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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

412 hedge funds and large institutions have $2.01B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

101% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 100

13% more capital invested

Capital invested by funds: $1.78B → $2.01B (+$232M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more funds holding

Funds holding: 381412 (+31)

0.68% more ownership

Funds ownership: 79.75%80.42% (+0.68%)

Holders
412
Holders Change
+31
Holders Change %
+8.14%
% of All Funds
5.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
60
Increased
201
Reduced
100
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$5.57M +$2.38M +45,296 +74%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$5.56M -$35.5K -676 -0.6%
FSWA
78
Financial Synergies Wealth Advisors
Texas
$5.56M +$29.1K +554 +0.5%
CAC
79
Certified Advisory Corp
Florida
$5.55M +$358K +6,825 +7%
SFA
80
Sequoia Financial Advisors
Ohio
$5.54M -$379K -7,217 -6%
EW
81
Elyxium Wealth
California
$5.4M +$2.21M +42,163 +69%
Charles Schwab
82
Charles Schwab
California
$5.36M -$602K -11,474 -10%
TA
83
TruWealth Advisors
Louisiana
$4.8M +$65.9K +1,256 +1%
EH
84
Equitable Holdings
New York
$4.76M +$254K +4,834 +6%
MCWS
85
McKinley Carter Wealth Services
West Virginia
$4.49M +$178K +3,399 +4%
SC
86
Steph & Co
Wisconsin
$4.49M +$21.9K +417 +0.5%
KWM
87
Kingsview Wealth Management
Oregon
$4.37M +$48K +914 +1%
KLI
88
Kelman-Lazarov Inc
Tennessee
$4.29M +$304K +5,787 +8%
PAG
89
Private Advisor Group
New Jersey
$4.19M +$810K +15,421 +24%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$4.08M -$1.21M -23,029 -23%
SWP
91
Stratos Wealth Partners
Ohio
$3.94M +$1.04M +19,764 +36%
BOPW
92
Brandywine Oak Private Wealth
Pennsylvania
$3.88M -$50.9K -970 -1%
VA
93
VestGen Advisors
Illinois
$3.78M -$167K -3,189 -4%
BAM
94
Belpointe Asset Management
Nevada
$3.68M -$238K -4,529 -6%
FCA
95
Fortis Capital Advisors
Kansas
$3.68M +$369K +7,021 +11%
BCI
96
Brinker Capital Investments
Pennsylvania
$3.61M -$1.13M -21,545 -24%
Renaissance Technologies
97
Renaissance Technologies
New York
$3.5M -$7.42M -141,400 -68%
SHGA
98
Sand Hill Global Advisors
California
$3.48M
PFG
99
PAX Financial Group
Texas
$3.44M +$535K +10,187 +18%
PWM
100
Paulson Wealth Management
Illinois
$3.35M -$83.7K -1,595 -2%