We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

118 hedge funds and large institutions have $283M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $255M → $283M (+$27.8M)

3% more funds holding

Funds holding: 115118 (+3)

0.37% more ownership

Funds ownership: 54.48%54.85% (+0.37%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $292K

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
51
Reduced
27
Closed
10
Calls
Puts
$292K
Net Calls
-$292K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$895K -$72.8K -1,294 -8%
Truist Financial
52
Truist Financial
North Carolina
$892K +$209K +3,715 +31%
MML Investors Services
53
MML Investors Services
Massachusetts
$801K +$4.84K +86 +0.6%
BRWM
54
B. Riley Wealth Management
Tennessee
$800K -$11.3K -200 -1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$799K -$111K -1,978 -12%
Citigroup
56
Citigroup
New York
$768K +$129K +2,287 +20%
AWM
57
Avondale Wealth Management
Texas
$694K +$113K +2,000 +19%
OPS
58
Orion Portfolio Solutions
Nebraska
$689K +$224K +3,990 +48%
CFG
59
Cooper Financial Group
California
$631K +$300K +5,332 +90%
Citadel Advisors
60
Citadel Advisors
Florida
$569K +$569K +10,121 New
AIM
61
Anchor Investment Management
South Carolina
$568K +$56.3K +1,000 +11%
KAS
62
Kestra Advisory Services
Texas
$498K +$7.88K +140 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$491K
Goldman Sachs
64
Goldman Sachs
New York
$490K +$1.86K +33 +0.4%
ACP
65
Aveo Capital Partners
Colorado
$475K +$261K +4,637 +122%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$474K -$128K -2,273 -21%
RJA
67
Raymond James & Associates
Florida
$385K -$8.33K -148 -2%
DWM
68
Darwin Wealth Management
Florida
$378K +$1.74K +31 +0.5%
KLI
69
Kelman-Lazarov Inc
Tennessee
$360K -$50K -889 -12%
IWC
70
Integrated Wealth Concepts
Massachusetts
$359K +$50.1K +890 +16%
APA
71
American Portfolios Advisors
New York
$320K -$3.21K -57 -1%
CCP
72
Corient Capital Partners
California
$313K
WSTAM
73
Wilbanks Smith & Thomas Asset Management
Virginia
$313K
FHC
74
First Heartland Consultants
Missouri
$312K -$127K -2,250 -29%
AAS
75
Avantax Advisory Services
Texas
$311K +$311K +5,535 New

MUNI Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2020, worth a combined $283M — up 11% from $255M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MUNI positions and 10 closed out — a net gain of 3 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.23M. The largest seller was INVST, exiting entirely with an estimated $1.76M sold.

  • 118 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $283M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2020 and 10 closed out, a net change of +3 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $7.23M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2020 was INVST, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2020.