PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
111 hedge funds and large institutions have $229M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more funds holding
Funds holding: 102 → 111 (+9)
6% more capital invested
Capital invested by funds: $216M → $229M (+$12.3M)
6% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 32
2.85% less ownership
Funds ownership: 60.57% → 57.72% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$2.89M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$2.72M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.48M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$2.24M |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.32M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.44M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.42M |
| 4 |
SC
Steph & Co
Marinette,
Wisconsin
|
-$1.26M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$611K |
MUNI Hedge Fund Activity: Q1 2020 in Review
111 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2020, worth a combined $229M — up 5.7% from $216M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MUNI positions and 10 closed out — a net gain of 11 holders — while 30 added to existing stakes and 32 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $2.89M. The largest seller was Morgan Stanley, cutting an estimated $4.32M.
- 111 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2020, up from 102 in Q4 2019.
- Funds reported $229M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2020, up 5.7% quarter-over-quarter.
- 21 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2020 and 10 closed out, a net change of +11 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2020 was Rockefeller Capital Management, an estimated $2.89M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2020 was Morgan Stanley, an estimated $4.32M sold.
Based on aggregated 13F filings for Q1 2020.