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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

355 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 44 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+24
Holders Change %
+7.25%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
Increased
162
Reduced
102
Closed
14
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

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 Holding Trade Value Shares
Change 		Shares
Change %
BWG
126
Beta Wealth Group
California
$1.93M -$71K -1,383 -4%
PG
127
Patten Group
Tennessee
$1.89M +$21.8K +425 +1%
LWMNY
128
Landmark Wealth Management (New York)
New York
$1.87M -$322K -6,261 -15%
WIA
129
World Investment Advisors
California
$1.87M +$3.65K +71 +0.2%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.87M -$18.6M -362,063 -91%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$1.87M -$1.11M -21,647 -37%
WAM
132
WNY Asset Management
New York
$1.85M +$1.35M +26,230 +268%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$1.8M +34,962 +29,629%
DWAM
134
Duncan Williams Asset Management
Tennessee
$1.77M +$12.8K +249 +0.7%
WIM
135
Westside Investment Management
California
$1.77M -$20.5K -400 -1%
UW
136
Unique Wealth
Florida
$1.76M -$781K -15,206 -31%
PTC
137
Private Trust Company
Ohio
$1.76M +$10.5K +205 +0.6%
GI
138
GAMMA Investing
California
$1.75M +$39.4K +768 +2%
ACP
139
Aviance Capital Partners
Florida
$1.72M +$114K +2,214 +7%
AFP
140
Ausdal Financial Partners
Iowa
$1.66M -$47.8K -931 -3%
CWD
141
Clarity Wealth Development
Oregon
$1.65M +$11.9K +231 +0.7%
OWA
142
Opal Wealth Advisors
New York
$1.59M -$148K -2,872 -9%
CWP
143
Cyndeo Wealth Partners
Florida
$1.58M -$20K -389 -1%
AWS
144
Atria Wealth Solutions
New York
$1.57M +$140K +2,723 +10%
GIA
145
Goodwin Investment Advisory
Georgia
$1.55M -$53.7K -1,046 -3%
VA
146
Valmark Advisers
Ohio
$1.5M – – –
JCM
147
Janney Capital Management
Pennsylvania
$1.49M -$16K -312 -1%
CAC
148
Certified Advisory Corp
Florida
$1.49M +$193K +3,755 +15%
FPAS
149
Focus Partners Advisor Solutions
Missouri
$1.43M -$208K -4,050 -13%
ML
150
McAdam LLC
Pennsylvania
$1.41M +$1.54K +30 +0.1%
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