PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
160 hedge funds and large institutions have $477M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 50
9% more capital invested
Capital invested by funds: $438M → $477M (+$39.6M)
4.97% more ownership
Funds ownership: 62.33% → 67.3% (+5%)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
2% less funds holding
Funds holding: 163 → 160 (-3)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.5M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$14M |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$8.52M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$18.5M |
| 2 |
Morgan Stanley
New York
|
-$9.31M |
| 3 |
SC
Steph & Co
Marinette,
Wisconsin
|
-$3.74M |
| 4 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
-$1.39M |
| 5 |
OCM
Orser Capital Management
Southlake,
Texas
|
-$1.03M |
MUNI Hedge Fund Activity: Q1 2022 in Review
160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2022, worth a combined $477M — up 9% from $438M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of MUNI and 17 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 65 added.
The largest buyer was Bank of America, adding an estimated $29M. The largest seller was Signify Wealth, cutting an estimated $18.5M.
- 160 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2022, down from 163 in Q4 2021.
- Funds reported $477M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2022, up 9% quarter-over-quarter.
- 17 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2022 was Bank of America, an estimated $29M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2022 was Signify Wealth, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2022.