MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

352 hedge funds and large institutions have $1.61B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
43
Increased
162
Reduced
102
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$140M
2
Wells Fargo
2
Wells Fargo
California
$87.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.2M
4
AWM
4
Austin Wealth Management
Texas
$15.2M
5
HI
5
Harper Investing
California
$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.87M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$2.64M 51,404 +1,009 +2%
EW
102
Elyxium Wealth
California
$2.61M 50,736 +20,076 +65%
BWM
103
Biltmore Wealth Management
Arizona
$2.6M 50,560 -67,896 -57%
HSWS
104
Higgins & Schmidt Wealth Strategies
Colorado
$2.53M 49,214 +15,214 +45%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$2.52M 49,107 +21,606 +79%
IF
106
Intrua Financial
Texas
$2.5M 48,663 +32,423 +200%
BGWM
107
Bridge Generations Wealth Management
Florida
$2.43M 47,373 +351 +0.7%
LFA
108
Legacy Financial Advisors
Kentucky
$2.41M 46,921 -3,068 -6%
V
109
ViaWealth
Kansas
$2.39M 46,496 +3,427 +8%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$2.38M 46,404 +5,024 +12%
WA
111
Waverly Advisors
Alabama
$2.29M 44,647 +3,058 +7%
CPCP
112
Cedar Point Capital Partners
Iowa
$2.25M 43,843 -2,146 -5%
BPAMU
113
BTG Pactual Asset Management US
New York
$2.23M 43,332 – –
IA
114
IAM Advisory
Pennsylvania
$2.21M 43,112 +126 +0.3%
IWA
115
Inspirion Wealth Advisors
Illinois
$2.21M 42,964 – –
CW
116
CreativeOne Wealth
Kansas
$2.12M 41,202 +8,923 +28%
Mariner
117
Mariner
Kansas
$2.1M 40,938 +1,305 +3%
CWM
118
Cornerstone Wealth Management
Missouri
$2.08M 40,433 -4,314 -10%
AFA
119
Avant Financial Advisors
Texas
$2.08M 40,431 -14,012 -26%
Creative Planning
120
Creative Planning
Kansas
$2.02M 39,379 -42,041 -52%
SMG
121
Smart Money Group
Texas
$2M 38,862 -50,480 -57%
CFG
122
Certior Financial Group
Pennsylvania
$1.99M 38,774 +1,668 +4%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$1.97M 38,401 +11,063 +40%
Financial Engines Advisors
124
Financial Engines Advisors
California
$1.97M 38,294 -1,305 -3%
PWM
125
Paulson Wealth Management
Illinois
$1.93M 37,519 +37,519 New
3 4
5
6 7