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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
PFG
76
PAX Financial Group
Texas
$3.8M +$306K +5,894 +9%
MCWS
77
McKinley Carter Wealth Services
West Virginia
$3.74M -$7.17M -138,250 -66%
AAS
78
Avantax Advisory Services
Texas
$3.38M +$401K +7,737 +13%
BFG
79
Bleakley Financial Group
New Jersey
$3.34M -$6.38M -123,033 -65%
EFL
80
ERn Financial LLC
Wisconsin
$3.23M +$476K +9,186 +17%
FM
81
Foster & Motley
Ohio
$3.19M +$113K +2,184 +4%
BCMIO
82
Beacon Capital Management Inc (Ohio)
Ohio
$3.06M +$3.11M +60,000 New
PCG
83
Prosperity Consulting Group
Maryland
$3.04M +$670K +12,911 +28%
CIAS
84
CFS Investment Advisory Services
New Jersey
$3.02M +$985K +19,000 +48%
VAS
85
Vestmark Advisory Solutions
Massachusetts
$2.99M +$3.01M +57,991 New
CM
86
Cercano Management
Washington
$2.96M
SAG
87
SageView Advisory Group
California
$2.92M +$23.6K +455 +0.8%
EH
88
Equitable Holdings
New York
$2.84M +$2.49M +48,056 +681%
AFA
89
Avant Financial Advisors
Texas
$2.81M -$264K -5,090 -9%
PAG
90
Paladin Advisory Group
Iowa
$2.68M +$60.9K +1,175 +2%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$2.64M +$81.3K +1,568 +3%
KAS
92
Kestra Advisory Services
Texas
$2.6M +$209K +4,020 +9%
LFA
93
Legacy Financial Advisors
Kentucky
$2.58M -$147K -2,836 -5%
UW
94
Unique Wealth
Florida
$2.55M +$865K +16,679 +51%
BGWM
95
Bridge Generations Wealth Management
Florida
$2.42M +$2.44M +47,022 New
CPCP
96
Cedar Point Capital Partners
Iowa
$2.37M +$76K +1,466 +3%
SPIA
97
Steward Partners Investment Advisory
New York
$2.36M +$1.21M +23,350 +104%
CWM
98
Cornerstone Wealth Management
Missouri
$2.31M +$19K +367 +0.8%
BPAMU
99
BTG Pactual Asset Management US
New York
$2.23M +$965K +18,599 +75%
V
100
ViaWealth
Kansas
$2.22M +$12.4K +240 +0.6%

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.