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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

80 hedge funds and large institutions have $140M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

18% more funds holding

Funds holding: 68 → 80 (+12)

12% more capital invested

Capital invested by funds: $126M → $140M (+$14.7M)

1.61% more ownership

Funds ownership: 49.53% → 51.14% (+1.6%)

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17M
2
LPL Financial
LPL Financial
California
+$1.58M
3
Wells Fargo
Wells Fargo
California
+$1.54M
4
BCI
Brinker Capital Investments
Pennsylvania
+$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$942K

Top Sellers

Rank Fund Capital Flow
1
SC
SouthState Corp
Florida
-$5.36M
2
Jane Street
Jane Street
New York
-$1.99M
3
VF
Virtu Financial
New York
-$1.42M
4
MMA
Miracle Mile Advisors
California
-$402K
5
VC
Vicus Capital
Pennsylvania
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
26
Signature Estate & Investment Advisors
California
$889K +$889K +16,567 New
CCM
27
Coldstream Capital Management
Washington
$751K -$120K -2,232 -14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$727K +$31.3K +584 +5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$668K +$483 +9 +0.1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$653K -$5.47K -102 -0.8%
TIM
31
Tortoise Investment Management
New York
$607K – – –
KLI
32
Kelman-Lazarov Inc
Tennessee
$593K – – –
FAIM
33
Financial Advocates Investment Management
Washington
$510K +$510K +9,500 New
PG
34
Patten Group
Tennessee
$502K +$2.68K +50 +0.5%
JP Morgan Chase
35
JP Morgan Chase
New York
$442K +$91.4K +1,703 +26%
AIM
36
Anchor Investment Management
South Carolina
$424K +$53.7K +1,000 +14%
AF
37
Advisornet Financial
Minnesota
$383K +$383K +7,143 New
SCP
38
Syntal Capital Partners
Texas
$380K +$381K +7,100 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$378K +$378K +7,045 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$364K +$365K +6,795 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$357K +$357K +6,652 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$353K +$74.5K +1,388 +27%
W
43
WealthShield
North Carolina
$339K +$340K +6,333 New
WP
44
WealthShield Partners
North Carolina
$339K +$340K +6,333 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$330K +$61.7K +1,150 +23%
VC
46
Vicus Capital
Pennsylvania
$329K -$211K -3,928 -39%
PCMC
47
Paragon Capital Management (Colorado)
Colorado
$314K – – –
HNB
48
Huntington National Bank
Ohio
$299K – – –
HH
49
Hilltop Holdings
Texas
$299K +$72.8K +1,356 +32%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$298K -$22.4K -417 -7%
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MUNI Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2017, worth a combined $140M — up 12% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MUNI positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.17M. The largest seller was SouthState Corp, cutting an estimated $5.36M.

  • 80 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2017, up from 68 in Q3 2017.
  • Funds reported $140M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 16 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2017 was Envestnet Asset Management, an estimated $2.17M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2017 was SouthState Corp, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2017.