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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+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: 334333 (-1)

58% less capital invested

Capital invested by funds: $3.6B → $1.52B (-$2.08B)

Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.46%
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
149
Reduced
96
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$5.83M +$3.15M +60,687 +116%
AF
52
Allworth Financial
California
$5.75M -$845K -16,295 -13%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$5.72M +$1.27M +24,486 +28%
Charles Schwab
54
Charles Schwab
California
$5.51M -$31.9K -615 -0.6%
OWM
55
Olympus Wealth Management
Utah
$5.46M +$4.76M +91,742 +647%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$5.45M +$42.4K +818 +0.8%
SRB
57
Shotwell Rutter Baer
Michigan
$5.43M +$39.4K +759 +0.7%
IWC
58
Integrated Wealth Concepts
Massachusetts
$5.39M +$2.21M +42,633 +69%
CWM
59
CarsonAllaria Wealth Management
Illinois
$4.96M +$1.17M +22,590 +31%
GPW
60
Genesis Private Wealth
Virginia
$4.91M +$196K +3,786 +4%
FFM
61
Flagstone Financial Management
Nebraska
$4.75M +$334K +6,446 +8%
KLI
62
Kelman-Lazarov Inc
Tennessee
$4.64M +$153K +2,941 +3%
SMG
63
Smart Money Group
Texas
$4.61M +$242K +4,665 +6%
MWG
64
Martin Worley Group
Utah
$4.58M +$1.11M +21,377 +32%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$4.43M -$78.5K -1,514 -2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$4.38M +$598K +11,522 +16%
VWA
67
Visionary Wealth Advisors
Illinois
$4.3M -$223K -4,295 -5%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$4.24M -$31.1K -600 -0.7%
Creative Planning
69
Creative Planning
Kansas
$4.2M +$3.43M +66,150 +433%
SC
70
Steph & Co
Wisconsin
$4.08M -$253K -4,877 -6%
FIBT
71
First International Bank & Trust
North Dakota
$3.94M +$264K +5,097 +7%
OMC
72
Old Mission Capital
Illinois
$3.9M -$5.85M -112,728 -60%
OIA
73
Optimum Investment Advisors
Illinois
$3.88M
AWM
74
Austin Wealth Management
Texas
$3.87M +$1.79M +34,595 +83%
BFWA
75
Benchmark Financial Wealth Advisors
Florida
$3.83M +$73.1K +1,410 +2%

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.