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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
EFN
51
Equita Financial Network
Pennsylvania
$6.5M -$1.7M -33,282 -21%
Renaissance Technologies
52
Renaissance Technologies
New York
$6.37M +$5.32M +104,200 +526%
FA
53
Fermata Advisors
California
$6.12M -$2.03M -39,768 -25%
AF
54
Allworth Financial
California
$6.09M +$284K +5,561 +5%
EFL
55
ERn Financial LLC
Wisconsin
$6.03M +$2.79M +54,674 +87%
OWM
56
Olympus Wealth Management
Utah
$5.6M +$159K +3,122 +3%
BCI
57
Brinker Capital Investments
Pennsylvania
$5.59M -$615K -12,060 -10%
FFM
58
Flagstone Financial Management
Nebraska
$5.56M +$814K +15,958 +17%
FSWA
59
Financial Synergies Wealth Advisors
Texas
$5.4M -$33K -646 -0.6%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$5.33M +$1.1M +21,582 +26%
Charles Schwab
61
Charles Schwab
California
$5.23M -$260K -5,087 -5%
SC
62
Steph & Co
Wisconsin
$5.18M +$1.11M +21,731 +27%
GPW
63
Genesis Private Wealth
Virginia
$5.06M +$168K +3,291 +3%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$5.03M +$654K +12,808 +15%
BWM
65
BCS Wealth Management
Tennessee
$4.82M -$1.62M -31,664 -25%
SG
66
StoneX Group
New York
$4.79M -$1.24M -24,245 -21%
PCG
67
Prosperity Consulting Group
Maryland
$4.62M +$1.58M +30,960 +52%
MWG
68
Martin Worley Group
Utah
$4.57M +$12.2K +239 +0.3%
IWC
69
Integrated Wealth Concepts
Massachusetts
$4.45M -$915K -17,922 -17%
VWA
70
Visionary Wealth Advisors
Illinois
$4.38M +$102K +2,005 +2%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$4.27M -$140K -2,739 -3%
BFWA
72
Benchmark Financial Wealth Advisors
Florida
$4.26M +$443K +8,688 +12%
KWM
73
Kingsview Wealth Management
Oregon
$4.23M +$3.47M +67,907 +469%
MCWS
74
McKinley Carter Wealth Services
West Virginia
$4.16M +$429K +8,403 +12%
KLI
75
Kelman-Lazarov Inc
Tennessee
$4.06M -$568K -11,126 -12%

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.