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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
51
Larson Financial Group
Missouri
$5.83M +$3.13M +60,687 +116%
AF
52
Allworth Financial
California
$5.75M -$829K -16,295 -13%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$5.72M +$1.26M +24,486 +28%
Charles Schwab
54
Charles Schwab
California
$5.51M -$31.7K -615 -0.6%
OWM
55
Olympus Wealth Management
Utah
$5.46M +$4.73M +91,742 +647%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$5.45M +$42.2K +818 +0.8%
SRB
57
Shotwell Rutter Baer
Michigan
$5.43M +$39.4K +759 +0.7%
IWC
58
Integrated Wealth Concepts
Massachusetts
$5.39M +$2.2M +42,633 +69%
CWM
59
CarsonAllaria Wealth Management
Illinois
$4.96M +$1.16M +22,590 +31%
GPW
60
Genesis Private Wealth
Virginia
$4.91M +$195K +3,786 +4%
FFM
61
Flagstone Financial Management
Nebraska
$4.75M +$332K +6,446 +8%
KLI
62
Kelman-Lazarov Inc
Tennessee
$4.64M +$152K +2,941 +3%
SMG
63
Smart Money Group
Texas
$4.61M +$240K +4,665 +6%
MWG
64
Martin Worley Group
Utah
$4.58M +$1.1M +21,377 +32%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$4.43M -$78K -1,514 -2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$4.38M +$593K +11,522 +16%
VWA
67
Visionary Wealth Advisors
Illinois
$4.3M -$221K -4,295 -5%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$4.24M -$30.9K -600 -0.7%
Creative Planning
69
Creative Planning
Kansas
$4.2M +$3.41M +66,150 +433%
SC
70
Steph & Co
Wisconsin
$4.08M -$251K -4,877 -6%
FIBT
71
First International Bank & Trust
North Dakota
$3.94M +$263K +5,097 +7%
OMC
72
Old Mission Capital
Illinois
$3.9M -$5.81M -112,728 -60%
OIA
73
Optimum Investment Advisors
Illinois
$3.88M
AWM
74
Austin Wealth Management
Texas
$3.87M +$1.76M +34,595 +83%
BFWA
75
Benchmark Financial Wealth Advisors
Florida
$3.83M +$72.7K +1,410 +2%