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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
SA
251
Sunesis Advisors
Kansas
$342K
CFA
252
Cahill Financial Advisors
Minnesota
$337K
CB
253
Commerce Bank
Missouri
$323K
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$318K
BB
255
Burford Brothers
Texas
$317K +$319K +6,149 New
ALA
256
Atlas Legacy Advisors
California
$317K -$86K -1,659 -21%
GF
257
GGM Financials
Ohio
$315K +$18.7K +361 +6%
VIM
258
Vista Investment Management
Pennsylvania
$310K
SCA
259
STALEY CAPITAL ADVISERS
Pennsylvania
$309K +$311K +6,000 New
BFF
260
Byrne Financial Freedom
Massachusetts
$307K
GI
261
Gradient Investments
Minnesota
$306K +$20.9K +402 +7%
MFS
262
McNamara Financial Services
Massachusetts
$306K +$12.5K +241 +4%
SMH
263
Sanders Morris Harris
Texas
$305K
NC
264
NewSquare Capital
Pennsylvania
$305K +$307K +5,912 New
DADC
265
D.A. Davidson & Co
Montana
$300K -$3.27K -63 -1%
FAIM
266
Financial Advocates Investment Management
Washington
$286K -$27.2K -524 -9%
PFA
267
Professional Financial Advisors
Nebraska
$285K +$2.33K +45 +0.8%
FF
268
Friday Financial
Iowa
$284K
CAM
269
Clark Asset Management
New Hampshire
$282K +$284K +5,470 New
SS
270
Sunbelt Securities
Texas
$280K -$58.1K -1,121 -17%
BFA
271
Beaumont Financial Advisors
Massachusetts
$280K
MAM
272
Milestone Asset Management
Pennsylvania
$273K
ASN
273
Advisory Services Network
Georgia
$272K +$2.65K +51 +1%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$268K
HKIMG
275
Hutchens & Kramer Investment Management Group
Indiana
$262K +$263K +5,075 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.