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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

356 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
356
Holders Change
+25
Holders Change %
+7.55%
% 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
Morgan Stanley
New York
$140M
2
Wells Fargo
Wells Fargo
California
$87.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.2M
4
AWM
Austin Wealth Management
Texas
$15.2M
5
HI
Harper Investing
California
$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.87M
5
SWP
Sagespring Wealth Partners
Tennessee
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
251
Howard Wealth Management
Connecticut
$422K +$5.75K +112 +1%
GS
252
GWN Securities
Florida
$414K +$187K +3,633 +82%
ASN
253
Advisory Services Network
Georgia
$408K +$139K +2,718 +52%
CCM
254
Cambridge Capital Management
Illinois
$407K +$407K +7,932 New
TIM
255
Tortoise Investment Management
New York
$395K +$395K +7,700 New
ALA
256
Atlas Legacy Advisors
California
$393K +$77.7K +1,513 +25%
AA
257
Armis Advisers
Georgia
$389K +$3.18K +62 +0.8%
BDFN
258
Bond & Devick Financial Network
Minnesota
$381K -$67.3K -1,311 -15%
AG
259
AmeriFlex Group
Nevada
$379K +$291K +5,688 +332%
CA
260
Crumly & Associates
Illinois
$378K +$378K +7,367 New
BCA
261
Ballentine Capital Advisors
South Carolina
$376K – – –
PWG
262
Private Wealth Group
Florida
$375K -$55.1K -1,072 -13%
CIAS
263
CFS Investment Advisory Services
New Jersey
$373K -$2.64M -51,337 -88%
BFA
264
Bright Financial Advisors
Michigan
$365K +$616 +12 +0.2%
1WM
265
1900 Wealth Management
Texas
$361K – – –
DWS
266
Discipline Wealth Solutions
South Carolina
$354K – – –
TWP
267
Triad Wealth Partners
Kansas
$349K +$349K +6,800 New
Betterment LLC
268
Betterment LLC
New York
$349K -$87.8K -1,709 -20%
FHC
269
First Heartland Consultants
Missouri
$346K +$346K +6,745 New
SS
270
Sunbelt Securities
Texas
$339K +$58K +1,121 +21%
AFG
271
Atomi Financial Group
New York
$336K +$336K +6,540 New
CFA
272
Cahill Financial Advisors
Minnesota
$336K – – –
GI
273
Gradient Investments
Minnesota
$335K +$30.4K +591 +10%
BFA
274
Bragg Financial Advisors
North Carolina
$335K +$335K +6,522 New
NG
275
Novem Group
New York
$331K -$76.1K -1,482 -19%
9 10
11
12 13