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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

90 hedge funds and large institutions have $188M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

11% more funds holding

Funds holding: 8190 (+9)

6% more capital invested

Capital invested by funds: $178M → $188M (+$9.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.42% less ownership

Funds ownership: 62.55%61.13% (-1.4%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
35
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
76
Trustmark National Bank Trust Department
Mississippi
$121K
NFG
77
Next Financial Group
Texas
$118K +$117K +2,156 New
CAL
78
Capital Analysts LLC
Pennsylvania
$88K +$87.5K +1,611 New
AA
79
AlphaMark Advisors
Kentucky
$49K
CCM
80
Covington Capital Management
California
$44K
TF
81
TimeScale Financial
Massachusetts
$32K +$32.1K +591 New
WT
82
Whittier Trust
California
$27K
BC
83
Bartlett & Co
Ohio
$25K
BCWM
84
Bartlett & Co Wealth Management
Ohio
$24.7K
BAM
85
Barrett Asset Management
New York
$22K +$5.43K +100 +33%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$16K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$15K -$51.9K -956 -78%
PCG
88
Private Capital Group
Connecticut
$14K
DWM
89
Destination Wealth Management
California
$12K +$11.9K +220 New
JIR
90
James Investment Research
Ohio
$7K -$40.7K -750 -85%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$5K
NDSI
92
Newman Dignan & Sheerar Inc
Rhode Island
$927 -$46K -846 -5%
WP
93
WealthShield Partners
North Carolina
-$150K -2,783 Closed
WCM
94
WealthBridge Capital Management
Ohio
-$38K -700 Closed

MUNI Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2019, worth a combined $188M — up 5.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MUNI positions and 2 closed out — a net gain of 10 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.43M. The largest seller was UBS Group, cutting an estimated $1.11M.

  • 90 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $188M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 12 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2019 and 2 closed out, a net change of +10 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $2.43M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2019 was UBS Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2019.