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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
PWMG
151
Prestige Wealth Management Group
New Jersey
$1.23M -$703K -13,562 -36%
AIP
152
Ameritas Investment Partners
Nebraska
$1.22M +$82.6K +1,593 +7%
KPWS
153
Kestra Private Wealth Services
Texas
$1.13M +$1.14M +21,904 New
WHCI
154
W.H. Cornerstone Investments
Massachusetts
$1.13M +$9.08K +175 +0.8%
DAS
155
Dynamic Advisor Solutions
Arizona
$1.11M -$13.2K -254 -1%
KA
156
Kooman & Associates
Pennsylvania
$1.1M +$11.2K +215 +1%
Comerica Bank
157
Comerica Bank
Texas
$1.06M -$54.1K -1,044 -5%
KPP
158
Kings Path Partners
Texas
$1.04M -$468K -9,018 -31%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.02M -$1.17M -22,600 -53%
BIP
160
Blueprint Investment Partners
North Carolina
$1.02M -$1.64M -31,687 -62%
TH
161
Team Hewins
California
$1.01M -$6.38K -123 -0.6%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$993K -$493K -9,510 -33%
ATPW
163
Ashton Thomas Private Wealth
Arizona
$978K +$12K +232 +1%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$959K +$52K +1,003 +6%
KCIC
165
Kuhn & Co Investment Counsel
Illinois
$952K +$108K +2,091 +13%
RSWA
166
Robinson Smith Wealth Advisors
Maine
$937K -$16.5K -318 -2%
PGAM
167
Princeton Global Asset Management
New Jersey
$932K +$34.4K +664 +4%
SI
168
Saxon Interests
Texas
$914K -$2.02K -39 -0.2%
SIAP
169
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$911K +$248K +4,775 +37%
AWM
170
Avaii Wealth Management
Wisconsin
$901K +$3.58K +69 +0.4%
FFP
171
Freedom Financial Partners
Minnesota
$883K +$103K +1,981 +13%
TCG
172
Transcendent Capital Group
Oklahoma
$866K -$18.5K -357 -2%
FFA
173
Fragasso Financial Advisors
Pennsylvania
$849K
MWP
174
Madison Wealth Partners
Wisconsin
$848K +$33.9K +654 +4%
SIAG
175
Signet Investment Advisory Group
Rhode Island
$839K +$130K +2,505 +18%

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.