PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
64 hedge funds and large institutions have $120M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
2% more funds holding
Funds holding: 63 → 64 (+1)
3% more capital invested
Capital invested by funds: $116M → $120M (+$3.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.09% less ownership
Funds ownership: 45.98% → 45.89% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.07M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.05M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$789K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$775K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.99M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$738K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$679K |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$548K |
| 5 |
Jane Street
New York
|
-$481K |
MUNI Hedge Fund Activity: Q3 2016 in Review
64 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2016, worth a combined $120M — up 2.8% from $116M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MUNI positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.07M. The largest seller was Vicus Capital, cutting an estimated $1.99M.
- 64 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2016, up from 63 in Q2 2016.
- Funds reported $120M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2016, up 2.8% quarter-over-quarter.
- 7 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2016 and 4 closed out, a net change of +3 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2016 was Morgan Stanley, an estimated $2.07M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2016 was Vicus Capital, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2016.