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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
E
101
EntreWealth
Texas
$2.66M +$2.64M +51,789 New
KAS
102
Kestra Advisory Services
Texas
$2.64M +$51.5K +1,009 +2%
EW
103
Elyxium Wealth
California
$2.61M +$1.02M +20,076 +65%
BWM
104
Biltmore Wealth Management
Arizona
$2.6M -$3.46M -67,896 -57%
HSWS
105
Higgins & Schmidt Wealth Strategies
Colorado
$2.53M +$776K +15,214 +45%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$2.52M +$1.1M +21,606 +79%
IF
107
Intrua Financial
Texas
$2.5M +$1.65M +32,423 +200%
BGWM
108
Bridge Generations Wealth Management
Florida
$2.43M +$17.9K +351 +0.7%
LFA
109
Legacy Financial Advisors
Kentucky
$2.41M -$157K -3,068 -6%
V
110
ViaWealth
Kansas
$2.39M +$175K +3,427 +8%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$2.38M +$256K +5,024 +12%
WA
112
Waverly Advisors
Alabama
$2.29M +$156K +3,058 +7%
CPCP
113
Cedar Point Capital Partners
Iowa
$2.25M -$110K -2,146 -5%
BPAMU
114
BTG Pactual Asset Management US
New York
$2.23M
SA
115
Sanctuary Advisors
Indiana
$2.22M +$764K +14,971 +53%
IA
116
IAM Advisory
Pennsylvania
$2.21M +$6.43K +126 +0.3%
IWA
117
Inspirion Wealth Advisors
Illinois
$2.21M
MWM
118
Manske Wealth Management
Texas
$2.14M +$3.57K +70 +0.2%
CW
119
CreativeOne Wealth
Kansas
$2.12M +$455K +8,923 +28%
Mariner
120
Mariner
Kansas
$2.1M +$66.6K +1,305 +3%
CWM
121
Cornerstone Wealth Management
Missouri
$2.08M -$220K -4,314 -10%
AFA
122
Avant Financial Advisors
Texas
$2.08M -$715K -14,012 -26%
Creative Planning
123
Creative Planning
Kansas
$2.02M -$2.15M -42,041 -52%
SMG
124
Smart Money Group
Texas
$2M -$2.58M -50,480 -57%
CFG
125
Certior Financial Group
Pennsylvania
$1.99M +$85.1K +1,668 +4%

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.