We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

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: 333 → 359 (+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: 11 → 11 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$35.7M
2
Wells Fargo
Wells Fargo
California
+$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15M
4
AWM
Austin Wealth Management
Texas
+$11.3M
5
HI
Harper Investing
California
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$39.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$25M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.5M
4
SWP
Sagespring Wealth Partners
Tennessee
-$12.6M
5
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$1.97M +$565K +11,063 +40%
Financial Engines Advisors
127
Financial Engines Advisors
California
$1.97M -$66.6K -1,305 -3%
PWM
128
Paulson Wealth Management
Illinois
$1.93M +$1.91M +37,519 New
BWG
129
Beta Wealth Group
California
$1.93M -$70.6K -1,383 -4%
PG
130
Patten Group
Tennessee
$1.89M +$21.7K +425 +1%
LWMNY
131
Landmark Wealth Management (New York)
New York
$1.87M -$319K -6,261 -15%
WIA
132
World Investment Advisors
California
$1.87M +$3.62K +71 +0.2%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.87M -$18.5M -362,063 -91%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$1.87M -$1.1M -21,647 -37%
WAM
135
WNY Asset Management
New York
$1.85M +$1.34M +26,230 +268%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$1.78M +34,962 +29,629%
DWAM
137
Duncan Williams Asset Management
Tennessee
$1.77M +$12.7K +249 +0.7%
WIM
138
Westside Investment Management
California
$1.77M -$20.4K -400 -1%
UW
139
Unique Wealth
Florida
$1.76M -$776K -15,206 -31%
PTC
140
Private Trust Company
Ohio
$1.76M +$10.5K +205 +0.6%
GI
141
GAMMA Investing
California
$1.75M +$39.2K +768 +2%
ACP
142
Aviance Capital Partners
Florida
$1.72M +$113K +2,214 +7%
AFP
143
Ausdal Financial Partners
Iowa
$1.66M -$47.5K -931 -3%
CWD
144
Clarity Wealth Development
Oregon
$1.65M +$11.8K +231 +0.7%
OWA
145
Opal Wealth Advisors
New York
$1.59M -$147K -2,872 -9%
CWP
146
Cyndeo Wealth Partners
Florida
$1.58M -$19.8K -389 -1%
AWS
147
Atria Wealth Solutions
New York
$1.57M +$139K +2,723 +10%
GIA
148
Goodwin Investment Advisory
Georgia
$1.55M -$53.4K -1,046 -3%
VA
149
Valmark Advisers
Ohio
$1.5M – – –
JCM
150
Janney Capital Management
Pennsylvania
$1.49M -$15.9K -312 -1%
4 5
6
7 8

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.