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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

80 hedge funds and large institutions have $140M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.08% more ownership

Funds ownership: 51.14%51.22% (+0.08%)

0% more funds holding

Funds holding: 8080 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $140M → $140M (-$654K)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.05M +$12.3K +232 +1%
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$917K -$46.9K -885 -5%
OAM
28
Occidental Asset Management
California
$908K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$770K +$400K +7,543 +107%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$639K -$2.7K -51 -0.4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$624K -$32.8K -619 -5%
KLI
32
Kelman-Lazarov Inc
Tennessee
$609K +$26.5K +500 +5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$527K -$189K -3,567 -26%
TIM
34
Tortoise Investment Management
New York
$492K -$106K -2,000 -18%
SEIA
35
Signature Estate & Investment Advisors
California
$446K -$430K -8,115 -49%
AIM
36
Anchor Investment Management
South Carolina
$417K
CCM
37
Coldstream Capital Management
Washington
$401K -$339K -6,400 -46%
AF
38
Advisornet Financial
Minnesota
$377K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$368K +$42.4K +800 +13%
PG
40
Patten Group
Tennessee
$362K -$132K -2,500 -27%
JP Morgan Chase
41
JP Morgan Chase
New York
$361K -$73.4K -1,385 -17%
IWC
42
Integrated Wealth Concepts
Massachusetts
$358K
WP
43
WealthShield Partners
North Carolina
$358K +$23.8K +450 +7%
HNB
44
Huntington National Bank
Ohio
$318K
PCMC
45
Paragon Capital Management (Colorado)
Colorado
$309K
ONB
46
Old National Bancorp
Indiana
$279K
Baird Financial Group
47
Baird Financial Group
Wisconsin
$274K
OFG
48
Oxford Financial Group
Indiana
$272K
PFS
49
Prospera Financial Services
Texas
$271K -$14.8K -279 -5%
PP
50
PagnatoKarp Partners
Virginia
$268K +$1.64K +31 +0.6%

MUNI Hedge Fund Activity: Q1 2018 in Review

80 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2018, worth a combined $140M — down 0.47% from $140M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MUNI positions and 10 closed out — a net gain of 1 holder — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.51M. The largest seller was Beaumont Financial Advisors, cutting an estimated $5.07M.

  • 80 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $140M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2018, down 0.47% quarter-over-quarter.
  • 11 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2018 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2018 was Jane Street, an estimated $3.51M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2018 was Beaumont Financial Advisors, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2018.