We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

111 hedge funds and large institutions have $229M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50.37% more ownership

Funds ownership: 60.57% → 110.94% (+50%)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more funds holding

Funds holding: 102 → 111 (+9)

6% more capital invested

Capital invested by funds: $215M → $229M (+$13.2M)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
30
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.89M
2
MHS
M Holdings Securities
Oregon
+$2.72M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.48M
4
RWP
RWA Wealth Partners
Massachusetts
+$2.24M
5
BWA
Beam Wealth Advisors
Louisiana
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.32M
2
Wells Fargo
Wells Fargo
California
-$2.44M
3
Stifel Financial
Stifel Financial
Missouri
-$2.42M
4
SC
Steph & Co
Wisconsin
-$1.26M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$611K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
76
Signature Estate & Investment Advisors
California
$281K -$56.4K -1,023 -17%
VC
77
Vicus Capital
Pennsylvania
$281K +$331 +6 +0.1%
FHC
78
First Heartland Consultants
Missouri
$276K +$279K +5,055 New
LCM
79
Leisure Capital Management
California
$270K -$228K -4,128 -45%
BFA
80
Beacon Financial Advisory
Ohio
$268K +$1.49K +27 +0.6%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$264K – – –
KLI
82
Kelman-Lazarov Inc
Tennessee
$256K -$98.6K -1,787 -28%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$254K +$44.5K +807 +21%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$247K – – –
CAN
85
Cetera Advisor Networks
California
$245K – – –
CCM
86
Coldstream Capital Management
Washington
$228K -$143K -2,584 -38%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$221K +$224K +4,056 New
JF
88
JSF Financial
California
$218K – – –
GIA
89
Gladstone Institutional Advisory
Florida
$213K +$216K +3,909 New
CWM
90
Cabot Wealth Management
Massachusetts
$210K – – –
BWM
91
BerganKDV Wealth Management
Minnesota
$209K -$14.3K -260 -6%
CCM
92
Cutler Capital Management
Massachusetts
$207K – – –
BFEC
93
Benjamin F. Edwards & Company
Missouri
$177K +$38.2K +693 +27%
GWM
94
Geneos Wealth Management
Colorado
$176K – – –
FM
95
Family Management
New York
$153K -$30.9K -560 -17%
HNB
96
Huntington National Bank
Ohio
$122K – – –
NFG
97
Next Financial Group
Texas
$112K +$14.6K +264 +15%
CAL
98
Capital Analysts LLC
Pennsylvania
$89K +$441 +8 +0.5%
MHR
99
Matthew Hamilton Rosenberg
$74K +$74.4K +1,348 New
AA
100
AlphaMark Advisors
Kentucky
$49K – – –
1 2 3
4
5

MUNI Hedge Fund Activity: Q1 2020 in Review

111 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2020, worth a combined $229M — up 6.1% from $215M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MUNI positions and 10 closed out — a net gain of 11 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $2.89M. The largest seller was Morgan Stanley, cutting an estimated $4.32M.

  • 111 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2020, up from 102 in Q4 2019.
  • Funds reported $229M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2020, up 6.1% quarter-over-quarter.
  • 21 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2020 and 10 closed out, a net change of +11 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2020 was Rockefeller Capital Management, an estimated $2.89M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2020 was Morgan Stanley, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2020.