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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

357 hedge funds and large institutions have $1.61B 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, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+26
Holders Change %
+7.85%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
45
Increased
162
Reduced
102
Closed
14
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.9M
2
Wells Fargo
Wells Fargo
California
+$15.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M
4
AWM
Austin Wealth Management
Texas
+$11.4M
5
HI
Harper Investing
California
+$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$39.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$14M
5
SWP
Sagespring Wealth Partners
Tennessee
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Continuum Advisory
Idaho
$256K – – –
MA
302
Mutual Advisors
Nebraska
$255K – – –
CAM
303
Cozad Asset Management
Illinois
$254K – – –
LJAC
304
L.J. Altfest & Co
New York
$246K – – –
BCWM
305
Bartlett & Co Wealth Management
Ohio
$243K -$23.1K -450 -9%
LKBC
306
L.K. Benson & Company
Maryland
$240K +$1.95K +38 +0.8%
PCM
307
Prelude Capital Management
New York
$239K +$239K +4,650 New
KFI
308
Key Financial Inc
Pennsylvania
$235K – – –
BW
309
Balance Wealth
Ohio
$234K +$16.4K +319 +8%
BEI
310
Benjamin Edwards Inc
Missouri
$232K +$9.66K +188 +4%
SF
311
Synovus Financial
Georgia
$228K +$976 +19 +0.4%
Wolverine Trading
312
Wolverine Trading
Illinois
$222K +$222K +4,336 New
PCIA
313
Prime Capital Investment Advisors
Kansas
$222K +$3.7K +72 +2%
RBC
314
Romano Brothers & Co
Illinois
$221K +$221K +4,300 New
FCP
315
Fidelis Capital Partners
Florida
$221K +$14.2K +278 +7%
PA
316
PFG Advisors
Arizona
$218K +$218K +4,242 New
SA
317
Sovran Advisors
California
$211K +$211K +4,129 New
AI
318
Atria Investments
North Carolina
$210K +$210K +4,097 New
MWM
319
Modern Wealth Management
Kansas
$210K +$210K +4,095 New
MEG
320
Millstone Evans Group
Colorado
$205K – – –
GA
321
Goldstein Advisors
Wisconsin
$205K – – –
Northern Trust
322
Northern Trust
Illinois
$204K +$204K +3,975 New
IA
323
IFP Advisors
Florida
$175K -$10K -195 -5%
VWWMG
324
Vermillion & White Wealth Management Group
Pennsylvania
$154K – – –
PS
325
Principal Securities
Iowa
$135K +$13.9K +271 +11%
11 12
13
14 15