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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
BFA
301
Beaumont Financial Advisors
Massachusetts
$279K – – –
MAM
302
Milestone Asset Management
Pennsylvania
$272K – – –
FAIM
303
Financial Advocates Investment Management
Washington
$257K -$28K -548 -10%
CA
304
Continuum Advisory
Idaho
$256K – – –
MA
305
Mutual Advisors
Nebraska
$255K – – –
CAM
306
Cozad Asset Management
Illinois
$254K – – –
LJAC
307
L.J. Altfest & Co
New York
$246K – – –
BCWM
308
Bartlett & Co Wealth Management
Ohio
$243K -$23K -450 -9%
LKBC
309
L.K. Benson & Company
Maryland
$240K +$1.94K +38 +0.8%
PCM
310
Prelude Capital Management
New York
$239K +$237K +4,650 New
KFI
311
Key Financial Inc
Pennsylvania
$235K – – –
BW
312
Balance Wealth
Ohio
$234K +$16.3K +319 +8%
BEI
313
Benjamin Edwards Inc
Missouri
$232K +$9.59K +188 +4%
SF
314
Synovus Financial
Georgia
$228K +$970 +19 +0.4%
Wolverine Trading
315
Wolverine Trading
Illinois
$222K +$221K +4,336 New
PCIA
316
Prime Capital Investment Advisors
Kansas
$222K +$3.67K +72 +2%
RBC
317
Romano Brothers & Co
Illinois
$221K +$219K +4,300 New
FCP
318
Fidelis Capital Partners
Florida
$221K +$14.2K +278 +7%
PA
319
PFG Advisors
Arizona
$218K +$216K +4,242 New
SA
320
Sovran Advisors
California
$211K +$211K +4,129 New
AI
321
Atria Investments
North Carolina
$210K +$209K +4,097 New
MWM
322
Modern Wealth Management
Kansas
$210K +$209K +4,095 New
MEG
323
Millstone Evans Group
Colorado
$205K – – –
GA
324
Goldstein Advisors
Wisconsin
$205K – – –
Northern Trust
325
Northern Trust
Illinois
$204K +$203K +3,975 New
11 12
13
14 15

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.