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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

331 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, 147 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.5%
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
147
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$14M
3
MML Investors Services
MML Investors Services
Massachusetts
+$11.1M
4
CAL
Capital Analysts LLC
Pennsylvania
+$10.4M
5
TNA
True North Advisors
Texas
+$6.74M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$9.53M
2
UBS Group
UBS Group
Switzerland
-$7.48M
3
Jane Street
Jane Street
New York
-$7.44M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$7.13M
5
BFG
Bleakley Financial Group
New Jersey
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$12.7M +$11.1M +214,463 +658%
XF
27
XML Financial
Maryland
$11.8M +$149K +2,883 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$11.2M -$9.85K -191 -0.1%
GIM
29
Goelzer Investment Management
Indiana
$11.1M -$103K -2,007 -0.9%
WAAG
30
Wealth Alliance Advisory Group
Kansas
$10.1M +$1.03M +19,989 +11%
Truist Financial
31
Truist Financial
North Carolina
$10M +$3.6M +69,765 +56%
MCM
32
MAI Capital Management
Ohio
$8.75M -$102K -1,975 -1%
MBFW
33
Morton Brown Family Wealth
Pennsylvania
$8.72M +$1.43M +27,671 +20%
Stifel Financial
34
Stifel Financial
Missouri
$8.47M +$175K +3,395 +2%
EFN
35
Equita Financial Network
Pennsylvania
$8.24M -$154K -2,997 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$8.23M +$507K +9,839 +7%
FA
37
Fermata Advisors
California
$8.19M -$85.7K -1,663 -1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.93M -$22.4K -434 -0.3%
B
39
Bailard
California
$7.8M -$4.98M -96,585 -39%
XPN
40
XY Planning Network
Montana
$7.37M -$424K -8,221 -5%
KW
41
Keyvantage Wealth
Pennsylvania
$6.95M +$4.05M +78,487 +139%
TNA
42
True North Advisors
Texas
$6.74M +$6.74M +130,787 New
TCM
43
TD Capital Management
Tennessee
$6.56M +$1.12M +21,790 +21%
BWM
44
BCS Wealth Management
Tennessee
$6.47M -$65.2K -1,264 -1%
SHGA
45
Sand Hill Global Advisors
California
$6.31M -$1.53M -29,775 -20%
Cerity Partners
46
Cerity Partners
New York
$6.24M +$7.11K +138 +0.1%
BCI
47
Brinker Capital Investments
Pennsylvania
$6.24M -$538K -10,430 -8%
OPS
48
Orion Portfolio Solutions
Nebraska
$6.24M -$538K -10,430 -8%
BWM
49
Biltmore Wealth Management
Arizona
$6.11M -$6.03K -117 -0.1%
SG
50
StoneX Group
New York
$6.06M -$45.4K -881 -0.7%
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