We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

115 hedge funds and large institutions have $255M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $229M → $255M (+$26.6M)

4% more funds holding

Funds holding: 111 → 115 (+4)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

56.45% less ownership

Funds ownership: 110.94% → 54.48% (-56%)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
50
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.01M
3
Wells Fargo
Wells Fargo
California
+$2.67M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.6M
5
Morgan Stanley
Morgan Stanley
New York
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$198M
2
UBS Group
UBS Group
Switzerland
-$4.16M
3
MHS
M Holdings Securities
Oregon
-$2.69M
4
IWA
Independence Wealth Advisors
Virginia
-$1.07M
5
Jane Street
Jane Street
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$676K +$57.7K +1,052 +9%
VFA
52
Voya Financial Advisors
Connecticut
$642K -$1.65K -30 -0.3%
Citigroup
53
Citigroup
New York
$633K +$160K +2,923 +35%
EI
54
Ethic Inc
New York
$622K -$206K -3,763 -25%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$596K +$365K +6,653 +164%
AWM
56
Avondale Wealth Management
Texas
$576K -$192K -3,500 -25%
IWA
57
Independence Wealth Advisors
Virginia
$543K -$1.07M -19,470 -67%
CIA
58
Compass Ion Advisors
Pennsylvania
$543K +$536K +9,761 New
AIM
59
Anchor Investment Management
South Carolina
$506K – – –
Goldman Sachs
60
Goldman Sachs
New York
$483K +$476K +8,678 New
OPS
61
Orion Portfolio Solutions
Nebraska
$460K -$8.56K -156 -2%
FHC
62
First Heartland Consultants
Missouri
$434K +$151K +2,755 +55%
SXL
63
Summit X LLC
Missouri
$415K +$410K +7,465 New
PFS
64
Prospera Financial Services
Texas
$410K -$100K -1,824 -20%
KLI
65
Kelman-Lazarov Inc
Tennessee
$405K +$143K +2,600 +55%
RJA
66
Raymond James & Associates
Florida
$389K +$41.3K +753 +12%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$378K – – –
DWM
68
Darwin Wealth Management
Florida
$373K +$1.92K +35 +0.5%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$356K – – –
CRWM
70
Castle Rock Wealth Management
California
$354K +$110 +2 +0%
CCFM
71
Clear Creek Financial Management
Washington
$345K +$340K +6,204 New
CFG
72
Cooper Financial Group
California
$328K +$324K +5,900 New
APA
73
American Portfolios Advisors
New York
$319K +$1.04K +19 +0.3%
CCP
74
Corient Capital Partners
California
$310K – – –
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$310K – – –
1 2
3
4 5

MUNI Hedge Fund Activity: Q2 2020 in Review

115 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2020, worth a combined $255M — up 12% from $229M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MUNI positions and 12 closed out — a net gain of 6 holders — while 50 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $11.9M. The largest seller was Osaic Holdings, cutting an estimated $198M.

  • 115 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2020, up from 111 in Q1 2020.
  • Funds reported $255M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2020, up 12% quarter-over-quarter.
  • 18 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2020 and 12 closed out, a net change of +6 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2020 was Bank of America, an estimated $11.9M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2020.