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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

357 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 45 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+26
Holders Change %
+7.85%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
45
Increased
162
Reduced
102
Closed
14
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.9M
2
Wells Fargo
Wells Fargo
California
+$15.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M
4
AWM
Austin Wealth Management
Texas
+$11.4M
5
HI
Harper Investing
California
+$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$39.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$14M
5
SWP
Sagespring Wealth Partners
Tennessee
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
101
EntreWealth
Texas
$2.66M +$2.66M +51,789 New
KAS
102
Kestra Advisory Services
Texas
$2.64M +$51.8K +1,009 +2%
EW
103
Elyxium Wealth
California
$2.61M +$1.03M +20,076 +65%
BWM
104
Biltmore Wealth Management
Arizona
$2.6M -$3.49M -67,896 -57%
HSWS
105
Higgins & Schmidt Wealth Strategies
Colorado
$2.53M +$781K +15,214 +45%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$2.52M +$1.11M +21,606 +79%
IF
107
Intrua Financial
Texas
$2.5M +$1.67M +32,423 +200%
BGWM
108
Bridge Generations Wealth Management
Florida
$2.43M +$18K +351 +0.7%
LFA
109
Legacy Financial Advisors
Kentucky
$2.41M -$158K -3,068 -6%
V
110
ViaWealth
Kansas
$2.39M +$176K +3,427 +8%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$2.38M +$258K +5,024 +12%
WA
112
Waverly Advisors
Alabama
$2.29M +$157K +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 – – –
IA
115
IAM Advisory
Pennsylvania
$2.21M +$6.47K +126 +0.3%
IWA
116
Inspirion Wealth Advisors
Illinois
$2.21M – – –
CW
117
CreativeOne Wealth
Kansas
$2.12M +$458K +8,923 +28%
Mariner
118
Mariner
Kansas
$2.1M +$67K +1,305 +3%
CWM
119
Cornerstone Wealth Management
Missouri
$2.08M -$222K -4,314 -10%
AFA
120
Avant Financial Advisors
Texas
$2.08M -$720K -14,012 -26%
Creative Planning
121
Creative Planning
Kansas
$2.02M -$2.16M -42,041 -52%
SMG
122
Smart Money Group
Texas
$2M -$2.59M -50,480 -57%
CFG
123
Certior Financial Group
Pennsylvania
$1.99M +$85.7K +1,668 +4%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$1.97M +$568K +11,063 +40%
Financial Engines Advisors
125
Financial Engines Advisors
California
$1.97M -$67K -1,305 -3%
3 4
5
6 7