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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.

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 %
CGH
151
Crossmark Global Holdings
Texas
$1.4M -$175K -3,409 -11%
AFP
152
Alpha Financial Partners
Kentucky
$1.29M -$161K -3,131 -11%
DAS
153
Dynamic Advisor Solutions
Arizona
$1.23M +$123K +2,390 +11%
GF
154
GGM Financials
Ohio
$1.22M +$909K +17,707 +289%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$1.2M -$452K -8,799 -27%
BMWS
156
Brady Martz Wealth Solutions
North Dakota
$1.15M -$208K -4,050 -15%
PWMG
157
Prestige Wealth Management Group
New Jersey
$1.15M -$70.5K -1,373 -6%
KPWS
158
Kestra Private Wealth Services
Texas
$1.14M +$11.4K +221 +1%
AIP
159
Ameritas Investment Partners
Nebraska
$1.13M -$81K -1,577 -7%
SIAP
160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.13M +$221K +4,300 +24%
IA
161
Inspire Advisors
Idaho
$1.12M -$173K -3,364 -13%
Citadel Advisors
162
Citadel Advisors
Florida
$1.12M +$1.12M +21,820 New
BCG
163
Breakwater Capital Group
New Jersey
$1.11M +$326K +6,342 +41%
RW
164
Rockport Wealth
Ohio
$1.11M -$221K -4,298 -17%
OMC
165
Old Mission Capital
Illinois
$1.09M -$2.79M -54,327 -72%
Comerica Bank
166
Comerica Bank
Texas
$1.07M +$16.1K +313 +2%
MPW
167
Magnolia Private Wealth
Pennsylvania
$1.06M +$654K +12,740 +162%
WHCI
168
W.H. Cornerstone Investments
Massachusetts
$1.04M -$79.8K -1,553 -7%
EWA
169
EP Wealth Advisors
California
$1.01M +$468K +9,115 +86%
KA
170
Kooman & Associates
Pennsylvania
$1.01M -$87K -1,694 -8%
MFG
171
Midwest Financial Group
Kansas
$1.01M +$174K +3,386 +21%
TH
172
Team Hewins
California
$1.01M – – –
KCIC
173
Kuhn & Co Investment Counsel
Illinois
$1M +$52.7K +1,026 +6%
CIA
174
Concurrent Investment Advisors
Florida
$989K +$287K +5,596 +41%
PWM
175
Perigon Wealth Management
California
$976K +$976K +18,994 New
5 6
7
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