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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
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 %
CPA
276
Clear Point Advisors
New York
$327K -$29K -565 -8%
AF
277
Advisornet Financial
Minnesota
$327K +$184K +3,574 +128%
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$327K +$9.25K +180 +3%
CB
279
Commerce Bank
Missouri
$321K – – –
BI
280
Beckerman Institutional
New Jersey
$317K +$317K +6,173 New
BB
281
Burford Brothers
Texas
$316K – – –
NC
282
NewSquare Capital
Pennsylvania
$312K +$8.53K +166 +3%
VIM
283
Vista Investment Management
Pennsylvania
$309K – – –
BFF
284
Byrne Financial Freedom
Massachusetts
$306K – – –
MFC
285
Morris Financial Concepts
South Carolina
$300K +$169K +3,283 +128%
GWM
286
Geneos Wealth Management
Colorado
$299K -$510K -9,930 -63%
MFS
287
McNamara Financial Services
Massachusetts
$298K -$6.57K -128 -2%
AAS
288
Ameritas Advisory Services
Nebraska
$294K -$168K -3,262 -36%
SWM
289
Seaside Wealth Management
California
$294K +$33.8K +659 +13%
HKIMG
290
Hutchens & Kramer Investment Management Group
Indiana
$291K +$31.3K +612 +12%
DADC
291
D.A. Davidson & Co
Montana
$291K -$8.58K -167 -3%
RA
292
RFG Advisory
Alabama
$288K +$288K +5,615 New
HI
293
Harbour Investments
Wisconsin
$285K +$72.5K +1,411 +34%
PFA
294
Professional Financial Advisors
Nebraska
$284K +$514 +10 +0.2%
FF
295
Friday Financial
Iowa
$283K – – –
CAM
296
Clark Asset Management
New Hampshire
$281K – – –
BFA
297
Beaumont Financial Advisors
Massachusetts
$279K – – –
MAM
298
Milestone Asset Management
Pennsylvania
$272K – – –
FAIM
299
Financial Advocates Investment Management
Washington
$257K -$28.1K -548 -10%
CA
300
Continuum Advisory
Idaho
$256K – – –
10 11
12
13 14