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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

92 hedge funds and large institutions have $202M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $188M → $202M (+$14.5M)

2% more funds holding

Funds holding: 9092 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.84% less ownership

Funds ownership: 61.13%59.29% (-1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
41
Reduced
14
Closed
8
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$329K -$53.8K -973 -14%
CRWM
52
Castle Rock Wealth Management
California
$321K +$324K +5,855 New
Citigroup
53
Citigroup
New York
$310K
CCP
54
Corient Capital Partners
California
$308K
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$308K
PCMC
56
Paragon Capital Management (Colorado)
Colorado
$296K
CWS
57
Cypress Wealth Services
California
$287K
OFG
58
Oxford Financial Group
Indiana
$285K
VC
59
Vicus Capital
Pennsylvania
$284K +$332 +6 +0.1%
BRWM
60
B. Riley Wealth Management
Tennessee
$282K +$282K +5,100 New
SEIA
61
Signature Estate & Investment Advisors
California
$280K +$42.3K +765 +18%
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$268K
BCA
63
Bay Colony Advisors
Massachusetts
$265K
OCM
64
One Capital Management
California
$259K +$1.49K +27 +0.6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$250K
SB
66
Suntrust Banks
Georgia
$231K +$2.71K +49 +1%
RMDI
67
R.M. Davis Inc
Maine
$222K +$15.6K +283 +8%
JF
68
JSF Financial
California
$221K
CWM
69
Cabot Wealth Management
Massachusetts
$213K -$8.01K -145 -4%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$212K +$56.9K +1,030 +37%
BWM
71
BerganKDV Wealth Management
Minnesota
$207K -$1.38K -25 -0.7%
PP
72
PagnatoKarp Partners
Virginia
$204K +$1.16K +21 +0.6%
FM
73
Family Management
New York
$186K
GWM
74
Geneos Wealth Management
Colorado
$142K -$11.1K -200 -7%
HNB
75
Huntington National Bank
Ohio
$141K

MUNI Hedge Fund Activity: Q3 2019 in Review

92 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2019, worth a combined $202M — up 7.7% from $188M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MUNI positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $1.88M. The largest seller was Johnson Investment Counsel, exiting entirely with an estimated $2.37M sold.

  • 92 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2019, up from 90 in Q2 2019.
  • Funds reported $202M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2019, up 7.7% quarter-over-quarter.
  • 10 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2019 and 8 closed out, a net change of +2 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2019 was UBS Group, an estimated $1.88M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2019 was Johnson Investment Counsel, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2019.