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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

359 hedge funds and large institutions have $1.63B 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, 163 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 103

8% more funds holding

Funds holding: 333359 (+26)

7% more capital invested

Capital invested by funds: $1.52B → $1.63B (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3.04% less ownership

Funds ownership: 83.87%80.83% (-3%)

Holders
359
Holders Change
+26
Holders Change %
+7.81%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
45
Increased
163
Reduced
103
Closed
16
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$13.3M -$4.5M -88,223 -25%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$12.9M +$7.11M +139,434 +126%
B
28
Bailard
California
$12.4M +$4.57M +89,632 +59%
Truist Financial
29
Truist Financial
North Carolina
$11.8M +$1.87M +36,574 +19%
XF
30
XML Financial
Maryland
$11.7M -$113K -2,224 -1%
LFG
31
Larson Financial Group
Missouri
$11.3M +$5.43M +106,430 +94%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.6M -$560K -10,973 -5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$10.5M +$2.6M +50,952 +33%
HI
34
Harper Investing
California
$10.3M +$10.2M +200,221 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10.3M +$2.05M +40,225 +25%
WAAG
36
Wealth Alliance Advisory Group
Kansas
$10.1M -$42.3K -829 -0.4%
MBFW
37
Morton Brown Family Wealth
Pennsylvania
$9.9M +$1.21M +23,625 +14%
CPW
38
Crestmont Private Wealth
Texas
$9.3M +$9.24M +180,996 New
BPA
39
Beacon Pointe Advisors
California
$8.8M +$8.1M +158,691 +1,249%
GIM
40
Goelzer Investment Management
Indiana
$8.8M -$2.21M -43,368 -20%
Stifel Financial
41
Stifel Financial
Missouri
$8.67M +$231K +4,528 +3%
Cerity Partners
42
Cerity Partners
New York
$8.39M +$2.15M +42,216 +35%
SRB
43
Shotwell Rutter Baer
Michigan
$8.2M +$2.82M +55,233 +53%
MCM
44
MAI Capital Management
Ohio
$7.77M -$946K -18,530 -11%
XPN
45
XY Planning Network
Montana
$7.37M +$28.3K +554 +0.4%
TNA
46
True North Advisors
Texas
$7.28M +$559K +10,961 +8%
KW
47
Keyvantage Wealth
Pennsylvania
$6.89M -$37.3K -731 -0.5%
TCM
48
TD Capital Management
Tennessee
$6.73M +$192K +3,761 +3%
CA
49
Clearstead Advisors
Ohio
$6.7M +$6.56M +128,553 +6,685%
Jane Street
50
Jane Street
New York
$6.63M +$6.59M +129,175 New

MUNI Hedge Fund Activity: Q2 2025 in Review

359 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2025, worth a combined $1.63B — up 6.7% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MUNI positions and 16 closed out — a net gain of 29 holders — while 163 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $39.4M.

  • 359 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $1.63B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 45 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2025 and 16 closed out, a net change of +29 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2025 was Morgan Stanley, an estimated $35.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.