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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.

New
Increased
Maintained
Reduced
Closed
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 %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$957K +$2.11K +41 +0.2%
SWM
177
SeaCrest Wealth Management
New York
$948K +$197K +3,840 +26%
SIAG
178
Signet Investment Advisory Group
Rhode Island
$939K +$103K +2,000 +12%
PGAM
179
Princeton Global Asset Management
New Jersey
$938K +$9.25K +180 +1%
BRWA
180
B. Riley Wealth Advisors
Florida
$924K +$924K +18,000 New
WN
181
Williams & Novak
California
$919K +$121K +2,350 +15%
LCWP
182
Legacy Capital Wealth Partners
Arkansas
$916K -$433K -8,435 -32%
SI
183
Saxon Interests
Texas
$914K – – –
FFP
184
Freedom Financial Partners
Minnesota
$912K +$32.2K +627 +4%
STA
185
Smith Thornton Advisors
Alabama
$910K +$112K +2,184 +14%
KPP
186
Kings Path Partners
Texas
$907K -$132K -2,577 -13%
OWA
187
Oak Wealth Advisors
Illinois
$901K +$901K +17,551 New
FLPIM
188
F.L. Putnam Investment Management
Massachusetts
$899K -$1.19M -23,106 -57%
WA
189
WBH Advisory
Maryland
$880K +$376K +7,329 +75%
TCG
190
Transcendent Capital Group
Oklahoma
$863K – – –
SSC
191
Syverson Strege & Co
Iowa
$858K +$26.2K +511 +3%
MFG
192
Merit Financial Group
Georgia
$850K +$506K +9,857 +147%
FFA
193
Fragasso Financial Advisors
Pennsylvania
$845K – – –
OP
194
ORG Partners
Indiana
$833K -$2.73K -53 -0.3%
BWMG
195
Barnes Wealth Management Group
California
$815K +$42.9K +836 +6%
P
196
&Partners
Tennessee
$797K +$173K +3,374 +28%
CCFM
197
Clear Creek Financial Management
Washington
$784K -$46.6K -908 -6%
PFA
198
Petra Financial Advisors
Colorado
$782K -$9.55K -186 -1%
MFGM
199
Marshall Financial Group (Maryland)
Maryland
$765K -$2.56K -50 -0.3%
RWM
200
Revisor Wealth Management
Ohio
$762K -$769 -15 -0.1%
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8
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