We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

412 hedge funds and large institutions have $2.01B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

101% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 100

13% more capital invested

Capital invested by funds: $1.78B → $2.01B (+$232M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more funds holding

Funds holding: 381412 (+31)

0.68% more ownership

Funds ownership: 79.75%80.42% (+0.68%)

Holders
412
Holders Change
+31
Holders Change %
+8.14%
% of All Funds
5.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
60
Increased
201
Reduced
100
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$16.5M +$1.98M +37,759 +14%
AWM
27
Austin Wealth Management
Texas
$15.9M -$87K -1,657 -0.5%
SWP
28
Sagespring Wealth Partners
Tennessee
$15.6M -$2.59M -49,379 -14%
PA
29
PW Advisors
Florida
$13.9M +$14M +265,967 New
Truist Financial
30
Truist Financial
North Carolina
$12.9M +$829K +15,800 +7%
CA
31
Clearstead Advisors
Ohio
$12.3M +$2.18M +41,495 +22%
B
32
Bailard
California
$12.1M -$174K -3,315 -1%
APP
33
Avantax Planning Partners
Iowa
$12M -$1.04M -19,718 -8%
KIM
34
Kestra Investment Management
Texas
$11.9M +$2.68M +51,025 +29%
Lido Advisors
35
Lido Advisors
California
$11.7M +$262K +4,982 +2%
Cerity Partners
36
Cerity Partners
New York
$11M +$5.08M +96,762 +85%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$10.8M +$290K +5,532 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$10.3M +$866K +16,490 +9%
CPW
39
Crestmont Private Wealth
Texas
$10.1M +$467K +8,905 +5%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$9.98M -$38.8K -740 -0.4%
XPN
41
XY Planning Network
Montana
$9.81M +$2.3M +43,748 +30%
BPA
42
Beacon Pointe Advisors
California
$9.7M +$118K +2,245 +1%
HI
43
Harper Investing
California
$9.59M -$37.8K -720 -0.4%
BWM
44
BCS Wealth Management
Tennessee
$9.33M +$4.72M +89,832 +102%
MBFW
45
Morton Brown Family Wealth
Pennsylvania
$8.92M -$396K -7,547 -4%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$8.65M +$2.27M +43,153 +35%
SRB
47
Shotwell Rutter Baer
Michigan
$8.57M -$242K -4,607 -3%
DWM
48
Dakota Wealth Management
Florida
$8.44M +$8.45M +160,959 New
PCG
49
Prosperity Consulting Group
Maryland
$8.25M +$2.46M +46,830 +42%
MCM
50
MAI Capital Management
Ohio
$8.14M +$451K +8,585 +6%