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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

80 hedge funds and large institutions have $140M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

18% more funds holding

Funds holding: 68 → 80 (+12)

12% more capital invested

Capital invested by funds: $126M → $140M (+$14.7M)

1.61% more ownership

Funds ownership: 49.53% → 51.14% (+1.6%)

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17M
2
LPL Financial
LPL Financial
California
+$1.58M
3
Wells Fargo
Wells Fargo
California
+$1.54M
4
BCI
Brinker Capital Investments
Pennsylvania
+$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$942K

Top Sellers

Rank Fund Capital Flow
1
SC
SouthState Corp
Florida
-$5.36M
2
Jane Street
Jane Street
New York
-$1.99M
3
VF
Virtu Financial
New York
-$1.42M
4
MMA
Miracle Mile Advisors
California
-$402K
5
VC
Vicus Capital
Pennsylvania
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291K +$31.3K +584 +12%
PFS
52
Prospera Financial Services
Texas
$291K +$43.9K +818 +18%
ONB
53
Old National Bancorp
Indiana
$283K -$5.37K -100 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$278K – – –
OFG
55
Oxford Financial Group
Indiana
$277K – – –
PP
56
PagnatoKarp Partners
Virginia
$271K +$1.61K +30 +0.6%
AG
57
Advisor Group
Arizona
$270K -$195K -3,628 -42%
CWM
58
Cabot Wealth Management
Massachusetts
$268K -$38.4K -715 -13%
Goldman Sachs
59
Goldman Sachs
New York
$259K -$189K -3,523 -42%
APA
60
American Portfolios Advisors
New York
$249K +$249K +4,640 New
OCM
61
One Capital Management
California
$240K +$1.4K +26 +0.6%
CCP
62
Corient Capital Partners
California
$226K – – –
TSS
63
Two Sigma Securities
New York
$226K +$226K +4,215 New
WCF
64
West Coast Financial
California
$206K – – –
ATC
65
Argent Trust Co
Tennessee
$200K – – –
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$200K – – –
BL
67
Balentine LLC
Georgia
$197K – – –
FAAS
68
First Allied Advisory Services
California
$117K +$116K +2,165 New
CCM
69
Covington Capital Management
California
$74K – – –
IWM
70
IHT Wealth Management
Illinois
$72K +$58.9K +1,097 +439%
JIR
71
James Investment Research
Ohio
$62K – – –
US Bancorp
72
US Bancorp
Minnesota
$54K – – –
AA
73
AlphaMark Advisors
Kentucky
$48K – – –
WT
74
Whittier Trust
California
$27K -$75.3K -1,403 -74%
BC
75
Bartlett & Co
Ohio
$24K – – –
1 2
3
4

MUNI Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2017, worth a combined $140M — up 12% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MUNI positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.17M. The largest seller was SouthState Corp, cutting an estimated $5.36M.

  • 80 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2017, up from 68 in Q3 2017.
  • Funds reported $140M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 16 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2017 was Envestnet Asset Management, an estimated $2.17M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2017 was SouthState Corp, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2017.