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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

85 hedge funds and large institutions have $172M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

10% more funds holding

Funds holding: 77 → 85 (+8)

2% more capital invested

Capital invested by funds: $169M → $172M (+$2.71M)

27.1% less ownership

Funds ownership: 81.78% → 54.68% (-27%)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
20
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.2M
2
Jane Street
Jane Street
New York
+$9.75M
3
HHGA
Halbert Hargrove Global Advisors
California
+$2.32M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$988K
5
MML Investors Services
MML Investors Services
Massachusetts
+$695K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$87.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.49M
3
UBS Group
UBS Group
Switzerland
-$2.95M
4
Wells Fargo
Wells Fargo
California
-$1.97M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
26
Occidental Asset Management
California
$1.01M – – –
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$998K +$988K +18,896 New
I
28
INVST
Indiana
$963K -$280K -5,359 -23%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$828K +$278K +5,312 +51%
AG
30
Advisor Group
Arizona
$796K +$330K +6,315 +72%
AF
31
Advisornet Financial
Minnesota
$746K +$3.4K +65 +0.5%
PAG
32
Private Advisor Group
New Jersey
$743K -$250K -4,772 -25%
MML Investors Services
33
MML Investors Services
Massachusetts
$702K +$695K +13,294 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$675K +$3.24K +62 +0.5%
SC
35
SouthState Corp
Florida
$661K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$584K +$889 +17 +0.2%
PG
37
Patten Group
Tennessee
$579K +$215K +4,115 +60%
AIM
38
Anchor Investment Management
South Carolina
$507K +$15.7K +300 +3%
LCM
39
Leisure Capital Management
California
$480K +$25.1K +479 +6%
KLI
40
Kelman-Lazarov Inc
Tennessee
$451K – – –
ATC
41
Argent Trust Co
Tennessee
$451K +$446K +8,533 New
FTUS
42
Flow Traders U.S.
New York
$423K +$419K +8,017 New
RJA
43
Raymond James & Associates
Florida
$378K +$375K +7,160 New
JP Morgan Chase
44
JP Morgan Chase
New York
$370K +$2.35K +45 +0.6%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$335K +$65.9K +1,260 +25%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$296K +$293K +5,600 New
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$292K +5,576 New
CCP
48
Corient Capital Partners
California
$294K +$71K +1,358 +32%
CCM
49
Coldstream Capital Management
Washington
$287K -$55.2K -1,055 -16%
PCMC
50
Paragon Capital Management (Colorado)
Colorado
$282K – – –
1
2
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MUNI Hedge Fund Activity: Q4 2018 in Review

85 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2018, worth a combined $172M — up 1.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MUNI positions and 10 closed out — a net gain of 8 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $33.2M. The largest seller was Cornerstone Wealth Management, cutting an estimated $87.2M.

  • 85 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2018, up from 77 in Q3 2018.
  • Funds reported $172M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2018, up 1.6% quarter-over-quarter.
  • 18 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2018 and 10 closed out, a net change of +8 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2018 was Bank of America, an estimated $33.2M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $87.2M sold.

Based on aggregated 13F filings for Q4 2018.