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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

64 hedge funds and large institutions have $133M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

2% more funds holding

Funds holding: 63 → 64 (+1)

4% more capital invested

Capital invested by funds: $127M → $133M (+$5.56M)

0.82% more ownership

Funds ownership: 49.85% → 50.66% (+0.82%)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.81M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.08M
3
UBS Group
UBS Group
Switzerland
+$1.03M
4
OAM
Occidental Asset Management
California
+$550K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$536K

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$1.91M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
3
BA
Boston Advisors
Massachusetts
-$1.02M
4
Morgan Stanley
Morgan Stanley
New York
-$953K
5
Bank of America
Bank of America
North Carolina
-$810K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
51
Corient Capital Partners
California
$225K – – –
EFS
52
Essex Financial Services
Connecticut
$214K – – –
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211K +$211K +3,952 New
BL
54
Balentine LLC
Georgia
$196K – – –
WT
55
Whittier Trust
California
$102K -$101K -1,892 -50%
JIR
56
James Investment Research
Ohio
$62K +$55.1K +1,033 +801%
US Bancorp
57
US Bancorp
Minnesota
$53K – – –
AA
58
AlphaMark Advisors
Kentucky
$48K +$5.34K +100 +13%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$38K +$2.24K +42 +6%
NFG
60
Next Financial Group
Texas
$28K +$107 +2 +0.4%
BC
61
Bartlett & Co
Ohio
$24K -$25.4K -475 -51%
GWM
62
Geneos Wealth Management
Colorado
$5K – – –
IWM
63
IHT Wealth Management
Illinois
$12 +$13.3K +250 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– -$1.19M -22,495 Closed
Bank of New York Mellon
65
Bank of New York Mellon
New York
– -$325K -6,130 Closed
1 2
3

MUNI Hedge Fund Activity: Q2 2017 in Review

64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2017, worth a combined $133M — up 4.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MUNI positions and 3 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $3.81M. The largest seller was Beaumont Financial Advisors, cutting an estimated $1.91M.

  • 64 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2017, up from 63 in Q1 2017.
  • Funds reported $133M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2017, up 4.4% quarter-over-quarter.
  • 4 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2017 and 3 closed out, a net change of +1 holder.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2017 was Jane Street, an estimated $3.81M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2017 was Beaumont Financial Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2017.