PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
52 hedge funds and large institutions have $103M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
6% more funds holding
Funds holding: 49 → 52 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.84% less ownership
Funds ownership: 46.24% → 45.4% (-0.84%)
3% less capital invested
Capital invested by funds: $106M → $103M (-$2.8M)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.23M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$702K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$666K |
| 4 |
YP
Yellowstone Partners
Idaho Falls,
Idaho
|
+$419K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.24M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$946K |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$904K |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$520K |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$349K |
MUNI Hedge Fund Activity: Q2 2015 in Review
52 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2015, worth a combined $103M — down 2.6% from $106M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MUNI positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 22 trimmed.
The largest buyer was UBS Group, adding an estimated $1.23M. The largest seller was Morgan Stanley, cutting an estimated $2.24M.
- 52 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2015, up from 49 in Q1 2015.
- Funds reported $103M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2015, down 2.6% quarter-over-quarter.
- 5 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2015 and 2 closed out, a net change of +3 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2015 was UBS Group, an estimated $1.23M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2015 was Morgan Stanley, an estimated $2.24M sold.
Based on aggregated 13F filings for Q2 2015.