PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
132 hedge funds and large institutions have $339M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
104% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 24
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more capital invested
Capital invested by funds: $283M → $339M (+$55.6M)
13% more funds holding
Funds holding: 117 → 132 (+15)
3.17% more ownership
Funds ownership: 54.63% → 57.79% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$8.08M |
| 2 |
Morgan Stanley
New York
|
+$4.01M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.31M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.5M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$2.47M |
| 3 |
EI
Ethic Inc
New York
|
-$927K |
| 4 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$895K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$827K |
MUNI Hedge Fund Activity: Q4 2020 in Review
132 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2020, worth a combined $339M — up 20% from $283M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MUNI positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 24 trimmed.
The largest buyer was Compass Ion Advisors, adding an estimated $8.08M. The largest seller was UBS Group, cutting an estimated $2.5M.
- 132 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2020, up from 117 in Q3 2020.
- Funds reported $339M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2020, up 20% quarter-over-quarter.
- 25 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2020 and 10 closed out, a net change of +15 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2020 was Compass Ion Advisors, an estimated $8.08M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2020 was UBS Group, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2020.