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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
RMDI
101
R.M. Davis Inc
Maine
$253K +$252K +4,468 New
WMA
102
Wealth Management Associates
New Jersey
$248K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$239K – – –
JF
104
JSF Financial
California
$227K – – –
FTUS
105
Flow Traders U.S.
New York
$226K +$224K +3,983 New
GIA
106
Gladstone Institutional Advisory
Florida
$223K +$1.46K +26 +0.7%
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$219K – – –
EWM
108
Endurance Wealth Management
Rhode Island
$216K – – –
SEIA
109
Signature Estate & Investment Advisors
California
$216K +$9.18K +163 +4%
ATC
110
Argent Trust Co
Tennessee
$212K – – –
BRWM
111
B. Riley Wealth Management
Tennessee
$210K -$593K -10,535 -74%
CA
112
Claro Advisors
Massachusetts
$204K – – –
FFA
113
Fragasso Financial Advisors
Pennsylvania
$204K – – –
CCM
114
Coldstream Capital Management
Washington
$201K +$200K +3,547 New
NFG
115
Next Financial Group
Texas
$146K +$7.38K +131 +5%
HNB
116
Huntington National Bank
Ohio
$127K – – –
AA
117
AlphaMark Advisors
Kentucky
$102K +$50.7K +900 +100%
CAL
118
Capital Analysts LLC
Pennsylvania
$94K +$394 +7 +0.4%
MHR
119
Matthew Hamilton Rosenberg
$76K -$394 -7 -0.5%
CCM
120
Covington Capital Management
California
$76K – – –
ASN
121
Advisory Services Network
Georgia
$74K +$73.2K +1,299 New
WTC
122
WhitTier Trust Company
Nevada
$28K – – –
SFS
123
Sowell Financial Services
Arkansas
$27K -$10.3K -182 -28%
BC
124
Bartlett & Co
Ohio
$26K – – –
BCWM
125
Bartlett & Co Wealth Management
Ohio
$25.5K – – –
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.