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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.7M |
| 2 |
Bank of New York Mellon
New York
|
+$1.41M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.05M |
| 4 |
Morgan Stanley
New York
|
+$1.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$985K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$3.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.68M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.23M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$354K |
| 5 |
PP
PagnatoKarp Partners
Reston,
Virginia
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
101
Valley National Advisers
Bethlehem,
Pennsylvania
| $7K | – | – | – |
|
|
WAP
102
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $6K | – | – | – |
|
|
VFA
103
Values First Advisors
Gray,
Tennessee
| $6K | +$6.29K | +114 | New |
|
|
VCP
104
Verus Capital Partners
Scottsdale,
Arizona
| $3K | +$2.76K | +50 | New |
|
|
NDSI
105
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $941 | +$4.25K | +77 | +0.5% |
|
|
RWA
106
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$3.34M | -60,410 | Closed |
|
|
107
MML Investors Services
Springfield,
Massachusetts
| – | -$1.23M | -22,197 | Closed |
|
|
PP
108
PagnatoKarp Partners
Reston,
Virginia
| – | -$204K | -3,693 | Closed |
|
109
JP Morgan Chase
New York
| – | -$105K | -1,898 | Closed |
|
|
FAAS
110
First Allied Advisory Services
San Diego,
California
| – | -$70K | -1,265 | Closed |
|
|
WT
111
Whittier Trust
South Pasadena,
California
| – | -$28K | -501 | Closed |
|
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.