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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

352 hedge funds and large institutions have $1.61B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
43
Increased
162
Reduced
102
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 2,734,965 +699,502 +34%
Bank of America
2
Bank of America
North Carolina
$120M 2,337,055 +185,579 +9%
Wells Fargo
3
Wells Fargo
California
$87.5M 1,704,476 +296,819 +21%
LPL Financial
4
LPL Financial
California
$79.6M 1,549,012 +171,960 +12%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60M 1,168,929 -489,957 -30%
DWM
6
Dynasty Wealth Management
Florida
$47.6M 925,848 -8,547 -0.9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$42.5M 826,862 -771,449 -48%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.2M 685,603 +294,872 +75%
UBS Group
9
UBS Group
Switzerland
$31.5M 612,396 -33,052 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$31.1M 605,833 +153,367 +34%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$28.1M 547,894 +12,042 +2%
SFG
12
Stonebridge Financial Group
Pennsylvania
$27.3M 532,402 -133,287 -20%
Raymond James Financial
13
Raymond James Financial
Florida
$25.5M 496,533 +38,668 +8%
KIM
14
Kestra Investment Management
Texas
$24.6M 477,823 +170,877 +56%
MW
15
MBL Wealth
North Carolina
$22.3M 433,980 +1,445 +0.3%
NA
16
NewEdge Advisors
Louisiana
$21.5M 419,015 +90,749 +28%
CAL
17
Capital Analysts LLC
Pennsylvania
$20.4M 396,971 -2,313 -0.6%
WWA
18
WCG Wealth Advisors
Nevada
$16.8M 327,476 -88,385 -21%
SWP
19
Sagespring Wealth Partners
Tennessee
$16.8M 326,396 -246,046 -43%
MML Investors Services
20
MML Investors Services
Massachusetts
$16.8M 326,143 +79,093 +32%
RMDI
21
R.M. Davis Inc
Maine
$16.2M 315,353 +12,410 +4%
QWP
22
Quotient Wealth Partners
Texas
$15.6M 302,947 +14,481 +5%
AWM
23
Austin Wealth Management
Texas
$15.2M 298,047 +221,958 +292%
HighTower Advisors
24
HighTower Advisors
Illinois
$15.2M 295,223 +45,222 +18%
APP
25
Avantax Planning Partners
Iowa
$13.3M 258,972 -10,135 -4%