PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
59 hedge funds and large institutions have $115M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $108M → $115M (+$6.71M)
1.01% more ownership
Funds ownership: 45.37% → 46.38% (+1%)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Jane Street
New York
|
+$2.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.29M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$1.35M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$921K |
| 5 |
Morgan Stanley
New York
|
+$908K |
Top Sellers
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.1M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$967K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$619K |
| 4 |
FM
Foster & Motley
Cincinnati,
Ohio
|
-$435K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$330K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GBBWRPM
51
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $27K | – | – | – |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $27K | +$163 | +3 | +0.6% |
|
53
Citigroup
New York
| $20K | – | – | – |
|
|
BCI
54
Brinker Capital Investments
Berwyn,
Pennsylvania
| $16K | +$15.4K | +284 | +3,550% |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $10K | +$10.2K | +187 | New |
|
|
JIR
56
James Investment Research
Alpha,
Ohio
| $8K | – | – | – |
|
|
SSB
57
Sandy Spring Bank
Olney,
Maryland
| $5K | +$5.43K | +100 | New |
|
|
SS
58
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$3.1M | -57,414 | Closed |
|
|
VKH
59
Virtu KCG Holdings
New York
| – | -$619K | -11,463 | Closed |
|
|
CC
60
Curian Capital
Denver,
Colorado
| – | -$587K | -10,876 | Closed |
|
|
61
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$330K | -6,073 | -100% |
|
62
Bank of New York Mellon
New York
| – | -$226K | -4,180 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$2K | -46 | Closed |
|
MUNI Hedge Fund Activity: Q1 2016 in Review
59 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2016, worth a combined $115M — up 6.2% from $108M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MUNI positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $2.91M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $3.1M sold.
- 59 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $115M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2016, up 6.2% quarter-over-quarter.
- 6 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2016 and 5 closed out, a net change of +1 holder.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2016 was Jane Street, an estimated $2.91M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2016 was Simplicity Solutions, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2016.