MUNI icon

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 %
RCAG
26
Rehmann Capital Advisory Group
Michigan
$12.9M +$7.16M +139,434 +126%
B
27
Bailard
California
$12.4M +$4.6M +89,632 +59%
Truist Financial
28
Truist Financial
North Carolina
$11.8M +$1.88M +36,574 +19%
XF
29
XML Financial
Maryland
$11.7M -$114K -2,224 -1%
LFG
30
Larson Financial Group
Missouri
$11.3M +$5.47M +106,430 +94%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$10.6M -$564K -10,973 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$10.5M +$2.62M +50,952 +33%
HI
33
Harper Investing
California
$10.3M +$10.3M +200,221 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10.3M +$2.07M +40,225 +25%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$10.1M -$42.6K -829 -0.4%
MBFW
36
Morton Brown Family Wealth
Pennsylvania
$9.9M +$1.21M +23,625 +14%
CPW
37
Crestmont Private Wealth
Texas
$9.3M +$9.3M +180,996 New
BPA
38
Beacon Pointe Advisors
California
$8.8M +$8.15M +158,691 +1,249%
GIM
39
Goelzer Investment Management
Indiana
$8.8M -$2.23M -43,368 -20%
Stifel Financial
40
Stifel Financial
Missouri
$8.67M +$233K +4,528 +3%
Cerity Partners
41
Cerity Partners
New York
$8.39M +$2.17M +42,216 +35%
SRB
42
Shotwell Rutter Baer
Michigan
$8.2M +$2.83M +55,233 +53%
MCM
43
MAI Capital Management
Ohio
$7.77M -$952K -18,530 -11%
XPN
44
XY Planning Network
Montana
$7.37M +$28.5K +554 +0.4%
TNA
45
True North Advisors
Texas
$7.28M +$563K +10,961 +8%
KW
46
Keyvantage Wealth
Pennsylvania
$6.89M -$37.5K -731 -0.5%
TCM
47
TD Capital Management
Tennessee
$6.73M +$193K +3,761 +3%
CA
48
Clearstead Advisors
Ohio
$6.7M +$6.6M +128,553 +6,685%
Jane Street
49
Jane Street
New York
$6.63M +$6.63M +129,175 New
EFN
50
Equita Financial Network
Pennsylvania
$6.5M -$1.71M -33,282 -21%
1
2
3 4 5