We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

48 hedge funds and large institutions have $77.3M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

14% more funds holding

Funds holding: 42 → 48 (+6)

6% more capital invested

Capital invested by funds: $72.6M → $77.3M (+$4.7M)

1.98% more ownership

Funds ownership: 37.64% → 39.62% (+2%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
17
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.27M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.2M
3
BA
Boston Advisors
Massachusetts
+$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.2M
5
LYV
Live Your Vision
Pennsylvania
+$920K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.37M
2
CC
Curian Capital
Colorado
-$1.17M
3
GA
Gateway Advisory
New Jersey
-$1M
4
LPL Financial
LPL Financial
California
-$536K
5
JG
Jefferies Group
New York
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17M +$2.27M +43,659 +15%
Morgan Stanley
2
Morgan Stanley
New York
$13.6M -$306K -5,876 -2%
GA
3
Gateway Advisory
New Jersey
$10.6M -$1M -19,280 -9%
Wells Fargo
4
Wells Fargo
California
$4.46M +$477K +9,165 +12%
U
5
UBS
Switzerland
$2.83M -$51K -980 -2%
CC
6
Curian Capital
Colorado
$2.55M -$1.17M -22,411 -31%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.52M +$2.2M +42,233 +647%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.43M -$223K -4,276 -8%
DD
9
Dominick & Dominick
New York
$1.54M – – –
BA
10
Boston Advisors
Massachusetts
$1.54M +$1.55M +29,692 New
VC
11
Vicus Capital
Pennsylvania
$1.48M -$333K -6,388 -18%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.2M +$1.2M +23,132 New
SC
13
SouthState Corp
Florida
$1.03M +$4.48K +86 +0.4%
LYV
14
Live Your Vision
Pennsylvania
$914K +$920K +17,659 New
HighTower Advisors
15
HighTower Advisors
Illinois
$895K -$156K -2,999 -15%
LPL Financial
16
LPL Financial
California
$879K -$536K -10,290 -38%
CAN
17
Cetera Advisor Networks
California
$849K – – –
GF
18
Gerstein Fisher
New York
$828K +$833K +16,000 New
FM
19
Foster & Motley
Ohio
$752K +$69K +1,325 +10%
JP Morgan Chase
20
JP Morgan Chase
New York
$727K -$4.06K -78 -0.6%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$713K -$60K -1,152 -8%
CCM
22
Coldstream Capital Management
Washington
$636K +$207K +3,975 +48%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$621K +$625K +12,001 New
ACP
24
Aviance Capital Partners
Florida
$543K +$9.32K +179 +2%
SFM
25
Signature Financial Management
Virginia
$519K -$238K -4,573 -31%
1
2 3

MUNI Hedge Fund Activity: Q4 2013 in Review

48 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2013, worth a combined $77.3M — up 6.5% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MUNI positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.

  • 48 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2013, up from 42 in Q3 2013.
  • Funds reported $77.3M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 11 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2013 and 4 closed out, a net change of +7 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2013 was Bank of America, an estimated $2.27M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2013 was Jane Street, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2013.