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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+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: 160169 (+9)

24% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 63

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.85%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
30
Increased
48
Reduced
63
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$62.7M +$15.6M +302,297 +33%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$56.7M +$5.72M +110,614 +11%
SHGA
3
Sand Hill Global Advisors
California
$55.9M +$56.2M +1,085,631 New
Wells Fargo
4
Wells Fargo
California
$26.1M +$11.6M +223,917 +79%
WWA
5
WCG Wealth Advisors
Nevada
$25.7M +$25.8M +498,704 New
UBS Group
6
UBS Group
Switzerland
$24.2M +$6.92M +133,642 +40%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.6M +$13.5M +260,777 +147%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$22.2M +$16.9M +325,896 +308%
Morgan Stanley
9
Morgan Stanley
New York
$22M -$2.08M -40,238 -9%
SSC
10
Syverson Strege & Co
Iowa
$19.6M +$19.3M +373,228 +5,086%
MCWS
11
McKinley Carter Wealth Services
West Virginia
$18M +$18.1M +350,510 New
MMA
12
Miracle Mile Advisors
California
$17M +$17.1M +329,643 New
LPL Financial
13
LPL Financial
California
$14.2M +$2.02M +38,971 +16%
BWM
14
Biltmore Wealth Management
Arizona
$14.2M +$157K +3,030 +1%
APP
15
Avantax Planning Partners
Iowa
$12M -$2.59M -50,082 -18%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$10.9M +$11M +212,267 New
HighTower Advisors
17
HighTower Advisors
Illinois
$10.5M -$1.5M -28,986 -12%
LFA
18
Legacy Financial Advisors
Kentucky
$9M +$986K +19,047 +12%
Renaissance Technologies
19
Renaissance Technologies
New York
$8.26M +$8.3M +160,403 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.96M +$2.17M +42,001 +45%
SC
21
Steph & Co
Wisconsin
$6.74M +$3.62M +70,010 +115%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$6.36M -$393K -7,587 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.27M +$2.36M +45,603 +60%
AWE
24
Avidian Wealth Enterprises
Texas
$6.06M +$6.09M +117,721 New
Stifel Financial
25
Stifel Financial
Missouri
$5.91M -$308K -5,961 -5%

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.