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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
EH
76
Equitable Holdings
New York
$4.02M +$1.18M +23,163 +42%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$4M +$2.69M +52,815 +210%
CM
78
Cercano Management
Washington
$3.96M +$998K +19,551 +34%
OIA
79
Optimum Investment Advisors
Illinois
$3.86M
AAS
80
Avantax Advisory Services
Texas
$3.6M +$235K +4,615 +7%
AUB
81
Atlantic Union Bankshares
Virginia
$3.48M +$3.46M +67,810 New
NDSI
82
Newman Dignan & Sheerar Inc
Rhode Island
$3.46M +$3.43M +67,285 New
FM
83
Foster & Motley
Ohio
$3.44M +$261K +5,120 +8%
SHGA
84
Sand Hill Global Advisors
California
$3.41M -$2.86M -55,969 -46%
BFG
85
Bleakley Financial Group
New Jersey
$3.25M -$80.4K -1,575 -2%
PAG
86
Paladin Advisory Group
Iowa
$3.14M +$468K +9,163 +18%
CWM
87
CarsonAllaria Wealth Management
Illinois
$3.12M -$1.81M -35,457 -37%
BCMIO
88
Beacon Capital Management Inc (Ohio)
Ohio
$3.08M
BAM
89
Belpointe Asset Management
Nevada
$3.02M +$2.22M +43,535 +283%
FCA
90
Fortis Capital Advisors
Kansas
$3.02M +$2.43M +47,638 +423%
PFG
91
PAX Financial Group
Texas
$3M -$789K -15,462 -21%
AFO
92
Arrowroot Family Office
California
$2.96M +$2.94M +57,654 New
FIBT
93
First International Bank & Trust
North Dakota
$2.95M -$968K -18,980 -25%
HDIM
94
Hanson & Doremus Investment Management
Vermont
$2.95M +$312K +6,113 +12%
PAG
95
Private Advisor Group
New Jersey
$2.93M +$1.62M +31,774 +126%
SAG
96
SageView Advisory Group
California
$2.92M +$31.8K +623 +1%
FFA
97
Farther Finance Advisors
California
$2.86M +$711K +13,937 +33%
SWP
98
Stratos Wealth Partners
Ohio
$2.85M +$1.21M +23,727 +75%
SPIA
99
Steward Partners Investment Advisory
New York
$2.75M +$391K +7,653 +17%
EFS
100
Econ Financial Services
Pennsylvania
$2.68M +$490K +9,603 +23%

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.