — down 10% from $620M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MUNI positions and 23 closed out — a net gain of 2 holders — while 74 added to existing stakes and 45 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $13.6M. The largest seller was Sand Hill Global Advisors, cutting an estimated $53.7M.
- 169 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $555M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2022, down 10% quarter-over-quarter.
- 25 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2022 and 23 closed out, a net change of +2 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2022 was Baird Financial Group, an estimated $13.6M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2022 was Sand Hill Global Advisors, an estimated $53.7M sold.
Based on aggregated 13F filings for Q3 2022.