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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
SWM
276
Seaside Wealth Management
California
$261K
FWP
277
Forefront Wealth Partners
Texas
$259K +$261K +5,025 New
CA
278
Continuum Advisory
Idaho
$257K
MA
279
Mutual Advisors
Nebraska
$255K
CAM
280
Cozad Asset Management
Illinois
$255K
SCA
281
Stokes Capital Advisors
South Carolina
$252K
LJAC
282
L.J. Altfest & Co
New York
$247K
LKBC
283
L.K. Benson & Company
Maryland
$239K +$1.92K +37 +0.8%
KFI
284
Key Financial Inc
Pennsylvania
$236K +$2.23K +43 +0.9%
GS
285
GWN Securities
Florida
$228K +$229K +4,419 New
SF
286
Synovus Financial
Georgia
$227K +$12.2K +235 +6%
BEI
287
Benjamin Edwards Inc
Missouri
$224K
PCIA
288
Prime Capital Investment Advisors
Kansas
$219K -$6.69K -129 -3%
BW
289
Balance Wealth
Ohio
$218K +$220K +4,235 New
HI
290
Harbour Investments
Wisconsin
$213K +$102K +1,966 +91%
LWA
291
LifeGoal Wealth Advisors
New York
$209K -$97.8K -1,886 -32%
MEG
292
Millstone Evans Group
Colorado
$206K
GA
293
Goldstein Advisors
Wisconsin
$206K
FCP
294
Fidelis Capital Partners
Florida
$206K +$209K +4,031 New
SEIA
295
Signature Estate & Investment Advisors
California
$205K -$1.09K -21 -0.5%
CWA
296
Consilium Wealth Advisory
Texas
$202K +$203K +3,920 New
Bessemer Group
297
Bessemer Group
New Jersey
$199K +$200K +3,863 New
IA
298
IFP Advisors
Florida
$186K -$64.4K -1,241 -26%
AWM
299
Accredited Wealth Management
Kentucky
$161K
VWWMG
300
Vermillion & White Wealth Management Group
Pennsylvania
$155K +$111K +2,145 +251%

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.