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
CCM
101
Covington Capital Management
California
$44K – – –
SFS
102
Sowell Financial Services
Arkansas
$36K +$1.99K +36 +6%
WTC
103
WhitTier Trust Company
Nevada
$27K – – –
BAM
104
Barrett Asset Management
New York
$22K – – –
TF
105
TimeScale Financial
Massachusetts
$15K -$16.5K -300 -51%
PCG
106
Private Capital Group
Connecticut
$15K – – –
SCA
107
Stonebridge Capital Advisors
Minnesota
$14K – – –
WEC
108
Winslow Evans & Crocker
Massachusetts
$12K – – –
CIAS
109
Capital Investment Advisory Services
North Carolina
$11K – – –
JIR
110
James Investment Research
Ohio
$7K – – –
VNA
111
Valley National Advisers
Pennsylvania
$7K – – –
VFA
112
Values First Advisors
Tennessee
$6.22K – – –
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
VCP
114
Verus Capital Partners
Arizona
$3K – – –
Goldman Sachs
115
Goldman Sachs
New York
– -$468K -8,487 Closed
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
– -$276K -5,000 Closed
OCM
117
One Capital Management
California
– -$258K -4,681 Closed
RMDI
118
R.M. Davis Inc
Maine
– -$233K -4,226 Closed
BCA
119
Bay Colony Advisors
Massachusetts
– -$215K -3,860 Closed
BAM
120
Belpointe Asset Management
Nevada
– -$201K -3,642 Closed
IFWM
121
Institute for Wealth Management
Colorado
– -$171K -3,100 Closed
TIM
122
Tortoise Investment Management
New York
– -$160K -2,900 Closed
TCWM
123
Total Clarity Wealth Management
Illinois
– -$102K -1,850 Closed
Allianz Asset Management
124
Allianz Asset Management
Germany
– -$8K -152 Closed
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.