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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

359 hedge funds and large institutions have $1.63B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 103

8% more funds holding

Funds holding: 333 → 359 (+26)

7% more capital invested

Capital invested by funds: $1.52B → $1.63B (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3.04% less ownership

Funds ownership: 83.87% → 80.83% (-3%)

Holders
359
Holders Change
+26
Holders Change %
+7.81%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
45
Increased
163
Reduced
103
Closed
16
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$35.7M
2
Wells Fargo
Wells Fargo
California
+$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15M
4
AWM
Austin Wealth Management
Texas
+$11.3M
5
HI
Harper Investing
California
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$39.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$25M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.5M
4
SWP
Sagespring Wealth Partners
Tennessee
-$12.6M
5
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
276
Cahill Financial Advisors
Minnesota
$336K – – –
GI
277
Gradient Investments
Minnesota
$335K +$30.2K +591 +10%
BFA
278
Bragg Financial Advisors
North Carolina
$335K +$333K +6,522 New
NG
279
Novem Group
New York
$331K -$75.6K -1,482 -19%
CPA
280
Clear Point Advisors
New York
$327K -$28.8K -565 -8%
AF
281
Advisornet Financial
Minnesota
$327K +$182K +3,574 +128%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$327K +$9.19K +180 +3%
CB
283
Commerce Bank
Missouri
$321K – – –
BI
284
Beckerman Institutional
New Jersey
$317K +$315K +6,173 New
BB
285
Burford Brothers
Texas
$316K – – –
NC
286
NewSquare Capital
Pennsylvania
$312K +$8.47K +166 +3%
VIM
287
Vista Investment Management
Pennsylvania
$309K – – –
BFF
288
Byrne Financial Freedom
Massachusetts
$306K – – –
MFC
289
Morris Financial Concepts
South Carolina
$300K +$168K +3,283 +128%
GWM
290
Geneos Wealth Management
Colorado
$299K -$507K -9,930 -63%
MFS
291
McNamara Financial Services
Massachusetts
$298K -$6.53K -128 -2%
AAS
292
Ameritas Advisory Services
Nebraska
$294K -$166K -3,262 -36%
SWM
293
Seaside Wealth Management
California
$294K +$33.6K +659 +13%
HKIMG
294
Hutchens & Kramer Investment Management Group
Indiana
$291K +$31.2K +612 +12%
DADC
295
D.A. Davidson & Co
Montana
$291K -$8.52K -167 -3%
RA
296
RFG Advisory
Alabama
$288K +$287K +5,615 New
HI
297
Harbour Investments
Wisconsin
$285K +$72K +1,411 +34%
PFA
298
Professional Financial Advisors
Nebraska
$284K +$510 +10 +0.2%
FF
299
Friday Financial
Iowa
$283K – – –
CAM
300
Clark Asset Management
New Hampshire
$281K – – –
10 11
12
13 14

MUNI Hedge Fund Activity: Q2 2025 in Review

359 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2025, worth a combined $1.63B — up 6.7% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MUNI positions and 16 closed out — a net gain of 29 holders — while 163 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $39.4M.

  • 359 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $1.63B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 45 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2025 and 16 closed out, a net change of +29 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2025 was Morgan Stanley, an estimated $35.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.