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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
FHA
326
First Horizon Advisors
Tennessee
$14.2K
PWA
327
Physician Wealth Advisors
Utah
$13.9K +$52 +1 +0.4%
Allianz Asset Management
328
Allianz Asset Management
Germany
$13.8K -$415 -8 -3%
CIAS
329
Capital Investment Advisory Services
North Carolina
$11.4K +$104 +2 +0.9%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$6.08K -$1.35K -26 -18%
MHR
331
Matthew Hamilton Rosenberg
$2.08K
AWM
332
AE Wealth Management
Kansas
$979
AssetMark Inc
333
AssetMark Inc
California
$258
IAA
334
Independent Advisor Alliance
North Carolina
-$9.53M -184,190 Closed
Jane Street
335
Jane Street
New York
-$7.44M -143,761 Closed
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
-$2.31M -44,588 Closed
SW
337
SteelPeak Wealth
California
-$2.28M -43,910 Closed
Citadel Advisors
338
Citadel Advisors
Florida
-$1.75M -33,819 Closed
IWM
339
IHT Wealth Management
Illinois
-$1.14M -21,959 Closed
OFS
340
Orrstown Financial Services
Pennsylvania
-$608K -11,750 Closed
SNBOSCI
341
Security National Bank of Sioux City Iowa
Iowa
-$559K -10,805 Closed
EWS
342
Eagle Wealth Strategies
New Jersey
-$493K -9,539 Closed
HF
343
HRT Financial
New York
-$462K -8,940 Closed
SOS
344
Silver Oak Securities
Tennessee
-$452K -8,716 Closed
CWG
345
Crown Wealth Group
North Carolina
-$434K -8,397 Closed
HGA
346
Hobbs Group Advisors
South Carolina
-$426K -8,236 Closed
DWM
347
DecisionMap Wealth Management
Virginia
-$398K -7,697 Closed
LCM
348
Lunt Capital Management
Utah
-$344K -6,641 Closed
OPWM
349
Oregon Pacific Wealth Management
Oregon
-$294K -5,687 Closed
FHC
350
First Heartland Consultants
Missouri
-$249K -4,822 Closed

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.