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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

355 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 44 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+24
Holders Change %
+7.25%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
Increased
162
Reduced
102
Closed
14
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$140M
2
Wells Fargo
2
Wells Fargo
California
$87.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.2M
4
AWM
4
Austin Wealth Management
Texas
$15.2M
5
HI
5
Harper Investing
California
$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.87M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Grimes & Company
Massachusetts
$606K +$83.3K +1,622 +16%
ATPW
227
Ashton Thomas Private Wealth
Arizona
$600K -$375K -7,298 -38%
KCM
228
Kendall Capital Management
Maryland
$596K – – –
FFN
229
Focus Financial Network
Minnesota
$592K +$411 +8 +0.1%
DWP
230
Destiny Wealth Partners
Florida
$585K -$22.1K -430 -4%
FD
231
Financial Designs
California
$584K +$584K +11,361 New
SPC
232
Sigma Planning Corp
Michigan
$577K +$182K +3,545 +46%
First Trust Advisors
233
First Trust Advisors
Illinois
$563K -$6.32K -123 -1%
NL
234
NWAM LLC
Washington
$550K +$4.19K +82 +0.8%
LFAS
235
Level Four Advisory Services
Texas
$540K -$4.83K -94 -0.9%
SWA
236
Stratos Wealth Advisors
Ohio
$522K -$68K -1,323 -12%
SWM
237
StoneCrest Wealth Management
Arizona
$520K – – –
PFA
238
Pure Financial Advisors
California
$515K +$515K +10,020 New
SCA
239
STALEY CAPITAL ADVISERS
Pennsylvania
$514K +$205K +4,000 +67%
HGA
240
Hobbs Group Advisors
South Carolina
$511K +$511K +9,953 New
MMA
241
Miracle Mile Advisors
California
$504K +$63.4K +1,234 +14%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$502K +$78.3K +1,524 +18%
CCM
243
Coldstream Capital Management
Washington
$497K – – –
DC
244
Davenport & Co
Virginia
$473K – – –
GIA
245
Gladstone Institutional Advisory
Florida
$469K +$49.2K +958 +12%
CIR
246
Clear Investment Research
Georgia
$454K +$454K +8,831 New
GSEP
247
Golden State Equity Partners
California
$441K +$32.9K +640 +8%
4WM
248
49 Wealth Management
Texas
$434K -$44.5K -867 -9%
CKAIS
249
Christensen King & Associates Investment Services
Washington
$430K – – –
HWM
250
Howard Wealth Management
Connecticut
$422K +$5.75K +112 +1%
8 9
10
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