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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

81 hedge funds and large institutions have $178M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

7.87% more ownership

Funds ownership: 54.68% → 62.55% (+7.9%)

4% more capital invested

Capital invested by funds: $172M → $178M (+$6.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 85 → 81 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $378K

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
-$378K

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$45.3M
2
UBS Group
UBS Group
Switzerland
+$2.95M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$2.32M
4
RCAG
Rehmann Capital Advisory Group
Michigan
+$1.16M
5
Morgan Stanley
Morgan Stanley
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$37.7M
2
Jane Street
Jane Street
New York
-$12M
3
HHGA
Halbert Hargrove Global Advisors
California
-$2.34M
4
MML Investors Services
MML Investors Services
Massachusetts
-$702K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
26
Occidental Asset Management
California
$1.04M – – –
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$957K +$4.75K +89 +0.5%
LYV
28
Live Your Vision
Pennsylvania
$921K -$228K -4,271 -20%
AG
29
Advisor Group
Arizona
$921K +$109K +2,045 +14%
PAG
30
Private Advisor Group
New Jersey
$801K +$41.7K +782 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$780K +$88.7K +1,664 +13%
AF
32
Advisornet Financial
Minnesota
$765K +$3.41K +64 +0.5%
ATC
33
Argent Trust Co
Tennessee
$676K +$213K +4,000 +47%
SC
34
SouthState Corp
Florida
$650K -$25.1K -471 -4%
CWM
35
Cornerstone Wealth Management
Missouri
$609K +$85.2K +1,598 +6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$594K -$2.29K -43 -0.4%
PG
37
Patten Group
Tennessee
$576K -$15.2K -285 -3%
AIM
38
Anchor Investment Management
South Carolina
$518K – – –
LCM
39
Leisure Capital Management
California
$490K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$476K -$659K -12,365 -58%
SEIA
41
Signature Estate & Investment Advisors
California
$464K +$230K +4,305 +100%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$449K +$107K +2,013 +32%
KLI
43
Kelman-Lazarov Inc
Tennessee
$419K -$41.2K -773 -9%
IWC
44
Integrated Wealth Concepts
Massachusetts
$389K +$141K +2,638 +58%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$377K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$366K -$12.1K -227 -3%
CCM
47
Coldstream Capital Management
Washington
$349K +$55.1K +1,034 +19%
BTS
48
BB&T Securities
Virginia
$322K +$319K +5,975 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$309K -$530K -9,950 -63%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$301K – – –
1
2
3 4

MUNI Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2019, worth a combined $178M — up 3.7% from $172M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MUNI and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 29 added.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $45.3M. The largest seller was Bank of America, cutting an estimated $37.7M.

  • 81 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2019, down from 85 in Q4 2018.
  • Funds reported $178M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2019, up 3.7% quarter-over-quarter.
  • 6 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2019 and 10 closed out, a net change of -4 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $45.3M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2019 was Bank of America, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2019.