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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

381 hedge funds and large institutions have $1.78B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

72% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 107

9% more capital invested

Capital invested by funds: $1.63B → $1.78B (+$154M)

6% more funds holding

Funds holding: 359381 (+22)

1.08% less ownership

Funds ownership: 80.83%79.75% (-1.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
381
Holders Change
+22
Holders Change %
+6.13%
% of All Funds
5%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
42
Increased
184
Reduced
107
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
51
ERn Financial LLC
Wisconsin
$6.73M +$582K +11,293 +10%
PFWA
52
Paces Ferry Wealth Advisors
Georgia
$6.71M +$6.61M +128,341 New
EFN
53
Equita Financial Network
Pennsylvania
$6.7M +$84.2K +1,635 +1%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$6.37M +$1.23M +23,814 +24%
AF
55
Allworth Financial
California
$6.1M -$99.9K -1,940 -2%
FA
56
Fermata Advisors
California
$6.07M -$151K -2,940 -2%
Cerity Partners
57
Cerity Partners
New York
$5.96M -$2.54M -49,278 -30%
Charles Schwab
58
Charles Schwab
California
$5.94M +$611K +11,861 +12%
SFA
59
Sequoia Financial Advisors
Ohio
$5.9M +$5.09M +98,803 +700%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$5.81M +$3.92M +76,124 +217%
PCG
61
Prosperity Consulting Group
Maryland
$5.78M +$1.06M +20,522 +23%
NDSI
62
Newman Dignan & Sheerar Inc
Rhode Island
$5.66M +$2.11M +40,890 +61%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$5.58M +$153K +2,974 +3%
GPW
64
Genesis Private Wealth
Virginia
$5.54M +$388K +7,537 +8%
FSWA
65
Financial Synergies Wealth Advisors
Texas
$5.51M +$19.1K +371 +0.4%
AFA
66
Avant Financial Advisors
Texas
$5.4M +$3.24M +62,833 +155%
IWC
67
Integrated Wealth Concepts
Massachusetts
$5.38M +$844K +16,384 +19%
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$5.27M +$909K +17,644 +21%
CAC
69
Certified Advisory Corp
Florida
$5.18M +$3.62M +70,188 +242%
FFM
70
Flagstone Financial Management
Nebraska
$5.15M -$499K -9,685 -9%
Mariner
71
Mariner
Kansas
$4.94M +$2.76M +53,597 +131%
BCI
72
Brinker Capital Investments
Pennsylvania
$4.73M -$951K -18,457 -17%
TA
73
TruWealth Advisors
Louisiana
$4.73M +$4.66M +90,385 New
FM
74
Foster & Motley
Ohio
$4.71M +$1.19M +23,090 +34%
BWM
75
BCS Wealth Management
Tennessee
$4.61M -$298K -5,779 -6%