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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more capital invested

Capital invested by funds: $283M → $339M (+$55.6M)

12% more funds holding

Funds holding: 118 → 132 (+14)

2.94% more ownership

Funds ownership: 54.85% → 57.79% (+2.9%)

Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Compass Ion Advisors
Pennsylvania
+$8.08M
2
Morgan Stanley
Morgan Stanley
New York
+$4.01M
3
PI
PFS Investments
Georgia
+$3.31M
4
Bank of America
Bank of America
North Carolina
+$2.01M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.5M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$2.47M
3
EI
Ethic Inc
New York
-$927K
4
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$895K
5
BCI
Brinker Capital Investments
Pennsylvania
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
26
Abacus Wealth Partners
California
$2.66M +$2.64M +46,921 New
SCA
27
Stokes Capital Advisors
South Carolina
$2.64M +$28.2K +500 +1%
SA
28
Sunesis Advisors
Kansas
$2.31M – – –
PG
29
Patten Group
Tennessee
$2.16M +$659K +11,695 +44%
RWP
30
RWA Wealth Partners
Massachusetts
$2.09M – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.87M -$67.2K -1,194 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.8M – – –
EWM
33
Executive Wealth Management
Michigan
$1.75M +$63K +1,118 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.74M +$2.7K +48 +0.2%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$1.74M +$52.3K +928 +3%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$1.68M +$73.9K +1,312 +5%
ACP
37
Aviance Capital Partners
Florida
$1.65M -$17.1K -304 -1%
CCMG
38
Clark Capital Management Group
Pennsylvania
$1.58M +$458K +8,141 +41%
BWA
39
Beam Wealth Advisors
Louisiana
$1.56M -$232K -4,121 -13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.45M +$186K +3,297 +15%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.44M +$282K +5,012 +25%
Creative Planning
42
Creative Planning
Kansas
$1.29M -$7.49K -133 -0.6%
SB
43
Sunflower Bank
Texas
$1.28M – – –
JCM
44
Janney Capital Management
Pennsylvania
$1.28M -$80.5K -1,429 -6%
OAM
45
Occidental Asset Management
California
$1.25M – – –
PJSIMP
46
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M +$1.13K +20 +0.1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.14M -$259K -4,594 -19%
AF
48
Advisornet Financial
Minnesota
$1.07M -$46.6K -828 -4%
KC
49
Kingfisher Capital
North Carolina
$1.02M +$9.63K +171 +1%
HDIM
50
Hanson & Doremus Investment Management
Vermont
$995K +$78.3K +1,390 +9%
1
2
3 4 5

MUNI Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2020, worth a combined $339M — up 20% from $283M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MUNI positions and 10 closed out — a net gain of 14 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was Compass Ion Advisors, adding an estimated $8.08M. The largest seller was UBS Group, cutting an estimated $2.5M.

  • 132 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $339M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 24 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2020 and 10 closed out, a net change of +14 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2020 was Compass Ion Advisors, an estimated $8.08M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2020 was UBS Group, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2020.