We are live on ! Find out more
MUNI icon

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
IA
101
IAM Advisory
Pennsylvania
$2.22M -$183K -3,528 -8%
IWA
102
Inspirion Wealth Advisors
Illinois
$2.21M -$207K -4,000 -9%
LWMNY
103
Landmark Wealth Management (New York)
New York
$2.2M +$435K +8,387 +24%
EFS
104
Econ Financial Services
Pennsylvania
$2.2M -$417K -8,047 -16%
FFA
105
Farther Finance Advisors
California
$2.15M +$1.54M +29,669 +245%
WA
106
Waverly Advisors
Alabama
$2.14M +$107K +2,063 +5%
MWM
107
Manske Wealth Management
Texas
$2.14M +$429K +8,276 +25%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$2.13M -$830 -16 -0%
FLPIM
109
F.L. Putnam Investment Management
Massachusetts
$2.09M +$34.2K +659 +2%
Mariner
110
Mariner
Kansas
$2.04M -$374K -7,202 -15%
Financial Engines Advisors
111
Financial Engines Advisors
California
$2.04M -$316K -6,091 -13%
BWG
112
Beta Wealth Group
California
$2M -$373K -7,183 -16%
CFG
113
Certior Financial Group
Pennsylvania
$1.91M +$624K +12,027 +48%
PG
114
Patten Group
Tennessee
$1.88M +$186K +3,589 +11%
WIA
115
World Investment Advisors
California
$1.87M +$5.81K +112 +0.3%
FF
116
Fortitude Financial
Washington
$1.82M +$323K +6,235 +21%
WIM
117
Westside Investment Management
California
$1.8M -$20.7K -399 -1%
DWAM
118
Duncan Williams Asset Management
Tennessee
$1.77M -$11.8K -227 -0.7%
HSWS
119
Higgins & Schmidt Wealth Strategies
Colorado
$1.75M +$278K +5,367 +19%
PTC
120
Private Trust Company
Ohio
$1.75M -$81.7K -1,575 -4%
OWA
121
Opal Wealth Advisors
New York
$1.74M -$1.8M -34,652 -51%
SSB
122
Sandy Spring Bank
Maryland
$1.73M +$677K +13,048 +64%
GI
123
GAMMA Investing
California
$1.72M +$517K +9,968 +43%
AFP
124
Ausdal Financial Partners
Iowa
$1.71M +$31.3K +603 +2%
CW
125
CreativeOne Wealth
Kansas
$1.66M +$154K +2,977 +10%

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.