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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.17M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.54M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$942K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
SouthState Corp
Winter Haven,
Florida
|
-$5.36M |
| 2 |
Jane Street
New York
|
-$1.99M |
| 3 |
VF
Virtu Financial
New York
|
-$1.42M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$402K |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFSIG
76
San Francisco Sentry Investment Group
San Francisco,
California
| $20K | +$20.1K | +375 | New |
|
|
WAP
77
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5K | – | – | – |
|
|
GBBWRPM
78
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $3K | +$2.09K | +39 | New |
|
|
PCG
79
Private Capital Group
West Hartford,
Connecticut
| $15 | +$11.1K | +206 | New |
|
|
80
Jane Street
New York
| – | -$1.99M | -36,974 | Closed |
|
|
VF
81
Virtu Financial
New York
| – | -$1.42M | -26,370 | Closed |
|
|
MMA
82
Miracle Mile Advisors
Los Angeles,
California
| – | -$402K | -7,480 | Closed |
|
|
SA
83
Strategic Advisors
New York
| – | -$209K | -3,884 | Closed |
|
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.