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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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: 333359 (+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: 1111 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
151
Certified Advisory Corp
Florida
$1.49M +$192K +3,755 +15%
FPAS
152
Focus Partners Advisor Solutions
Missouri
$1.43M -$207K -4,050 -13%
ML
153
McAdam LLC
Pennsylvania
$1.41M +$1.53K +30 +0.1%
CGH
154
Crossmark Global Holdings
Texas
$1.4M -$174K -3,409 -11%
AFP
155
Alpha Financial Partners
Kentucky
$1.29M -$160K -3,131 -11%
DAS
156
Dynamic Advisor Solutions
Arizona
$1.23M +$122K +2,390 +11%
GF
157
GGM Financials
Ohio
$1.22M +$904K +17,707 +289%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.2M -$449K -8,799 -27%
BMWS
159
Brady Martz Wealth Solutions
North Dakota
$1.15M -$207K -4,050 -15%
PWMG
160
Prestige Wealth Management Group
New Jersey
$1.15M -$70.1K -1,373 -6%
KPWS
161
Kestra Private Wealth Services
Texas
$1.14M +$11.3K +221 +1%
AIP
162
Ameritas Investment Partners
Nebraska
$1.13M -$80.5K -1,577 -7%
SIAP
163
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.13M +$219K +4,300 +24%
IA
164
Inspire Advisors
Idaho
$1.12M -$172K -3,364 -13%
Citadel Advisors
165
Citadel Advisors
Florida
$1.12M +$1.11M +21,820 New
BCG
166
Breakwater Capital Group
New Jersey
$1.11M +$324K +6,342 +41%
RW
167
Rockport Wealth
Ohio
$1.11M -$219K -4,298 -17%
OMC
168
Old Mission Capital
Illinois
$1.09M -$2.77M -54,327 -72%
Comerica Bank
169
Comerica Bank
Texas
$1.07M +$16K +313 +2%
MPW
170
Magnolia Private Wealth
Pennsylvania
$1.06M +$650K +12,740 +162%
WHCI
171
W.H. Cornerstone Investments
Massachusetts
$1.04M -$79.2K -1,553 -7%
EWA
172
EP Wealth Advisors
California
$1.01M +$465K +9,115 +86%
KA
173
Kooman & Associates
Pennsylvania
$1.01M -$86.4K -1,694 -8%
MFG
174
Midwest Financial Group
Kansas
$1.01M +$173K +3,386 +21%
TH
175
Team Hewins
California
$1.01M

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.