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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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: 141163 (+22)

11.54% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$54.4M +$54.5M +968,753 New
Morgan Stanley
2
Morgan Stanley
New York
$35.8M +$531K +9,451 +2%
Jane Street
3
Jane Street
New York
$25.9M +$25.9M +461,139 New
Bank of America
4
Bank of America
North Carolina
$21.7M -$520K -9,254 -2%
SW
5
Signify Wealth
Missouri
$19.6M -$3.08M -54,704 -14%
UBS Group
6
UBS Group
Switzerland
$18.3M +$183K +3,261 +1%
CIA
7
Compass Ion Advisors
Pennsylvania
$16.4M -$1.54M -27,433 -9%
Wells Fargo
8
Wells Fargo
California
$15.6M -$1.25M -22,251 -7%
BWM
9
Biltmore Wealth Management
Arizona
$15.3M -$53.4K -949 -0.3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$12.7M -$1.88M -33,467 -13%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.7M +$834K +14,830 +7%
LPL Financial
12
LPL Financial
California
$10.8M +$729K +12,965 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.1M -$2.41M -42,908 -19%
SC
14
Steph & Co
Wisconsin
$7.26M -$41.4K -737 -0.6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.62M +$587K +10,446 +10%
BCI
16
Brinker Capital Investments
Pennsylvania
$6.43M +$111K +1,971 +2%
Stifel Financial
17
Stifel Financial
Missouri
$5.97M -$25.4K -452 -0.4%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.41M +$159K +2,827 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.33M +$208K +3,707 +5%
PAG
20
Private Advisor Group
New Jersey
$4.27M -$1.85M -32,929 -30%
CWM
21
Cornerstone Wealth Management
Missouri
$3.94M -$9.11K -162 -0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.92M -$1.5M -26,725 -28%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$3.87M +$680K +12,089 +21%
EFL
24
ERn Financial LLC
Wisconsin
$3.7M +$10.9K +193 +0.3%
RMDI
25
R.M. Davis Inc
Maine
$3.68M +$440K +7,825 +14%

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.