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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
AF
301
Advisornet Financial
Minnesota
$144K -$89.2K -1,720 -38%
MFC
302
Morris Financial Concepts
South Carolina
$132K +$133K +2,556 New
VNA
303
Valley National Advisers
Pennsylvania
$128K +$93.4K +1,801 +260%
PS
304
Principal Securities
Iowa
$122K
ACA
305
Aptus Capital Advisors
Alabama
$109K +$1.35K +26 +1%
CB
306
Centennial Bank
Arkansas
$108K -$249K -4,800 -70%
CA
307
Clearstead Advisors
Ohio
$99.1K +$622 +12 +0.6%
TCOV
308
Trust Company of Vermont
Vermont
$98.7K
AG
309
AmeriFlex Group
Nevada
$88.2K
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$87.6K
EB
311
Eastern Bank
Massachusetts
$87.6K +$88.2K +1,700 New
WP
312
WealthShield Partners
North Carolina
$82.6K +$48.9K +942 +142%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$80.2K
RTL
314
Red Tortoise LLC
Georgia
$71.2K +$571 +11 +0.8%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$66.9K -$5.08K -98 -7%
IWM
316
IMG Wealth Management
Florida
$66.8K +$67.2K +1,295 New
FAM
317
Flaharty Asset Management
Florida
$58.4K +$58.7K +1,132 New
TCM
318
TruNorth Capital Management
Michigan
$51.5K
CFB
319
Cullen/Frost Bankers
Texas
$43.3K +$43.6K +840 New
MFS
320
Mattson Financial Services
Michigan
$23.8K +$24K +462 New
RIL
321
Rothschild Investment LLC
Illinois
$19.3K
WT
322
Washington Trust
Rhode Island
$17.3K
GSWM
323
Golden State Wealth Management
California
$16.5K +$1.81K +35 +12%
Fidelity Investments
324
Fidelity Investments
Massachusetts
$16.5K -$52 -1 -0.3%
DFA
325
DHJJ Financial Advisors
Illinois
$15.6K

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.