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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

433 hedge funds and large institutions have $2.21B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 101 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

119% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 101

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

10% more capital invested

Capital invested by funds: $2.01B → $2.21B (+$199M)

5% more funds holding

Funds holding: 412433 (+21)

1.28% less ownership

Funds ownership: 80.42%79.14% (-1.3%)

Holders
433
Holders Change
+21
Holders Change %
+5.1%
% of All Funds
5.33%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.15%
New
52
Increased
221
Reduced
101
Closed
21
Calls
$1.01M
Puts
Net Calls
+$1.01M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
76
Elyxium Wealth
California
$5.93M +$557K +10,557 +10%
FSWA
77
Financial Synergies Wealth Advisors
Texas
$5.83M +$305K +5,779 +5%
KAS
78
Kestra Advisory Services
Texas
$5.8M +$256K +4,861 +5%
Lido Advisors
79
Lido Advisors
California
$5.77M -$6M -113,798 -51%
Cerity Partners
80
Cerity Partners
New York
$5.73M -$5.32M -100,967 -48%
AF
81
Allworth Financial
California
$5.64M -$220K -4,171 -4%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$5.41M -$127K -2,409 -2%
Charles Schwab
83
Charles Schwab
California
$5.17M -$162K -3,076 -3%
SFA
84
Sequoia Financial Advisors
Ohio
$5.14M -$380K -7,208 -7%
BWM
85
BCS Wealth Management
Tennessee
$4.93M -$4.4M -83,404 -47%
TA
86
TruWealth Advisors
Louisiana
$4.85M +$70.9K +1,344 +1%
KLI
87
Kelman-Lazarov Inc
Tennessee
$4.66M +$392K +7,442 +9%
WAM
88
WNY Asset Management
New York
$4.46M +$4.51M +85,526 New
LPT
89
Legacy Private Trust
Wisconsin
$4.35M +$1.93M +36,681 +79%
PAG
90
Private Advisor Group
New Jersey
$4.33M +$161K +3,047 +4%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$4.3M -$170K -3,219 -4%
SPWM
92
Smith Partners Wealth Management
North Carolina
$4.25M +$2.09M +39,551 +94%
KWM
93
Kingsview Wealth Management
Oregon
$4.18M -$169K -3,213 -4%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$4.08M +$800K +15,169 +24%
AWM
95
AE Wealth Management
Kansas
$4.07M +$4.11M +77,874 +51,233%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$4.06M -$949 -18 -0%
BAM
97
Belpointe Asset Management
Nevada
$3.93M +$263K +4,988 +7%
FCA
98
Fortis Capital Advisors
Kansas
$3.93M +$263K +4,988 +7%
BOPW
99
Brandywine Oak Private Wealth
Pennsylvania
$3.82M -$47.7K -905 -1%
SAM
100
Smartleaf Asset Management
Massachusetts
$3.78M +$1.32M +25,108 +53%