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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

102 hedge funds and large institutions have $215M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

11% more funds holding

Funds holding: 92 → 102 (+10)

6% more capital invested

Capital invested by funds: $202M → $215M (+$13.1M)

1.29% more ownership

Funds ownership: 59.29% → 60.57% (+1.3%)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
42
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.41M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.05M
4
Morgan Stanley
Morgan Stanley
New York
+$1.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$985K

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$3.34M
2
Bank of America
Bank of America
North Carolina
-$1.68M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.23M
4
Creative Planning
Creative Planning
Kansas
-$354K
5
PP
PagnatoKarp Partners
Virginia
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$212K +$827 +15 +0.4%
CCM
77
Cutler Capital Management
Massachusetts
$210K +$210K +3,800 New
BAM
78
Belpointe Asset Management
Nevada
$201K +$201K +3,642 New
FM
79
Family Management
New York
$185K – – –
GWM
80
Geneos Wealth Management
Colorado
$178K +$35.8K +650 +25%
IFWM
81
Institute for Wealth Management
Colorado
$171K +$171K +3,100 New
TIM
82
Tortoise Investment Management
New York
$160K +$160K +2,900 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$141K +$95.1K +1,725 +209%
HNB
84
Huntington National Bank
Ohio
$132K – – –
TCWM
85
Total Clarity Wealth Management
Illinois
$102K +$102K +1,850 New
NFG
86
Next Financial Group
Texas
$98K -$21.1K -382 -18%
CAL
87
Capital Analysts LLC
Pennsylvania
$90K +$552 +10 +0.6%
AA
88
AlphaMark Advisors
Kentucky
$50K – – –
CCM
89
Covington Capital Management
California
$44K – – –
SFS
90
Sowell Financial Services
Arkansas
$35K -$7.61K -138 -18%
TF
91
TimeScale Financial
Massachusetts
$32K – – –
WTC
92
WhitTier Trust Company
Nevada
$28K +$27.6K +501 New
BCWM
93
Bartlett & Co Wealth Management
Ohio
$24.9K – – –
BAM
94
Barrett Asset Management
New York
$22K – – –
PCG
95
Private Capital Group
Connecticut
$15K – – –
SCA
96
Stonebridge Capital Advisors
Minnesota
$14K – – –
WEC
97
Winslow Evans & Crocker
Massachusetts
$12K +$11K +200 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$11K +$11K +200 New
Allianz Asset Management
99
Allianz Asset Management
Germany
$8K +$8.38K +152 New
JIR
100
James Investment Research
Ohio
$7K – – –
1 2 3
4
5

MUNI Hedge Fund Activity: Q4 2019 in Review

102 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2019, worth a combined $215M — up 6.5% from $202M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MUNI positions and 6 closed out — a net gain of 15 holders — while 42 added to existing stakes and 14 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.7M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $3.34M sold.

  • 102 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2019, up from 92 in Q3 2019.
  • Funds reported $215M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 21 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2019 and 6 closed out, a net change of +15 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2019 was Stifel Financial, an estimated $1.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2019 was Redhawk Wealth Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2019.