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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more capital invested

Capital invested by funds: $283M → $339M (+$55.6M)

12% more funds holding

Funds holding: 118 → 132 (+14)

2.94% more ownership

Funds ownership: 54.85% → 57.79% (+2.9%)

Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
24
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Compass Ion Advisors
Pennsylvania
+$8.08M
2
Morgan Stanley
Morgan Stanley
New York
+$4.01M
3
PI
PFS Investments
Georgia
+$3.31M
4
Bank of America
Bank of America
North Carolina
+$2.01M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.5M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$2.47M
3
EI
Ethic Inc
New York
-$927K
4
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$895K
5
BCI
Brinker Capital Investments
Pennsylvania
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
76
Clearview Wealth Advisors
Oregon
$399K +$396K +7,039 New
PFS
77
Prospera Financial Services
Texas
$396K +$190K +3,379 +94%
KLI
78
Kelman-Lazarov Inc
Tennessee
$367K +$3.94K +70 +1%
DC
79
Davenport & Co
Virginia
$363K +$360K +6,393 New
IWC
80
Integrated Wealth Concepts
Massachusetts
$362K – – –
CRWM
81
Castle Rock Wealth Management
California
$340K +$336K +5,974 New
FWP
82
Firethorn Wealth Partners
Georgia
$338K +$335K +5,953 New
DAS
83
Dynamic Advisor Solutions
Arizona
$331K +$84.8K +1,505 +35%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$320K +$318K +5,640 New
APA
85
American Portfolios Advisors
New York
$320K -$3.04K -54 -0.9%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$316K – – –
TIM
87
Tortoise Investment Management
New York
$309K – – –
PCMC
88
Paragon Capital Management (Colorado)
Colorado
$303K – – –
BAM
89
Belpointe Asset Management
Nevada
$301K +$1.35K +24 +0.5%
CWS
90
Cypress Wealth Services
California
$295K +$292K +5,191 New
FHC
91
First Heartland Consultants
Missouri
$294K -$21.4K -380 -7%
OFG
92
Oxford Financial Group
Indiana
$293K – – –
AAS
93
Avantax Advisory Services
Texas
$291K -$22.8K -404 -7%
LCM
94
Leisure Capital Management
California
$281K – – –
BFA
95
Beacon Financial Advisory
Ohio
$280K – – –
COF
96
Capital One Financial
Virginia
$267K +$265K +4,711 New
VC
97
Vicus Capital
Pennsylvania
$262K +$4.45K +79 +2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$256K – – –
BWM
99
BerganKDV Wealth Management
Minnesota
$256K – – –
SAM
100
SignalPoint Asset Management
Missouri
$255K +$253K +4,500 New
2 3
4
5 6

MUNI Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2020, worth a combined $339M — up 20% from $283M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MUNI positions and 10 closed out — a net gain of 14 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was Compass Ion Advisors, adding an estimated $8.08M. The largest seller was UBS Group, cutting an estimated $2.5M.

  • 132 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $339M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 24 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2020 and 10 closed out, a net change of +14 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2020 was Compass Ion Advisors, an estimated $8.08M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2020 was UBS Group, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2020.