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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
TIM
76
Tortoise Investment Management
New York
$306K +$29.8K +530 +11%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$300K
BAM
78
Belpointe Asset Management
Nevada
$297K +$297K +5,276 New
OFG
79
Oxford Financial Group
Indiana
$290K
LCM
80
Leisure Capital Management
California
$278K
BFA
81
Beacon Financial Advisory
Ohio
$277K
VC
82
Vicus Capital
Pennsylvania
$255K -$35.2K -625 -12%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$254K
BWM
84
BerganKDV Wealth Management
Minnesota
$254K +$14.1K +251 +6%
CAN
85
Cetera Advisor Networks
California
$253K
WMA
86
Wealth Management Associates
New Jersey
$245K +$30.9K +550 +14%
DAS
87
Dynamic Advisor Solutions
Arizona
$243K +$243K +4,326 New
HH
88
Hilltop Holdings
Texas
$240K +$240K +4,274 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$236K -$41.5K -737 -15%
JF
90
JSF Financial
California
$225K
GWM
91
Geneos Wealth Management
Colorado
$223K +$42.2K +750 +23%
GIA
92
Gladstone Institutional Advisory
Florida
$219K -$394 -7 -0.2%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$217K
EWM
94
Endurance Wealth Management
Rhode Island
$214K
ATC
95
Argent Trust Co
Tennessee
$210K -$495K -8,805 -70%
SEIA
96
Signature Estate & Investment Advisors
California
$204K +$205K +3,637 New
PFS
97
Prospera Financial Services
Texas
$203K -$212K -3,769 -51%
CA
98
Claro Advisors
Massachusetts
$202K
FFA
99
Fragasso Financial Advisors
Pennsylvania
$202K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$143K -$120K -2,127 -46%

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.