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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

80 hedge funds and large institutions have $140M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

18% more funds holding

Funds holding: 68 → 80 (+12)

12% more capital invested

Capital invested by funds: $126M → $140M (+$14.7M)

1.61% more ownership

Funds ownership: 49.53% → 51.14% (+1.6%)

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17M
2
LPL Financial
LPL Financial
California
+$1.58M
3
Wells Fargo
Wells Fargo
California
+$1.54M
4
BCI
Brinker Capital Investments
Pennsylvania
+$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$942K

Top Sellers

1
SC
SouthState Corp
Florida
-$5.36M
2
Jane Street
Jane Street
New York
-$1.99M
3
VF
Virtu Financial
New York
-$1.42M
4
MMA
Miracle Mile Advisors
California
-$402K
5
VC
Vicus Capital
Pennsylvania
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$18M +$666K +12,403 +4%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M +$85.9K +1,601 +0.6%
BFA
3
Beaumont Financial Advisors
Massachusetts
$13.6M +$557K +10,380 +4%
Wells Fargo
4
Wells Fargo
California
$11.7M +$1.54M +28,738 +15%
Bank of America
5
Bank of America
North Carolina
$11.5M +$363K +6,760 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.1M +$508K +9,462 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.04M +$942K +17,557 +18%
SCA
8
Stokes Capital Advisors
South Carolina
$3.68M +$3.68M +68,510 New
Stifel Financial
9
Stifel Financial
Missouri
$3.36M +$119K +2,216 +4%
FM
10
Foster & Motley
Ohio
$2.99M +$1.66K +31 +0.1%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.71M +$1.49M +27,841 +123%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.5M -$164K -3,057 -6%
LPL Financial
13
LPL Financial
California
$2.46M +$1.58M +29,349 +177%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$2.45M +$44.2K +823 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.2M +$2.17M +40,391 +6,029%
JIC
16
Johnson Investment Counsel
Ohio
$2.17M +$106K +1,970 +5%
JCM
17
Janney Capital Management
Pennsylvania
$2.13M -$64K -1,192 -3%
Creative Planning
18
Creative Planning
Kansas
$1.93M +$52K +969 +3%
BA
19
Boston Advisors
Massachusetts
$1.91M +$119K +2,221 +7%
CWM
20
Cornerstone Wealth Management
Missouri
$1.62M -$68.5K -1,277 -4%
SC
21
SouthState Corp
Florida
$1.33M -$5.36M -99,787 -80%
LYV
22
Live Your Vision
Pennsylvania
$1.2M -$153K -2,841 -11%
ACP
23
Aviance Capital Partners
Florida
$1.05M -$21.4K -399 -2%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$982K -$22.4K -418 -2%
OAM
25
Occidental Asset Management
California
$923K – – –
1
2 3 4

MUNI Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2017, worth a combined $140M — up 12% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MUNI positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.17M. The largest seller was SouthState Corp, cutting an estimated $5.36M.

  • 80 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2017, up from 68 in Q3 2017.
  • Funds reported $140M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 16 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2017 was Envestnet Asset Management, an estimated $2.17M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2017 was SouthState Corp, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2017.