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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

64 hedge funds and large institutions have $133M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6364 (+1)

4% more capital invested

Capital invested by funds: $127M → $133M (+$5.56M)

0.82% more ownership

Funds ownership: 49.85%50.66% (+0.82%)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$879K -$206K -3,858 -19%
BCI
27
Brinker Capital Investments
Pennsylvania
$843K +$528K +9,898 +168%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$638K +$14.5K +272 +2%
TIM
29
Tortoise Investment Management
New York
$635K
VC
30
Vicus Capital
Pennsylvania
$630K -$8.81K -165 -1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$625K
KLI
32
Kelman-Lazarov Inc
Tennessee
$569K
MMA
33
Miracle Mile Advisors
California
$549K -$61.9K -1,160 -10%
PG
34
Patten Group
Tennessee
$499K -$24K -450 -5%
AG
35
Advisor Group
Arizona
$484K +$13.1K +245 +3%
Goldman Sachs
36
Goldman Sachs
New York
$433K +$432K +8,098 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$348K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$344K +$8.44K +158 +3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$319K +$2.51K +47 +0.8%
PP
40
PagnatoKarp Partners
Virginia
$316K +$1.87K +35 +0.6%
AIM
41
Anchor Investment Management
South Carolina
$315K +$262K +4,900 +490%
PCMC
42
Paragon Capital Management (Colorado)
Colorado
$313K
CWM
43
Cabot Wealth Management
Massachusetts
$305K
JP Morgan Chase
44
JP Morgan Chase
New York
$300K -$45.8K -857 -13%
HH
45
Hilltop Holdings
Texas
$298K
ONB
46
Old National Bancorp
Indiana
$287K -$16K -300 -5%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$284K -$4.75K -89 -2%
OFG
48
Oxford Financial Group
Indiana
$276K
Baird Financial Group
49
Baird Financial Group
Wisconsin
$255K
PFS
50
Prospera Financial Services
Texas
$240K +$241K +4,507 New

MUNI Hedge Fund Activity: Q2 2017 in Review

64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2017, worth a combined $133M — up 4.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MUNI positions and 3 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $3.81M. The largest seller was Beaumont Financial Advisors, cutting an estimated $1.91M.

  • 64 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2017, up from 63 in Q1 2017.
  • Funds reported $133M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2017, up 4.4% quarter-over-quarter.
  • 4 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2017 and 3 closed out, a net change of +1 holder.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2017 was Jane Street, an estimated $3.81M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2017 was Beaumont Financial Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2017.