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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

331 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, 147 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.5%
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
147
Reduced
96
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
301
Valley National Advisers
Pennsylvania
$128K +$92.5K +1,801 +260%
PS
302
Principal Securities
Iowa
$122K
ACA
303
Aptus Capital Advisors
Alabama
$109K +$1.34K +26 +1%
CB
304
Centennial Bank
Arkansas
$108K -$247K -4,800 -70%
CA
305
Clearstead Advisors
Ohio
$99.1K +$619 +12 +0.6%
TCOV
306
Trust Company of Vermont
Vermont
$98.7K
AG
307
AmeriFlex Group
Nevada
$88.2K
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$87.6K
EB
309
Eastern Bank
Massachusetts
$87.6K +$87.6K +1,700 New
WP
310
WealthShield Partners
North Carolina
$82.6K +$48.5K +942 +142%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$80.2K
RTL
312
Red Tortoise LLC
Georgia
$71.2K +$567 +11 +0.8%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$66.9K -$4.94K -98 -7%
IWM
314
IMG Wealth Management
Florida
$66.8K +$66.8K +1,295 New
FAM
315
Flaharty Asset Management
Florida
$58.4K +$58.4K +1,132 New
TCM
316
TruNorth Capital Management
Michigan
$51.6K
CFB
317
Cullen/Frost Bankers
Texas
$43.3K +$43.3K +840 New
MFS
318
Mattson Financial Services
Michigan
$23.8K +$23.8K +462 New
RIL
319
Rothschild Investment LLC
Illinois
$19.3K
WT
320
Washington Trust
Rhode Island
$17.3K
GSWM
321
Golden State Wealth Management
California
$16.5K +$1.81K +35 +12%
Fidelity Investments
322
Fidelity Investments
Massachusetts
$16.5K -$52 -1 -0.3%
DFA
323
DHJJ Financial Advisors
Illinois
$15.6K
FHA
324
First Horizon Advisors
Tennessee
$14.2K
PWA
325
Physician Wealth Advisors
Utah
$13.9K +$52 +1 +0.4%