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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$14M
3
MML Investors Services
MML Investors Services
Massachusetts
+$11.1M
4
CAL
Capital Analysts LLC
Pennsylvania
+$10.4M
5
TNA
True North Advisors
Texas
+$6.74M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$9.53M
2
UBS Group
UBS Group
Switzerland
-$7.48M
3
Jane Street
Jane Street
New York
-$7.44M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$7.13M
5
BFG
Bleakley Financial Group
New Jersey
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
76
PAX Financial Group
Texas
$3.8M +$304K +5,894 +9%
MCWS
77
McKinley Carter Wealth Services
West Virginia
$3.74M -$7.13M -138,250 -66%
AAS
78
Avantax Advisory Services
Texas
$3.38M +$399K +7,737 +13%
BFG
79
Bleakley Financial Group
New Jersey
$3.34M -$6.34M -123,033 -65%
EFL
80
ERn Financial LLC
Wisconsin
$3.23M +$474K +9,186 +17%
FM
81
Foster & Motley
Ohio
$3.19M +$113K +2,184 +4%
BCMIO
82
Beacon Capital Management Inc (Ohio)
Ohio
$3.06M +$3.06M +60,000 New
PCG
83
Prosperity Consulting Group
Maryland
$3.04M +$666K +12,911 +28%
CIAS
84
CFS Investment Advisory Services
New Jersey
$3.02M +$979K +19,000 +48%
VAS
85
Vestmark Advisory Solutions
Massachusetts
$2.99M +$2.99M +57,991 New
CM
86
Cercano Management
Washington
$2.96M – – –
SAG
87
SageView Advisory Group
California
$2.92M +$23.5K +455 +0.8%
EH
88
Equitable Holdings
New York
$2.84M +$2.48M +48,056 +681%
AFA
89
Avant Financial Advisors
Texas
$2.81M -$262K -5,090 -9%
PAG
90
Paladin Advisory Group
Iowa
$2.68M +$60.6K +1,175 +2%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$2.64M +$80.8K +1,568 +3%
KAS
92
Kestra Advisory Services
Texas
$2.6M +$207K +4,020 +9%
LFA
93
Legacy Financial Advisors
Kentucky
$2.58M -$146K -2,836 -5%
UW
94
Unique Wealth
Florida
$2.55M +$860K +16,679 +51%
BGWM
95
Bridge Generations Wealth Management
Florida
$2.42M +$2.42M +47,022 New
CPCP
96
Cedar Point Capital Partners
Iowa
$2.37M +$75.6K +1,466 +3%
SPIA
97
Steward Partners Investment Advisory
New York
$2.36M +$1.2M +23,350 +104%
CWM
98
Cornerstone Wealth Management
Missouri
$2.31M +$18.9K +367 +0.8%
BPAMU
99
BTG Pactual Asset Management US
New York
$2.23M +$959K +18,599 +75%
V
100
ViaWealth
Kansas
$2.22M +$12.4K +240 +0.6%
2 3
4
5 6