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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

118 hedge funds and large institutions have $283M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $255M → $283M (+$27.8M)

3% more funds holding

Funds holding: 115118 (+3)

0.37% more ownership

Funds ownership: 54.48%54.85% (+0.37%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $292K

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
51
Reduced
27
Closed
10
Calls
Puts
$292K
Net Calls
-$292K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$2.07M -$213K -3,795 -9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.92M -$863K -15,336 -31%
BWA
28
Beam Wealth Advisors
Louisiana
$1.78M +$563 +10 +0%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.73M +$281 +5 +0%
EWM
30
Executive Wealth Management
Michigan
$1.68M +$639K +11,361 +62%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$1.67M +$1.29K +23 +0.1%
ACP
32
Aviance Capital Partners
Florida
$1.65M -$25K -445 -1%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$1.59M +$39.5K +702 +3%
VFA
34
Voya Financial Advisors
Connecticut
$1.54M +$892K +15,861 +137%
PG
35
Patten Group
Tennessee
$1.48M +$424K +7,534 +40%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.39M
JCM
37
Janney Capital Management
Pennsylvania
$1.35M -$21.3K -379 -2%
Creative Planning
38
Creative Planning
Kansas
$1.29M +$66.9K +1,189 +5%
SB
39
Sunflower Bank
Texas
$1.27M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.25M +$12.2K +216 +1%
OAM
41
Occidental Asset Management
California
$1.24M
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.17M +$1.17M +20,861 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.14M -$15.7K -279 -1%
CCMG
44
Clark Capital Management Group
Pennsylvania
$1.11M +$179K +3,180 +19%
AF
45
Advisornet Financial
Minnesota
$1.11M +$50K +888 +5%
KC
46
Kingfisher Capital
North Carolina
$1M -$20.4K -362 -2%
First Trust Advisors
47
First Trust Advisors
Illinois
$942K -$134K -2,383 -12%
EI
48
Ethic Inc
New York
$927K +$299K +5,320 +48%
HA
49
Harborview Advisors
Maine
$922K -$51.4K -913 -5%
HDIM
50
Hanson & Doremus Investment Management
Vermont
$907K +$199K +3,540 +28%

MUNI Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2020, worth a combined $283M — up 11% from $255M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MUNI positions and 10 closed out — a net gain of 3 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.23M. The largest seller was INVST, exiting entirely with an estimated $1.76M sold.

  • 118 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $283M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2020 and 10 closed out, a net change of +3 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $7.23M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2020 was INVST, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2020.