MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

331 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, 147 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.5%
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
147
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$14M
3
MML Investors Services
MML Investors Services
Massachusetts
+$11.1M
4
CAL
Capital Analysts LLC
Pennsylvania
+$10.4M
5
TNA
True North Advisors
Texas
+$6.74M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$9.53M
2
UBS Group
UBS Group
Switzerland
-$7.48M
3
Jane Street
Jane Street
New York
-$7.44M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$7.13M
5
BFG
Bleakley Financial Group
New Jersey
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
126
Focus Partners Advisor Solutions
Missouri
$1.65M -$79.1K -1,534 -5%
SWP
127
Stratos Wealth Partners
Ohio
$1.64M +$480K +9,316 +41%
CWD
128
Clarity Wealth Development
Oregon
$1.64M -$105K -2,043 -6%
ACP
129
Aviance Capital Partners
Florida
$1.62M +$132K +2,555 +9%
GIA
130
Goodwin Investment Advisory
Georgia
$1.61M -$2.73M -52,870 -63%
CWP
131
Cyndeo Wealth Partners
Florida
$1.6M -$423K -8,203 -21%
EW
132
Elyxium Wealth
California
$1.58M +$1.27M +24,674 +412%
CGH
133
Crossmark Global Holdings
Texas
$1.58M +$1.58M +30,598 New
JCM
134
Janney Capital Management
Pennsylvania
$1.51M +$8.86K +172 +0.6%
VA
135
Valmark Advisers
Ohio
$1.51M – – –
AFP
136
Alpha Financial Partners
Kentucky
$1.46M +$261K +5,061 +22%
AWS
137
Atria Wealth Solutions
New York
$1.43M +$394K +7,649 +38%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$54.4K -1,055 -4%
ML
139
McAdam LLC
Pennsylvania
$1.41M -$368K -7,144 -21%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$1.41M +$1.12M +21,819 +395%
BMWS
141
Brady Martz Wealth Solutions
North Dakota
$1.37M -$12.5K -242 -0.9%
LCWP
142
Legacy Capital Wealth Partners
Arkansas
$1.35M – – –
RW
143
Rockport Wealth
Ohio
$1.33M +$1.33M +25,844 New
PAG
144
Private Advisor Group
New Jersey
$1.3M +$29.8K +578 +2%
CAC
145
Certified Advisory Corp
Florida
$1.3M +$89.8K +1,742 +7%
IA
146
Inspire Advisors
Idaho
$1.3M +$9.64K +187 +0.7%
BOPW
147
Brandywine Oak Private Wealth
Pennsylvania
$1.3M – – –
CCA
148
Cora Capital Advisors
New Jersey
$1.27M -$5.16K -100 -0.4%
PWMG
149
Prestige Wealth Management Group
New Jersey
$1.23M -$699K -13,562 -36%
AIP
150
Ameritas Investment Partners
Nebraska
$1.22M +$82.1K +1,593 +7%
4 5
6
7 8