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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

356 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 44 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+25
Holders Change %
+7.55%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
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
$140M
2
Wells Fargo
Wells Fargo
California
$87.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.2M
4
AWM
Austin Wealth Management
Texas
$15.2M
5
HI
Harper Investing
California
$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.87M
5
SWP
Sagespring Wealth Partners
Tennessee
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Accredited Wealth Management
Kentucky
$119K -$41.1K -800 -26%
ACA
327
Aptus Capital Advisors
Alabama
$112K +$3.39K +66 +3%
CB
328
Centennial Bank
Arkansas
$108K – – –
AssetMark Inc
329
AssetMark Inc
California
$107K +$106K +2,070 +41,400%
TCOV
330
Trust Company of Vermont
Vermont
$98.4K – – –
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$87.3K – – –
EB
332
Eastern Bank
Massachusetts
$87.3K – – –
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$79.9K – – –
WP
334
WealthShield Partners
North Carolina
$79.7K -$2.62K -51 -3%
RTL
335
Red Tortoise LLC
Georgia
$71.5K +$616 +12 +0.9%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$68.2K – – –
IWM
337
IMG Wealth Management
Florida
$66.5K – – –
VNA
338
Valley National Advisers
Pennsylvania
$63K -$64K -1,256 -50%
FAM
339
Flaharty Asset Management
Florida
$60.8K +$2.62K +51 +5%
TCM
340
TruNorth Capital Management
Michigan
$51.4K – – –
BFP
341
Briaud Financial Planning
Texas
$39K +$39K +772 New
GAG
342
Goodman Advisory Group
Massachusetts
$25.8K +$25.8K +503 New
RIL
343
Rothschild Investment LLC
Illinois
$19.3K – – –
GSWM
344
Golden State Wealth Management
California
$17.5K +$1.08K +21 +7%
Fidelity Investments
345
Fidelity Investments
Massachusetts
$15.6K -$873 -17 -5%
DFA
346
DHJJ Financial Advisors
Illinois
$15.5K – – –
Allianz Asset Management
347
Allianz Asset Management
Germany
$14.1K +$360 +7 +3%
PWA
348
Physician Wealth Advisors
Utah
$13.9K +$103 +2 +0.7%
SAM
349
Smartleaf Asset Management
Massachusetts
$13K +$13K +253 New
CIAS
350
Capital Investment Advisory Services
North Carolina
$11.5K +$103 +2 +0.9%
11 12 13
14
15