We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

433 hedge funds and large institutions have $2.21B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

119% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 101

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

10% more capital invested

Capital invested by funds: $2.01B → $2.21B (+$199M)

5% more funds holding

Funds holding: 412433 (+21)

1.28% less ownership

Funds ownership: 80.42%79.14% (-1.3%)

Holders
433
Holders Change
+21
Holders Change %
+5.1%
% of All Funds
5.33%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.15%
New
52
Increased
221
Reduced
101
Closed
21
Calls
$1.01M
Puts
Net Calls
+$1.01M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$193M +$25.8M +488,943 +15%
Morgan Stanley
2
Morgan Stanley
New York
$185M +$29.5M +558,697 +19%
Wells Fargo
3
Wells Fargo
California
$130M +$22.8M +431,810 +21%
LPL Financial
4
LPL Financial
California
$116M +$10.9M +206,246 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$57.6M -$5.5M -104,367 -9%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$51.8M +$3.73M +70,761 +8%
WWA
7
WCG Wealth Advisors
Nevada
$50.2M +$5.18M +98,234 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$47.5M +$24.8M +470,073 +107%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$41.1M +$2.83M +53,626 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$39.2M +$5.15M +97,620 +15%
UBS Group
11
UBS Group
Switzerland
$36.9M +$6.68M +126,654 +22%
HighTower Advisors
12
HighTower Advisors
Illinois
$32.6M +$2.62M +49,730 +9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$32.1M -$827K -15,681 -2%
SFGP
14
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$31.7M +$1.49M +28,241 +5%
DWM
15
Dynasty Wealth Management
Florida
$30.9M -$1.86M -35,289 -6%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$29.1M -$31.8M -602,900 -100%
NA
17
NewEdge Advisors
Louisiana
$26.7M -$1.04M -19,814 -4%
MW
18
MBL Wealth
North Carolina
$24.8M +$1.07M +20,230 +4%
CAL
19
Capital Analysts LLC
Pennsylvania
$22.4M +$277K +5,246 +1%
Stifel Financial
20
Stifel Financial
Missouri
$22.3M +$1.35M +25,650 +6%
LFG
21
Larson Financial Group
Missouri
$21.4M +$3.05M +57,928 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18.5M +$66.3K +1,258 +0.4%
QWP
23
Quotient Wealth Partners
Texas
$18M +$1.13M +21,361 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$17.6M +$1.25M +23,778 +8%
RMDI
25
R.M. Davis Inc
Maine
$17.5M +$41.8K +792 +0.2%