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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

90 hedge funds and large institutions have $188M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

11% more funds holding

Funds holding: 8190 (+9)

6% more capital invested

Capital invested by funds: $178M → $188M (+$9.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.42% less ownership

Funds ownership: 62.55%61.13% (-1.4%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
35
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M
UBS Group
2
UBS Group
Switzerland
$18.7M -$1.11M -20,405 -6%
Morgan Stanley
3
Morgan Stanley
New York
$17M +$1.45M +26,742 +9%
Wells Fargo
4
Wells Fargo
California
$12.2M -$413K -7,602 -3%
Bank of America
5
Bank of America
North Carolina
$10.8M +$1.25M +22,942 +13%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.24M -$59.6K -1,097 -0.7%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.07M +$189K +3,484 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.28M -$23.2K -428 -0.5%
BFA
9
Beaumont Financial Advisors
Massachusetts
$3.85M -$38.6K -710 -1%
LPL Financial
10
LPL Financial
California
$3.65M +$156K +2,876 +5%
RWA
11
Redhawk Wealth Advisors
Minnesota
$3.19M +$786K +14,472 +33%
Stifel Financial
12
Stifel Financial
Missouri
$3.17M -$86.6K -1,595 -3%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.91M +$2.43M +44,773 +537%
FM
14
Foster & Motley
Ohio
$2.9M +$578K +10,640 +25%
SCA
15
Stokes Capital Advisors
South Carolina
$2.81M +$467K +8,600 +20%
JIC
16
Johnson Investment Counsel
Ohio
$2.37M +$54.3K +1,000 +2%
SA
17
Sunesis Advisors
Kansas
$2.31M -$7.77K -143 -0.3%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.13M -$397K -7,300 -16%
Creative Planning
19
Creative Planning
Kansas
$1.85M +$23.4K +431 +1%
JCM
20
Janney Capital Management
Pennsylvania
$1.75M -$101K -1,868 -6%
CWM
21
Cornerstone Wealth Management
Missouri
$1.68M +$31.9K +588 +2%
ACP
22
Aviance Capital Partners
Florida
$1.5M +$16.2K +299 +1%
BA
23
Boston Advisors
Massachusetts
$1.5M +$113K +2,077 +8%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$1.34M +$63.2K +1,163 +5%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$1.2M +$489 +9 +0%

MUNI Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2019, worth a combined $188M — up 5.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MUNI positions and 2 closed out — a net gain of 10 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.43M. The largest seller was UBS Group, cutting an estimated $1.11M.

  • 90 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $188M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 12 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2019 and 2 closed out, a net change of +10 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $2.43M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2019 was UBS Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2019.