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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.66M +$266K +5,130 +19%
FPAS
127
Focus Partners Advisor Solutions
Missouri
$1.65M -$79.6K -1,534 -5%
SWP
128
Stratos Wealth Partners
Ohio
$1.64M +$483K +9,316 +41%
CWD
129
Clarity Wealth Development
Oregon
$1.64M -$106K -2,043 -6%
ACP
130
Aviance Capital Partners
Florida
$1.62M +$133K +2,555 +9%
GIA
131
Goodwin Investment Advisory
Georgia
$1.61M -$2.74M -52,870 -63%
CWP
132
Cyndeo Wealth Partners
Florida
$1.6M -$425K -8,203 -21%
EW
133
Elyxium Wealth
California
$1.58M +$1.28M +24,674 +412%
CGH
134
Crossmark Global Holdings
Texas
$1.58M +$1.59M +30,598 New
JCM
135
Janney Capital Management
Pennsylvania
$1.51M +$8.92K +172 +0.6%
VA
136
Valmark Advisers
Ohio
$1.51M
AFP
137
Alpha Financial Partners
Kentucky
$1.46M +$262K +5,061 +22%
SA
138
Sanctuary Advisors
Indiana
$1.46M +$798K +15,395 +120%
AWS
139
Atria Wealth Solutions
New York
$1.43M +$397K +7,649 +38%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$54.7K -1,055 -4%
ML
141
McAdam LLC
Pennsylvania
$1.41M -$371K -7,144 -21%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$1.41M +$1.13M +21,819 +395%
BMWS
143
Brady Martz Wealth Solutions
North Dakota
$1.37M -$12.6K -242 -0.9%
LCWP
144
Legacy Capital Wealth Partners
Arkansas
$1.35M
RW
145
Rockport Wealth
Ohio
$1.33M +$1.34M +25,844 New
PAG
146
Private Advisor Group
New Jersey
$1.3M +$30K +578 +2%
CAC
147
Certified Advisory Corp
Florida
$1.3M +$90.4K +1,742 +7%
IA
148
Inspire Advisors
Idaho
$1.3M +$9.7K +187 +0.7%
BOPW
149
Brandywine Oak Private Wealth
Pennsylvania
$1.3M
CCA
150
Cora Capital Advisors
New Jersey
$1.27M -$5.19K -100 -0.4%

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.