PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
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.
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+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: 334 → 333 (-1)
58% less capital invested
Capital invested by funds: $3.6B → $1.52B (-$2.08B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$11.1M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$10.4M |
| 5 |
TNA
True North Advisors
Dallas,
Texas
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$9.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.53M |
| 3 |
Jane Street
New York
|
-$7.44M |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$7.17M |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$6.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
AQR Capital Management
Greenwich,
Connecticut
| – | -$248K | -4,794 | Closed |
|
|
SXL
352
Summit X LLC
Chesterfield,
Missouri
| – | -$206K | -3,987 | Closed |
|
|
HIP
353
HUB Investment Partners
Austin,
Texas
| – | -$200K | -3,868 | Closed |
|
|
GM
354
GeoWealth Management
Chicago,
Illinois
| – | -$97.8K | -1,890 | Closed |
|
|
CFGS
355
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$94.4K | -1,823 | Closed |
|
|
AWM
356
Avior Wealth Management
Omaha,
Nebraska
| – | -$76.9K | -1,487 | Closed |
|
|
CFS
357
Compass Financial Services
West Des Moines,
Iowa
| – | -$60.2K | -1,163 | Closed |
|
|
NWWA
358
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$14.9K | -289 | Closed |
|
|
AP
359
Aspect Partners
Fairfax,
Virginia
| – | -$14.8K | -286 | Closed |
|
|
TAM
360
Tucker Asset Management
Littleton,
Colorado
| – | -$3.62K | -70 | Closed |
|
361
BNP Paribas Financial Markets
Paris,
France
| – | -$672 | -13 | 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.