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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

333 hedge funds and large institutions have $1.52B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 96 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

55% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 96

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

1.33% more ownership

Funds ownership: 82.54%83.87% (+1.3%)

0% less funds holding

Funds holding: 334333 (-1)

58% less capital invested

Capital invested by funds: $3.6B → $1.52B (-$2.08B)

Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.46%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
36
Increased
149
Reduced
96
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
Davenport & Co
Virginia
$475K +$104K +2,000 +28%
TCM
227
Towneley Capital Management
California
$467K +$3.79K +73 +0.8%
AAS
228
Ameritas Advisory Services
Nebraska
$464K -$14.7K -283 -3%
FAFN
229
First Affirmative Financial Network
Colorado
$462K +$41.3K +796 +10%
BDFN
230
Bond & Devick Financial Network
Minnesota
$450K +$105K +2,020 +30%
MMA
231
Miracle Mile Advisors
California
$442K -$13.2K -254 -3%
VC
232
Vicus Capital
Pennsylvania
$439K +$17.6K +339 +4%
Betterment LLC
233
Betterment LLC
New York
$438K +$94.2K +1,816 +27%
CKAIS
234
Christensen King & Associates Investment Services
Washington
$432K +$434K +8,370 New
PWG
235
Private Wealth Group
Florida
$432K -$1.76K -34 -0.4%
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$425K -$123K -2,380 -22%
GIA
237
Gladstone Institutional Advisory
Florida
$421K +$424K +8,170 New
HWM
238
Howard Wealth Management
Connecticut
$418K +$41.3K +797 +11%
GSEP
239
Golden State Equity Partners
California
$410K +$78.9K +1,521 +24%
NG
240
Novem Group
New York
$409K -$511K -9,846 -55%
MPW
241
Magnolia Private Wealth
Pennsylvania
$404K
SPC
242
Sigma Planning Corp
Michigan
$396K -$38.6K -745 -9%
AA
243
Armis Advisers
Georgia
$387K +$3.11K +60 +0.8%
RFG
244
REAP Financial Group
Texas
$387K +$3.11K +60 +0.8%
BCA
245
Ballentine Capital Advisors
South Carolina
$377K
BFA
246
Bright Financial Advisors
Michigan
$365K +$368K +7,088 New
1WM
247
1900 Wealth Management
Texas
$362K
CPA
248
Clear Point Advisors
New York
$357K -$12.2K -235 -3%
DWS
249
Discipline Wealth Solutions
South Carolina
$355K -$7.57K -146 -2%
MFG
250
Merit Financial Group
Georgia
$345K +$347K +6,686 New

MUNI Hedge Fund Activity: Q1 2025 in Review

333 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2025, worth a combined $1.52B — down 58% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MUNI positions and 28 closed out — a net gain of 8 holders — while 149 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $9.53M sold.

  • 333 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2025, down from 334 in Q4 2024.
  • Funds reported $1.52B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2025, down 58% quarter-over-quarter.
  • 36 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2025 and 28 closed out, a net change of +8 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2025 was Morgan Stanley, an estimated $14.5M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2025.