We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

118 hedge funds and large institutions have $283M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $255M → $283M (+$27.8M)

3% more funds holding

Funds holding: 115118 (+3)

0.37% more ownership

Funds ownership: 54.48%54.85% (+0.37%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $292K

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
51
Reduced
27
Closed
10
Calls
Puts
$292K
Net Calls
-$292K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M
Bank of America
2
Bank of America
North Carolina
$25.4M +$2.37M +42,137 +10%
Morgan Stanley
3
Morgan Stanley
New York
$20M +$2.2M +39,057 +12%
UBS Group
4
UBS Group
Switzerland
$19.1M +$1.69M +30,074 +10%
Wells Fargo
5
Wells Fargo
California
$15.4M +$1.48M +26,258 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.4M -$22.3K -397 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$9M +$396K +7,040 +5%
BCI
8
Brinker Capital Investments
Pennsylvania
$8.22M +$951K +16,914 +13%
Jane Street
9
Jane Street
New York
$7.22M +$7.23M +128,495 New
LPL Financial
10
LPL Financial
California
$7M +$324K +5,766 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$6.74M +$846K +15,032 +14%
SC
12
Steph & Co
Wisconsin
$6.15M +$1.28M +22,809 +26%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$5.84M +$234K +4,166 +4%
Stifel Financial
14
Stifel Financial
Missouri
$4.58M -$340K -6,038 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.37M +$118K +2,097 +3%
BFA
16
Beaumont Financial Advisors
Massachusetts
$3.79M +$196K +3,491 +5%
PAG
17
Private Advisor Group
New Jersey
$3.58M +$87.8K +1,561 +3%
CWM
18
Cornerstone Wealth Management
Missouri
$3.48M +$239K +4,242 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.08M +$265K +4,715 +9%
SW
20
SteelPeak Wealth
California
$3M +$553K +9,830 +23%
FM
21
Foster & Motley
Ohio
$2.89M +$18.2K +323 +0.6%
CIA
22
Compass Ion Advisors
Pennsylvania
$2.67M +$2.12M +37,688 +386%
SCA
23
Stokes Capital Advisors
South Carolina
$2.59M +$174K +3,100 +7%
RWA
24
Redhawk Wealth Advisors
Minnesota
$2.47M +$2.48M +44,008 New
SA
25
Sunesis Advisors
Kansas
$2.29M -$60.1K -1,069 -3%

MUNI Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2020, worth a combined $283M — up 11% from $255M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MUNI positions and 10 closed out — a net gain of 3 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.23M. The largest seller was INVST, exiting entirely with an estimated $1.76M sold.

  • 118 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $283M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2020 and 10 closed out, a net change of +3 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $7.23M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2020 was INVST, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2020.